For Individuals and Businesses
One-on-One Financial Coaching
Even the best business owner may find himself neglecting his personal, household finances. So many are in debt and making only minimum monthly payments to credit cards, student loans, and car loans.
How can financial coaching help you?
A financial coach can help you walk through challenges, emergencies and goals by assessing your situation and offering you objective guidance toward building your financial plan or budget.
The types of situations we help with include:
- Getting out of debt
- Creating your household budget
- Working with collectors
- Reviewing the basics of a strong financial foundation (including insurance and wills)
- Planning for children’s college
- Making a plan to save for retirement
How Financial Coaching can help you & your family?
Do you ever have trouble making ends meet? Are you overwhelmed with monthly bills or
collection calls? Are you trying to save for your children’s college? Would you like to stop
renting and own your own home? Are you having a financial crisis? Do you want to do a better
job providing for your family?
Sometimes we all need help with our finances, either personal or business. Financial coaching
may be a step in the right direction. As a Ramsey Solutions Master Financial Coach, I can tailor
a program to meet your specific needs and goals.
Debt & Household Budgeting
Probably the most common financial challenge is paying all your bills. Perhaps you have
multiple credit cards, car loans and other borrowings and even the minimum payments are just
too much for your paycheck to handle. What if you could actually get out of debt? What would
that do for your stress level and your family?
Believe it or not, getting out of debt IS possible;
you just need a plan (called a budget), time, and the desire to do it.
Emergencies
Another common challenge in our daily lives is the financial emergencies that seem to hit us just
when we least expect them. They might be medical issues that require large co-payments and
deductibles; perhaps a failing water heater or home appliance; sometimes a loved one needs
help; the list goes on and on. How in the world can you manage the emergencies in daily life
when you are struggling paycheck to paycheck, often because of debt?
Everyone should have
an emergency fund of 3 to 6 months of expenses set aside — you’ll sleep better and be
prepared when the emergency comes, as they always do come. An important part of your
financial plan is dealing with those emergencies.
Financial Planning & Retirement
Beyond making our monthly bills and covering emergencies, most of us have dreams — these
could be retiring with dignity, a destination vacation, owning a special car, or putting our children
through college, or establishing a foundation to give to a cherished charity.
Financial coaching
can help you make your dreams happen. We do not sell any financial products, ever. What we offer is informed guidance, coaching, and
hope.
Looking for Business Financial Coaching?
Business consulting services span many areas. We will discuss with you your business goals and current challenges and guide you toward solutions to achieve your goals and solve your issues.
Featured on Dave Ramsey’s National Blog
“Lynn works primarily with small business owners and entrepreneurs. Coaching has allowed her to come at her work from different angles.”
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