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!

Collaborative

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.

Impartial

Money decisions are often fraught with emotions, both good and bad. A financial coach can look at your financial situation without that emotional filter.

Personalized

The basics of sound financial management apply to everyone, of course, but the magic is making the details personal to you.

Supportive

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.

Identifying Goals

Every client is unique, and so are their goals. We'll sit down and clarify what's important to you now and in the future.

Problem Solving

Figuring out how you tackle problems helps us develop a plan you'll stick with.

Assessment

Assessing your current financial standing gives us your personal starting point for this journey.

Create a Plan

Once we know where you're at, where you're going, and how you want to get there, it's time to make a plan.

Take Action

This is where the magic happens: implementing your plan and taking action.

Recalibration

Different goals, changing jobs, and new life circumstances all impact your financial journey.

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.

25 %

Of Americans admit they don't pay all their bills on time

46 %

Of Americans have credit card debt

56 %

Of Americans have less than $10,000 saved for retirement (most will need a million or more)

$16,048

The credit card debt of an average American household

#GetMoneyFit

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.

Young Adults

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.

Entrepreneurs

Owning your own business adds another layer of complexity to your financial goals.

Families

Buying a house, saving for college, and somehow finding a way to afford the occasional family vacation.

Mature Adults

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:

Free initial intake to determine if financial coaching is a good fit for you

Online calendar to schedule meetings at your convenience, no need for phone tag

Meetings by phone, video chat, or in person (local clients only)

Night and weekend availability to better suit your busy schedule

No contract and no commitment required

Subscription Service

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.

Hourly Service

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.

Businesses $150/hour

For consulting projects, private workshops, or employee financial wellness benefit programs.

Ready to learn more?

Whether you're ready to get started or just want to learn more about the service, I'd love the chance to meet with you.