Personal Financial Coaching
for every stage of your financial journey.
EXPERIENCE TRUE FINANCIAL PEACE.✏️
Beginner
You understand the concept of a budget, but haven’t gone much further beyond that point. You’re seeking more knowledge and action steps to move you out of the beginner stage and into a place of more financial clarity.
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Intermediate
You’ve tried some different approaches to get your personal finances in order, like the snowball method for paying off debt. Nothing has truly made a difference, so you’re looking for help on how to really make a difference in your life.
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Experienced
You’re confident that you understand different financial approaches. You may even invest regularly and you have a budget you stick to, but you’re ready to go further in your financial journey and make real headway toward your goals.
If the thought of diving deep into your financial situation is enough to send you into a panic attack, go ahead and take a deep breath.
You’re in good company here, and we know all too well how nerve-racking it can feel to take a good hard look at your financial situation.
The truth is, taking control of your finances can be downright overwhelming.
Should you track your spending before doing anything else? 😬 Better brush up on those budgeting skills.
Set financial goals that are truly realistic for your situation? 🤯 What’s even realistic for you, anyway?
Eliminate debt before you even think about opening a savings account? 😩 If you knew the best way to eliminate your debt, wouldn’t you have done it by now?
The beauty of financial coaching is that we can look at every one of your unique financial needs in tandem so everything starts working together—just like a well-oiled machine.
At Peak Financial Coaching, we take a holistic approach to your financial situation.
We believe things like goal setting, budgeting, paying off debt, planning for retirement, and saving for future expenses are all equally important.
That’s why our financial coaching services wrap multiple aspects of your financial situation together in one comprehensive program that’s tailored to where you’re at in your financial journey.
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Base Coaching Program
Best for beginners who need a little push to get off on the right financial footing.
Includes:
✔️ Goal Setting
✔️ Budgeting + Cash Flow Analysis
✔️ Savings Strategies
Engagement:
1 month
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Climb Coaching Program
Best for individuals and couples ready to develop and maintain a series of healthy financial habits.
Includes everything in the Base Program plus:
✔️ Insurance review
✔️ Tax planning
✔️ Investing education
Engagement:
4+ months
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Summit Coaching Program
Best for individuals and couples who want to transform their finances and reach their goals.
Includes everything in the Climb Program plus:
✔️ Retirement planning and net worth analysis
✔️ Estate planning
✔️ Holistic Financial Plan
Engagement:
7+ months
Do you have questions? We have answers!
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A financial coach works to help you reach your financial goals by teaching you how to build and maintain healthy money habits that will serve you through different stages of your life.
A financial coach also provides education and accountability, helping you discover the best strategies to reach your goals while holding you responsible for acting on the steps that will get you there.
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Financial coaching and financial planning are similar in some ways, but different in others. Here are some of the biggest differences between financial coaches and financial advisors:
Financial coaches do not manage or invest your money on your behalf. Many financial advisors do.
Financial coaches do not sell life insurance policies, annuities, or investment products. Many (although not all) financial advisors do.
Financial coaches often work with clients who are at any stage in their financial life. Many financial advisors only work with clients who have already accumulated significant assets.
Financial coaches focus on money behaviors and habits to help you manage your money more effectively. Financial advisors focus on managing money you’ve already saved and invested.
Ultimately, financial coaches provide different services than financial advisors, some of which may overlap. Which is right for you depends on your goals, your needs, and where you are in your financial journey.
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Naturally, how much a financial coach charges can vary from coach to coach. To see how much our financial coaching services cost, please click to learn more about each of our individual coaching programs above.
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From helping you eliminate debt to saving for your first home…
From reducing your expenses to increasing your income…
From learning more about investing to changing your mindset about money…
—financial coaching can help you get there.
What’s more, financial coaching can help you tie all the above together and more so that your financial life is healthy and whole.
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If you’ve ever felt financially stuck, financial coaching services can help you finally make strides forward!
Looking for something a little different?
For individuals and couples with single, focused problems or questions about their financial situation, we can meet with you on an hourly basis to help you understand your problems and design solutions to help you reach a specific goal.
Hourly financial coaching includes your choice of:
Tracking spending + budgeting
Goal setting
Buying a home
Saving for college
Eliminating debt
Employee benefits review
And more!