Personal Financial Coaching

Your money needs a plan.

Whether you're trying to get out of debt, struggling to stick to a budget, preparing for a major purchase, or simply wondering what you should be doing next, financial coaching can help you build a clear roadmap forward.

You don't have to have everything figured out before we meet. We'll start with where you are today and work from there.

[Book a Free 20-Minute Consultation]

What Can Financial Coaching Help With?

Every person's financial situation is different. Our sessions are built around your goals, your numbers, and the challenges you're facing.

We can work together on things like:

• Creating a realistic monthly budget

• Getting out of debt

• Building an emergency fund

• Working through the Baby Steps

• Combining and managing finances as a couple

• Saving for a home or other major purchase

• Planning for irregular expenses

• Breaking the paycheck-to-paycheck cycle

• Making difficult financial decisions

• Developing better money habits

• Creating a long-term financial roadmap

• Accountability and staying on track

You don't necessarily need a complicated financial strategy. Sometimes you need someone outside the situation to help you look at the numbers, establish your priorities, and determine what to do next.

What Does a Coaching Session Look Like?

Before We Meet

You'll complete a short questionnaire so I can understand your situation, concerns, and goals. Depending on what we're working on, I may also ask you to gather some basic financial information beforehand.

During Your Session

We'll spend 60 minutes working through your specific situation.

This isn't a lecture or a generic financial class. We'll talk through what's happening with your money, identify the biggest priorities, and develop practical next steps.

After Your Session

You'll leave knowing what to work on next and why.

Some people may only need a session or two to get pointed in the right direction. Others may benefit from continued coaching and accountability. There's no requirement to commit to a long-term program.

Simple Pricing

$150

60-Minute Personal Financial Coaching Session

Before scheduling a paid session, start with a free 20-minute consultation. We'll talk briefly about what you're looking for help with and determine whether coaching is a good fit.

[Book a Free Consultation]

Financial Coaching, Not Financial Advising

I think this section is important for your website, especially because your business name contains “Financial.”

I'd say something along these lines:

Dalane Financial Coaching provides financial education and coaching designed to help you make informed decisions about your own finances. Coaching does not include investment management, securities recommendations, tax preparation, legal advice, or other services that require a licensed professional.

When a situation falls outside the scope of financial coaching, I'll encourage you to work with the appropriate qualified professional.

You Don't Have to Have It All Together Before We Talk.

If you're embarrassed about your finances, don't know where to start, or haven't even added up all the numbers yet, that's okay.

The purpose of coaching isn't to judge where you've been. It's to understand where you are now, decide where you want to go, and build a roadmap for getting there.

[Book Your Free 20-Minute Consultation]