What is financial coaching?
The goal of a financial coach is to improve clients' monetary habits and overall relationship with their finances. 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 coach 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 coachis 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 coaching do?
Financial coaching and training focuses on identifying your goals and growing your skills.
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 coaching?
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.
Owning your own business adds another layer of complexity to your financial goals.
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
What service do you offer?
Advising Well, LLC offers financial coaching and training on a monthly subscription or hourly rate basis. Personal subscriptions are offered on a sliding scale based on household income in order to make financial training accessible to as many people as possible.
All clients, whether hourly or subscription, can take advantage of my 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.
Personal Subscription $150 per month or less
Includes one monthly meeting and unlimited text and email support. Upgrade to an XL subscription for two monthly meetings.
Entrepreneur Subscription $200 per month
For those that need to discuss both business and personal goals. Includes two monthly meetings and unlimited text and email support. Upgrade to an XL subscription for weekly meetings.
Sometimes you just have a quick question or project. Our hourly rates are perfect for you!
Individuals and Families $100/hour
Ideal for quick conversations, one-off situations, or those with irregular availability.
For consulting projects, private workshops, or employee financial wellness benefit programs.