Stop feeling ashamed, embarrassed or stressed about your finances!
As a financial coach, my job is to teach you ways to budget, pay off debt, and reach savings goals that are personal to you! Hi, my name is Sara and I am passionate about helping my clients find peace and freedom with their personal finances!
Let’s talk about how I can help you! Schedule your free 30-minute chat. We can talk about your goals with your personal finances and how best I can serve you.
Coaching packages
I offer a variety of services. I typically focus on one of the topics below with my clients for their first meeting.
Personalized Budgets
Targeted Savings
Debt payoff plan
Encouragement and Accountability
Financial Literacy for Engaged Couples and Newlyweds
One 2-hour in-person or virtual meeting to discuss one topic like budgeting, savings, or debt repayment.
One 30-minute follow up in-person or virtual to check in on progress.
I would suggest this package for those who need fine tuning on their finances.
One 2-hour meeting in-person or virtual to discuss one topic of the client’s choosing.
Two 30-minute follow ups to be done in-person or virtually.
One custom product like a personalized budget, debt payoff calendar.
I would suggest this plan for those who haven’t found the right budget for them and need follow-up visits to stay on track.
Two 2-hour meetings to discuss two topics of the clients choice.
Four 30-minute meetings to discuss progress.
Two custom products for the client i.e. personalized budget, debt repayment plan, etc.
This plan is for clients who want help with multiple areas of their finances and on going accountability and encouragement.
Schedule
My 30-minute free chats can be done virtually or in-person. I am happy to meet during the day, in the evenings or on the weekends.
My first meetings with clients are typically two hours long, so I have appointments in the evenings and weekends available. If you do not see a time available to meet your schedule, please contact me.
What is financial coaching?
As a financial coach, I aim to help my clients understand and improve their financial health by providing education, guidance, and support rather than advice.
I help my clients:
clarify their goals,
create personalized budgets,
develop debt repayment plans and
design long-term savings goals.
Ultimately, the client makes all the decisions on what to do with their money but I want them to feel empowered and informed. I do not sell insurance, investments, or crypto currency.
About Retro Penny Coaching
Hi, I’m Sara. Along with being a financial coach, I am a wife and mom of two, very active children. I keep busy as the “Mom Taxi” and “Chief Scheduler“ of my crew. I have been passionate about personal finances and helping other reach their financial goals for over 15 years. I am finally taking steps to turn my passion into a business to help more people.
Why the name Retro Penny Coaching?
I have found through my own financial journey that the advice my grandparents gave me is still applicable in today’s modern times. I don’t think personal finances have to be complicated and sometimes the easiest way is the best.
If I can find the time, I try to read, bake desserts and catch up on my K-dramas. I am excited to meet you.
Contact Us
Ready to take control of your finances? If you don’t see what you are looking for or need more information, fill out the contact information. Sara will reply in one business day.