Financial Coaching

We work with each client to create a customized roadmap towards financial success. Our experienced coaches have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Our team of financial coaches can help you:

  1. Set Financial Goals: Once you know what you're working toward, your motivation will skyrocket. We'll help you figure out what matters most to you, then build you a financial plan that gets you there.

  2. Increase Savings / Budgeting: We'll get to the bottom of where your money is going each month. Everyone has areas of life they could cut and we will show you exactly how much you need to be saving to accomplish your short term and long term goals.

  3. Boost Your Credit Score: We'll share hacks for increasing your score in record time as well as switching to the best possible cards and avoiding fees.

  4. Eliminate Student Debt: We'll help you understand refinancing, consolidating or other strategies that will eliminate your debt once and for all.

  5. Demystify Retirement (401(k)s, IRA(s), ROTH(s) etc.): We'll help you make sense of it all, understand the right contribution amounts, your company match and the tax implications so you can retire comfortably when the time comes.

  6. Understand Investments: We do NOT invest your money for you (we are not financial advisors and will not manage your your accounts!). What we will do is educate you on what investments are, help you understand your statements, how to calculate your rate of return and provide guidance on what is in alignment with your goals and financial dreams.

 

  • How can I negotiate successfully to earn the salary I deserve?

  • How can I become debt free?

  • What is the process for purchasing real estate?

  • Can I retire early?

  • What is the rate of return on my investments?

  • What’s the best approach for college savings?

  • Do I have enough life insurance for my family?

  • When can I retire?

We answer your questions, including:
 

Experienced, knowledgeable, resourceful and passionate, our team represents the best there is in financial education and coaching. At Women, Wealth & Worth, we understand it takes a level of care to deliver the most meaningful results over time.