Financial Management
“Financial freedom is available to those who learn about it and work for it.”― Robert Kiyosaki
Counseling
Customers that desire to establish more financial stability in the areas of savings, spending, budgeting, managing and reducing debts, and credit will appreciate counseling. More than one session is typically required in order for the client to learn money management skills not taught in school. Sessions will address issues, review non-productive behaviors and devise a plan of action. Sessions will also assist the client with new methods to help build a strong financial future.
Coaching
Coaching is a all about the client taking control over their finances. These clients' employ basic money management skills and are interested in changing behaviors to improve their financial situation. We will:
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Help the client become more cognizant of their financial behaviors
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Refine and monitor the progress of goals established by the client, and
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Provide support and accountability in order for the client to achieve a positive change.
Coaching is not a substitute for counseling or education and the client may be referred back to a counselor, planner, or other service provider for specific issues.
Our counseling and coaching services are designed to support your personal and professional development. As part of your journey, we encourage active participation in individual education workshops, providing you with practical tools and insights to enhance your progress and achieve lasting results.