What is Financial Coaching?
- Financial Coaching is when a coach works with you where you are today with your money and helps you create a plan to achieve your financial goals.
- Individual, personalized support to help you every step of your financial journey.
- Like a personal trainer, but for your money.
- Go from stressed to confident with your money.
- Whatever your financial goal, the right coach can help you create a plan to get there.
Who is the right fit for Financial Coaching?
- Someone who isn’t sure where to begin or who has tried to make changes, but nothing has worked.
- Someone who knows their financial situation can be better and is ready to take action and improve it.
- Someone who wants to make some changes, but isn’t quite sure where to begin.
- Someone who has recently experienced a life change such as graduating school, getting married, getting divorced, etc.
- Someone who resides in the United States.
How do I get started?
Schedule Now- Schedule your free 15 minute consultation phone call to make sure financial coaching with Big Picture Budget is right for you.
- After your initial consultation, if you decide to move forward, we’ll meet to help you really get a handle on where you are today and take control of your money. Once you’ve booked this session, you’ll grant us Monarch Money access or receive some paperwork to be completed in advance of the session so the full time can be used efficiently as strategy time. We recommend you book this session 1 week from now to give yourself enough time to complete the paperwork.
- After your session, you’ll have the opportunity to continue with ongoing coaching for education and accountability if you feel it’s the right fit for you.
- There’s no shame in asking for help if your money isn’t where you want it to be.
