Ongoing Coaching
Stay accountable, navigate life's changes, and continue making meaningful financial progress.
Service Description
Financial progress isn't built in a single meeting—it's built through consistent action over time. Ongoing Coaching is designed for individuals and families who want a trusted financial coach alongside them as life evolves. Whether you're working toward buying a home, paying off debt, growing your savings, navigating a career change, or simply staying accountable to your goals, we'll continue refining your financial plan together. Your journey begins with a one-time Onboarding & Financial Foundation session. During this initial meeting, we'll review your current financial position, establish your goals, organize your financial systems, and build the foundation for our coaching relationship. From there, you'll receive two 60-minute coaching sessions each month, providing regular opportunities to review progress, discuss upcoming financial decisions, adjust your strategy, and stay focused on what matters most. As your life changes, your financial plan should too. Ongoing Coaching provides the accountability, clarity, and guidance to help you confidently navigate each new season. Includes: - One-Time Onboarding & Financial Foundation Session - Two 60-Minute Coaching Sessions Each Month - Personalized Financial Guidance - Goal Tracking & Accountability - Roadmap Updates as Needed - Financial Scorecard Reviews - Email Support Between Meetings - Guidance Through Major Financial Decisions