Frequently Asked Questions


IS COACHING RIGHT FOR ME?

Yes, if:

…you are tired of living paycheck-to-paycheck and KNOW that you deserve better, coaching is right for you.

...you are not getting closer to a financial goal and you are tired of struggling, coaching is right for you.

...you are stuck at a decision point without an answer, coaching is right for you.

...you see other people winning with money and want to win, too, coaching is right for you.

...you worry about having enough money to pay your debts, coaching is right for you.

...you want to know how to save for the future while still meeting the demands of today, coaching is right for you.

Take this quiz to see you how ready for coaching your are today.

HOW LONG DOES A COACHING SESSION TAKE?

A coaching session lasts one hour.

WHAT HAPPENS DURING A COACHING SESSION?

When the coaching session begins, we will review your paperwork and make sure everything is still correct. If information needs to be updated, we will do it at that time.

The next part is a discussion. You'll expand on the primary goals you want to achieve and why. We'll ask some questions and work with you during the session to identify stumbling blocks, recommend solutions and provide knowledge and advice. If behavioral change is part of the solution, we'll help you discover specific ways you can adjust that will be sustainable for you.

We'll take notes during the session and send those to you afterwards. You'll always have them as a reference guide going forward.

HOW MANY COACHING SESSIONS DO I NEED?

The average length of time clients work with us is for 3 - 6 months. Based on your situation and needs, we'll recommend coaching solutions and you can choose what works best for you. 

DO YOU INVEST MY MONEY FOR ME?

No. If you have investment questions, we can help you find a local trusted advisor who has the heart of a teacher.

DO YOU SELL INSURANCE OR ANNUITIES?

No.

HOW LONG WILL IT TAKE ME TO REACH MY GOALS?

During the coaching session, we'll provide you with the right steps and knowledge to accomplish your goal. Actually doing it is up to you! The more intentional and laser-focused you become, the faster you will reach your goal. We'd like to be more specific, but reaching a goal of saving $1,000 theoretically takes less time than paying off a $200,000 mortgage! And, two people with the same goal may not finish at the same time. 

In short, the length of time it will take you to reach your goal depends on your starting point, the goal, and your focus and commitment to achieving it.

WE HAVE A QUESTION FOR YOU: WHAT WILL YOUR LIFE LOOK LIKE ONE YEAR FROM NOW IF YOU DON'T SIGN UP FOR COACHING?