Financial coaching is different from any other finance-related job. CPAs help you with your taxes. Financial advisors help you with investments. But financial coaches work with you to create a start-to-finish plan for your money and help keep you on track.
The purpose of this meeting to is to introduce ourselves and see how we can help you achieve your financial goals. After this initial consultation, I follow up with the family to recommend an appropriate service for their needs.
Does it feel impossible or confusing to get your dream financial future? Whether you’re trying to destroy debt, pay off your home early, or give more, I can help you create a plan that sets you up to win with money.
Crow Family Testimonial
Please contact us if you cannot find an answer to your question.
That’s the great thing about a financial coach—they can help you in any situation! Maybe you’re up to your eyeballs in student loans or credit card debt, or you’re having money fights with your spouse. Or maybe you have big money goals—like saving to buy a house or setting yourself up for retirement—but no plan to achieve them. Regardless, a coach can meet you where you’re at and steer you in the right direction to win with your money.
Our Ramsey Preferred Coaches (RPCs) are actually independent coaches who charge their own rates—but most offer a free consultation. If you choose to work with an RFC, they may charge a flat rate that includes several sessions, or they may charge an hourly rate for each session. Generally, though, financial coaches will work with you to make recommendations based on your needs.
Marriage is not “me”—it’s “we.” Working on your finances together is the only way to succeed when it comes to money. Not only that, many couples find that talking about money actually reduces stress in their marriage. It’s so important, we’ve made it one of our core teachings.
If you’re having difficulty getting your spouse on board, let your coach know.
Copyright © 2023 Lowell Lane - All Rights Reserved.
Powered by GoDaddy