A longtime partner suddenly passes away. An unexpected divorce. The birth of your first child. A new business venture. Certain life events bring into relief the need to get our financial ducks in a row. These same events may bring with them stressors and emotions that prove counter-productive to focusing on budgets, cash flow, investments, and other financial matters.
We can help. Our Personal Coaching service will audit your assets and liabilities and build a personal balance sheet. We work with you to define your goals, financial and otherwise. We advise you on financial products and services you may need. We advocate on your behalf with insurers, banks, and other financial service companies to remind them of the service component of their business.
Our focus on financial education ensures that at the end of our engagement, you will have not only a complete picture of your financial position but also a blueprint for moving forward towards your goals. From building a household budget to estimating cash flow in your retirement, you can count on your Personal Coach for expert guidance tailored to your unique circumstances.
Rates start at $285 per hour. As we are only paid by our clients, all of our advice is unbiased. We believe in complete transparency and we are on your side.
Contact us at coaching@livebeneathyourmeans.com to request a free 30-minute consultation to discuss your situation and how we can help.