Frequently Asked Questions
Get answers to your questions about personalized financial coaching. From how it works to the results you can expect, this FAQ page provides clarity on everything from confidentiality to payment plans. Start your journey toward financial freedom today!
Coaching is a combination of getting to know you and learn how you work with money, uncovering obstacles and giving you customized tools to help you meet your goals. Coaching provides the deep-dive solutions that bring sustainable results and the accountability you need to make it happen. I’ll deliver the information that’s right for you and your goals.
I do not sell investments, insurance or any other financial products. I focus on education, mindset, behavior and habits. My role is to help you create a plan and guide you on your journey to reaching your goals by providing counsel, answering any questions you may have, and assisting you in overcoming obstacles on your path to achieving financial freedom.
While there are some foundational habits and behaviors everyone needs to master, the benefit of my coaching process and training is I will adapt the concepts, principles, action items and resources to your specific needs. While the tools and resources may be similar from client to client, how they are implemented varies so they work for each individual for the long term.
The program is for a minimum of three months designed to help you understand and improve your financial habits and establish a strong foundation. To continue working on achieving additional financial goals, you’ll have the opportunity to continue working with me in the Accountability and growth phase.
What happens in a coaching session, stays in a coaching session. I do not collect any personal data such as bank account information, social security number, etc. I do not share your contact information with any outside agency, vendor or partner without your approval. As part of my coaching agreement, I agree to keep all your personal financial information confidential.
I’ll work with you and your schedule. At a minimum, we will have an initial two-hour session followed by seven coaching sessions. The duration of each session is between 30-60 minutes and are held bi-weekly. If you need to connect outside of these times, you will be able to schedule additional meetings as necessary. Most coaching sessions are conducted virtually via Zoom. If you live in the NYC area, we can also schedule to meeting in person.
Results vary by client and the efforts they put in. Most clients report that they start to see improvement in their financial situation in 90 days. On average, clients that fully commit to the program see improvement in debt reduction of $700 – $1,000 and an increase in cash flow of $600 per month after three months.
Yes, I do! Depending on your budget and financial resources, we can structure a payment plan so that you can sign up and pay for our coaching services.
