What is financial training?
Financial training is also known as financial coaching or advising. Think of it like a personal trainer, only for your money.
Get a fresh perspective on the goals you're working towards or issues you're struggling with. Whether your need is basic or complex, financial training can help get you on the right path.
Money decisions are often fraught with emotions, both good and bad. A financial trainer can look at your financial situation without that emotional filter.
The basics of sound financial management apply to everyone, of course, but the magic is making the details personal to you.
A financial trainer is your accountability partner on your path to financial wellness. Turn to them when you need guidance, tools, and encouragement.
It starts with a plan
What does financial training do?
Financial training has two major areas of focus. First are your goals: what do you want your money to do for you? The second are skills: making sure clients have the skills to reach their goals.
Debt is a problem
Why is it important?
Americans are drowning in debt. Mortgages, installment loans, student loans, credit card debt: whichever way you look at it, debt is pervasive in modern day America.
Of Americans admit they don't pay all their bills on time
Of Americans have credit card debt
Of Americans have less than $10,000 saved for retirement (most will need a million or more)
The credit card debt of an average American household
Who can benefit from financial training?
The financial landscape changes throughout your life, and your plan needs to change with it. Different stages have different needs and goals, and regulations can change at any time.
You've got a lot on your plate when you're first starting out. Student loans, comparing job offers, setting up your first budget, and more.
Balancing money is hard enough with one person, much less two, doing the spending.
Buying a house, saving for college, and somehow finding a way to afford the occasional family vacation.
You've saved for retirement: now what?
Start your journey
How do I get started?
Advising Well, LLC offers financial training on a monthly subscription or hourly rate basis. All services are offered on a sliding scale based on household income, in order to make financial training accessible to as many people as possible. All our clients, whether they're hourly or subscription, can take advantage of our easy, approachable services:
Reach out to as often as you need for one monthly fee. Text a quick question, email an update, or schedule a phone or in-person meeting if you'd like.
Sometimes you just have a quick question or project. Our hourly rates are perfect for you!