Hourly Financial Coaching Services

Hourly financial coaching services are available to individuals and couples looking for help with one or two specific financial issues. Activities in the hourly coaching session(s) are entirely customizable to address your specific coaching requests.

Below is a list of potential financial coaching focal points that may be addressed through hourly financial coaching:

  • Tracking spending and setting a budget

  • Creating financial goals

  • Savings strategies using our Signature Elevations Savings Strategies method

  • Basic financial education

  • Buying a home

  • Paying off your mortgage

  • Paying off student loans

  • Learning investing basics

  • Eliminating consumer debt

  • Saving for college (for yourself or your children)

  • Reviewing your credit report and improving your creditworthiness

  • Practicing generosity

  • Understanding and maximizing your employee benefits

  • Retirement planning

  • Building wealth

  • Organizing your financial documents and creating your net worth statement

  • Reviewing your current investment portfolio and developing an asset management strategy

  • Creating an investment policy statement to guide future investment decisions

  • Income tax planning strategies

  • Estate planning

  • Post-program support

Your Investment: $175/hour

If you don’t see your particular issue listed, please contact us to find out how we can help.