What to expect
You may be thinking “what happens during these financial coaching sessions?”. Here is a glimpse about our first meeting.
During your free 30-minute chat:
I will ask about your main concerns with your personal finances.
I will ask what you are needing help with the most. Developing a personalized budget, discovering a debt repayment plan that works for you, encouragement and accountability, or how to save for emergencies and fun, etc.
You will get to see me face to face to see if our personalities match to work together.
Lastly, I will suggest what services are best for you.
What happens during my first 2 hour session and beyond?
I know, 2 hours?! But the time does fly by quickly. During our session together I try to accomplish a few objectives.
We go over the confidentiality agreement.
We talk about your current feelings about your finances, how you want to feel about your finances and what your intentions are with your money.
We talk about the topic of your choice.
If you have a good outline of your budget and need some fine-tuning, we can tackle that together and how we can make your budget work for you and your lifestyle.
If you are terrified of looking at your numbers, we can go through each bill, each debt, etc and make a list. We can incorporate this into a budget or debt repayment plan.
If you have some savings goals that you want to ramp up, we can look over your budget, find ways to save and talk about your goals for saving.
Lastly, we will wrap up with some action points- of your choosing- and schedule a check-in on how you are progressing.
I do not judge. I offer grace and understanding for my clients.
I understand money can be a difficult topic to discuss but I am here to help.
Ultimately, I want you to find peace and freedom with your finances.
Contact us
Have more questions? Don’t see a time that works for you to meet? Fill out the contact information and Sara will get back to you within one business day.