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Financial Coaching Services

Did you know that 78% of households live paycheck to paycheck? Nearly this same percentage of households do not have a written plan. Coincidence? I don’t think so.


How much money are you losing every month by not have a clear financial plan? Hundreds? Thousands? Would finding that extra money help you to achieve some short and long term goals that have seemed out of reach? What would happen to the quality of your life and your relationships if you managed your income better? 


Travel the path towards financial freedom now. 


It’s never too late to start! Schedule a free coaching session today.

Why Work With A Financial Coach?

Here is what you can expect:

  • A personalized plan that includes short and long term objectives
  • Practical solutions to the money challenges that may be negatively affecting your quality of life.
  • A real person on your team who cares and will provide the support and accountability you’re looking for.
  • Peace of mind that comes with having control over your money.
  • Money management habits that will serve you for a lifetime and allow you to build wealth wisely. 

How Does It Work?

For our first session (30 minutes), we simply talk about your financial history and objectives. This is a complimentary meeting where I further introduce myself and get to know your individual circumstances.

If you decide to move ahead in the process, we meet either in person or online using Zoom, an online meeting platform, and you can email and call me with questions in between coaching sessions. The first session is a 90-minute strategy session in which I provide you with a comprehensive assessment, we discuss your goals, outline a customized plan together for what we will focus on in the next six months, and we build your budget together line by line. Subsequent sessions are 60 minutes. I also provide budgeting forms, financial planning tools, and other resources that I hand-pick for you, based on your lifestyle, goals, and personality.

How Am I Compensated?

For a monthly subscription you get two coaching sessions per month, email and phone support, and guided access to planning tools and forms. While the recommended time frame is 6 months of coaching, there is no obligation or contract. At the end of the six months, some opt to continue with coaching, while others choose to meet quarterly for financial maintenance. Because the value of financial coaching is so much higher than the price, your investment pays for itself many times over. In fact, if I can’t find enough savings to cover the monthly fee, I will give you 90 days of coaching at no charge. Considering the average person pays $2,300 just for consumer debt interest every single year, the cost of not working with a coach is significantly higher.

Questions about financial coaching? Email Kevin at kevin@fiscally.fit or schedule your free consultation.

What you get:

  • Monthly In-depth Coaching Sessions
  • Progress Tracking and Analysis
  • Ongoing Email and Phone Support
  • Premium Budgeting Tools and Forms