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What IS Financial
Coaching?
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Personalized, one-on-one
coaching based on YOUR schedule, over the phone.
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Based on a curriculum, but
flexible to fit your needs and your specific financial
challenges.
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A relationship is
developed between you and your coach so that your
personality and individual needs are addressed.
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The coach assists you in
keeping focused, being held responsible, and inspired to
reach your individual, family’s, and business’ financial
goals.
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Apply the “Three Rules of
Money” to your specific situation; and suggesting
solutions for removing debt.
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Provide you with a
computerized report regarding their present financial
portfolio.
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According to the National
Endowment for Financial Education in April 2006, figures show that
despite an abundance of resources available to help consumers learn how
to achieve financial security, statistics such as a national savings
rate near zero, national consumer debt over $2 trillion and 1.6 million
bankruptcy filings in 2004, indicate that many people aren’t using this
information to their benefit by taking the necessary action that would
improve their financial health.
Ted Beck, President and Chief Executive Officer of the National
Endowment for Financial Education said in an address before the
Committee on Financial Services Subcommittee on Financial Institutions
and Consumer Credit of the United States House of Representatives in
September 2006,
". . . that the need for
financial literacy now is greater than ever before. This is because the
responsibility for financial security has been transferred, for the most
part, from institutions to individual Americans. The burden of carrying
such responsibility has been incurred within a relatively short time
frame, causing concern, frustration, even fear, among members of the
public. Yet, we also believe that consumers, regardless of their
education background or income level, are up to the task of assuming
responsibility for their financial well-being—if they are given
appropriate education, the necessary tools, and ongoing reinforcement."
Financial education
grows in proportion to the realization that big business will no longer
meet the financial advisement needs of its employees. New and more
innovative financial education programs are developed to refine the
information that is being taught to students.
We open the eyes of our students to new and better ways to think and act
about money.
We provide affordable, comprehensive and effective coaching programs for
our students. Our work is based on the individual needs of our student,
combined with the ethics and professionalism to which every student is
entitled. Our goal is, simply, the success of the students. Our ethics
are never negotiable!
We provide backup support via phone and email for the students between
sessions. While the sessions are largely student-directed within our
curriculum, specific topics covered have included understanding and
changing rates on credit cards, understanding and positively influencing
credit scores, debt reduction plans, tax strategies using the services
of a certified tax professional, cash flow, creative thinking,
behavioral choices and starting a home-based business. We also train the
student in, and monitor their on-going use of, financial management
software.
Ready for a change in your financial lives? Does this sound like it
could help you? Take the next step and call (888)997-8284 or
contact us.
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