One-on-one
financial coaching

Why Work with a Money Coach?

People usually don't work with a coach because they are just looking for someone to have coffee with. They do it because they need serious help talking control of a specific area(s) of their lives.  Maybe they've tried on their own and given up, or they don't know where to start and how to best approach what they are trying to take control of.  Do you feel stuck or like you have no good options when dealing with your financial situation? Do you have an unhealthy, detached relationship with money and don't understand why? Do you need an accountability partner to make sure you stay focused on the steps necessary to achieve what it is you really want? 

We can provide you the options and support needed to get you moving in the right direction. When you meet with our coach, Jennifer Perri, she will help you:

- Uncover your money personality & the type of relationship you have with money
- Discover what is holding you back from having the financial life and freedom you want
- Examine your current financial situation and discuss what you like and don't like about your current situation
- Create a Personalized Prosperity Plan that fits YOUR needs, goals, and objectives for a successful financial future 



What to Expect in One-On-One Coaching
 

 
Cash Flow: We will work with you to establish a written plan for your money. Spending every dollar on purpose before the month begins. You need to happen to your money before you wonder what happened to your money.

Understanding Debt: We will work to identify where your money is going and what actions you can take to get ahead of your debt. You simply cannot build wealth by borrowing money. By eliminating debt you can be much more aggressive in achieving your financial goals and saving for retirement regardless of whether you are 25 or 65.

Identify Unhealthy Spending: Simply stated, what are you spending on unnecessarily or in excess. By developing the written plan, these areas will become apparent and can be identified. If you don't manage your money, your money will manage YOU!

Identify your Relationship with Money: Everyone has a different perspective on spending, money and their approach to managing it. We will work with you to identify your individual perspective and needs. We will educate you about your options to address any areas of concern.

Develop Short & Long-term plans: Do you currently have a plan to save for college expenses, major household repairs, down payment, a replacement car or retirement? We will examine your needs and work with you to develop a plan to achieve your goals.

Fill in the gaps:  As we work through your current financial situation, we will also identify gaps that you need to address. The goal is address current AND future goals and objectives.  
 
We can only help you if you take the first step.

To be successful, you have to be disciplined AND engaged,  as we can only be as motivated about your money as you are.  If you are ready to move forward to discuss if coaching is a good fit for you, please schedule a discovery call by clicking the button "Need a Money Coach?" in the upper right hand corner of this page, or by completing the form below. If not now, then when? Now more than ever you need to be sure your financial house is in order. Let's chat.  

take control of your money & life now

One-On-One Financial Coaching