What is Financial Coaching?

We have expertise in the entire financial life-cycle, so we are able to counsel and coach clients at any point in their financial journey.  We can successfully help you overcome a financial crisis, reduce debt, modify ineffective money management behaviors, build an effective cash flow plan while providing strong financial education so you can meet your short-term needs and long-term goals. 
 
Our clients experience increases in savings, improvement in debt management and establish good financial behaviors.
 
They also experience lower financial stress and greater satisfaction...REAL CHANGE in their financial situations.

FINANCIAL COACHING

 

"Just wanted to let you know I've been following my saving and cash flow plan! My credit score went up significantly in the last 6 months and I looked at my savings account and thought "WOW, now I actually have a savings!"

T. Brown                                                                     

Miami, FL

Our Coaching Process

Financial Coaching is driven by your needs. We partner with you and hold you accountable to:

  • Determine your vision for financial success

  • Identify your core values, strengths and priorities so you can better leverage and honor them in the pursuit of your financial goals

  • Break down your financial goals into small, achievable action steps that are big enough to move you forward and small enough to be realistic

  • Develop new best practices for financial management

  • Identify and re-work negative perspectives, patterns or old ways of thinking that no longer serve you or the pursuit of your  financial goals

  • Determine what will best motivate you and hold you accountable to your goals

 

Coaching Services

Financial Foundation - Coaching Package

Begin the process to help you establish an effective cash flow plan, identify hindrances to the plan and develop new spending habits that fit your lifestyle, establish debt elimination strategies, and goals for financial success.

 

Rate:

$597 ( billed in 3 monthly installments of $199) 

Includes: 

Receive Financial Coaching for 3-months

12 weekly coaching sessions 

Action plans

Financial Expansion - Coaching Package

Assess your cash flow plan, review your credit and debt, create action plans to achieve your goals for financial success. Based upon your goals this can include but not be limited to developing plans for funding retirement, proper insurance coverage, saving for college, starting a business, estate planning.

Rate:

$997 (billed in 6 monthly installments of $166)

Includes:

Receive Financial Coaching for 6-months

18 coaching sessions

12 weekly sessions, 6 bi-weekly sessions

Action plans

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Schedule a consultation today!

Grosse Pointe, Michigan | phone: 888-705-9956 | fax: 313-881-3119| email: info@mytfcoach.com | Social Media:

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© 2023 by Trinity Financial Coaching, LLC