A Balanced Approach: 

Financial coaching doesn’t purely emphasize numbers like financial advising might do nor does it solely emphasize mindset and emotions, like life coaching would do.

Financial coaching is a precise balance of both the numbers and the psychology, helping people develop habits and systems that will help them be successful with their money.

A Personal Approach:

There are so many systems and philosophies regarding how to handle money that it can be overwhelming. And it is likely that people have tried one or more popular approaches.

A good financial coach isn’t looking to make disciples of a particular system or guru. A good financial coach wants to get to know the client and help the client determine which approach will work for them.

What it Looks Like:

At Unburdened, I have a Discovery Session with the client where we go over all of the numbers...income, expenses, debt, savings, etc. We discuss pain points for the client and ultimately where they would like to end up on their financial journey.

During our ongoing sessions, I help the client uncover what their goals and values are regarding money and how they can make their money habits align with those goals and values.

What Financial Coaching is NOT:

At Unburdened, financial coaching is not the same as financial advising. I cannot give investment, insurance, or legal advice, although I can point out gaps in those areas and send clients in the right direction for those services.

What I would work on with clients is more rudimentary. Depending on an individual’s goals, we can work on developing and implementing spending plans, strategies for paying off debt, and savings milestones.