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Financial Coaching

Financial Coaching

Financial coaching is on of the most hands-on services we provide.  Our coach will help you develop and implement a plan specific to your unique situation.  We’ll provide monthly budget support, debt reduction strategies, and ideas to kick start savings/investing.  If you have general questions about money management or need help organizing your financial life, financial coaching could be right for you.  Our coach is trained to handle a wide variety of situations—and will offer detailed advice and a specific plan to put your money to work for you. 

Full disclosure, you can do this on your own. You don’t need a financial coach to get your finances in order. That said, you don’t need a gym membership or a personal trainer to get fit. Just like the first day on unfamiliar exercise equipment is intimidating (and arguably inefficient), taking the first step towards financial independence can be daunting. Know this, we’ve seen it all--and a coach will be by your side rooting for positive change and providing ongoing guidance. We foster change through providing increased motivation, a diverse skill set, and regular accountability. 

Want to learn if coaching is right for you?  Reach out to Michelle Daniel at (919) 883-4316 or 

You can also learn more about financial coaching and a few quick tips by exploring these resources:

How It Works & Who It Benefits

Financial Stats of the Average American

Quick Start: Guide to Budgeting

Quick Start: Debt Reduction Idea