Coulee Financial Coaching
Empowering Educators to Achieve Financial Stability and Freedom
If you are an educator looking for information and support, Coulee Financial Coaching is here to serve you! Email couleefinancialcoaching@gmail.com for a free 20-minute consultation.
What does a financial coach do?
A financial coach provides one-on-one, personalized education and support to promote behavioral change. The goal of financial coaching is to empower clients with the information and tools needed to make their own money management decisions. A financial coach does not provide investment recommendations, advice, or management.
What topics might a financial coach help with?
Topics that a financial coach might help with include:
Personal finance education and literacy
Budgeting and cash flow
Managing debt
Premarital financial coaching
Couples financial coaching
Renting versus buying a house
Building an emergency fund
Teaching money fundamentals to children
Understanding employment benefits
Planning for college
Finding Your Path to Financial Independence
Credit Cards and Travel Hacking
Assembling a Family Emergency Binder
What does the financial coaching process look like?
Financial coaching is personalized to your situation. The coach works to understand your current financial context, identify goals, define objectives, develop a plan, and provide support. Throughout the process, priority is placed on encouragement, education, and monitoring. Generally, the process works through the following steps:
1) Analyze and understand context. The coach works to understand the client's context and finances.
2) Identify objectives and goals. The client and coach work collaboratively to identify financial goals and objectives.
3) Develop a plan. The client and coach collaboratively develop a plan to meet the objectives and goals.
4) Implement the plan. As the client works to implement the financial plan, the coach supports them through on-going education and guidance.
How much does financial coaching cost?
Coulee Financial Coaching is a fee-based service. See the Packages page for details.
