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Got a few questions?
Here are some common questions I get asked by future clients
As a financial coach, I will help you get a clear picture of where your finances are currently, what your goals are, and how you got to where you are today. Then we will work together to create a customized plan to help you accomplish your goals. I will walk with you through the solutions we craft together and rejoice with you when you conquer your money demons and achieve your dreams!
One of the biggest perks about being a coach and not a financial planner is that I am 100% focused on what is best for YOU! A financial planner is typically someone who works for a specific investment company-like Edward Jones, Charles Schwab or Fidelity. They can only recommend and sell the investments owned by their company, even if it’s not in your best interest. As a coach, I will not recommend specific investments but we will discuss investment strategies. I specifically avoided becoming a financial planner because I don’t want to have to sell you things that may not meet your needs. I get to give you completely unbiased advice, which is the best part of my job!
The short answer is-no. But those accounts may be a part of our strategy together, depending on your goals. As a coach I don’t recommend or sell investments and I can’t set up your retirement accounts for you. However, we will talk about things for you to consider when investing and starting accounts, and I am happy to direct you to someone who can do that work for you.
It really depends. If you are looking to accomplish just one goal, then we may work together for a period of weeks. If you want to completely overhaul your finances, we will likely work together for about 6 to 9 months. On average, clients spend about 3 to 4 months of coaching time with me.
Absolutely and I would LOVE to meet you in person! If you live in the Portland, Oregon metro area I offer in-person consultations. For those of you who live farther away, we can video chat-coffee in hand-for our “money dates”