Together, we plant seeds that last generations
What is Financial coaching?
Financial coaching with FreeLance Finance means that we work together to understand your unique financial situation and develop plans that allow you to meet your goals. This is a safe and judgment-free environment that will allow us to take a deep dive into your finances.
I believe that generational wealth, financial wellness, and/or financial stability, all start with developing a sound financial plan and financial habits that can be passed down for generations. We see consistently that the children and the people around us often mirror our behaviors and habits. Demonstrating positive financial habits for yourself and/or your family can be passed down for generations.
We focus on exactly what our public education system hasn’t, financial literacy, financial habits, and personal finance strategies. Financial habits are the skills, behaviors, and strategies that you need to feel great about your finances now and into the future. Secondly, we will go over many of the financial terms and concepts that will be essential to your financial stability and wellness.
Five Pillars of Financial Stability & Wellness
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Planning
This does not always mean the dreaded word “budgeting”. This means that a personalized financial plan is developed that aligns with your values and goals.
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Saving
Whether you want a house, car, clothes, or that concert ticket that you have always wanted, knowing how to effectively save money is essential to maintaining financial stability.
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Debt Management
Debt can come in many forms: credit cards, auto loans, student loans, etc. We will work together to not only eliminate the debt, but also help you understand why you have it and how/when to avoid it. AND raise your credit score in the process.
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Income
Having a stream of income is another essential piece to maintaining financial stability. We will talk through if your income is causing financial instability and how we can address it.
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Investing*
College savings accounts, retirement accounts, and brokerage accounts are your best friends when it comes to investing into you and your family’s future. We will talk through your options and what to consider.
*Disclaimer: I do not provide investing advice or handle clients’ investment portfolios.
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The "What's first?" Session
This session is one meeting and is ideal for individuals who want to start their path towards generational wealth and financial stability, but are not sure where to start. You receive the benefits of financial coaching without the long-term commitment.
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Five Pillar Programs
The ideal choice if you want a personalized long-term financial plan that is unique to your financial goals and helps you stay accountable throughout the process. This is for individuals who are dedicated to long-term financial wellness and stability. The financial coaching programs range from 3-months to 6-months.