The Friendly Financial Coach

General information

The Friendly Financial Coach offers a unique program that focuses on empowering you to learn essential financial principles and to take control of your finances.

Program sessions are in-person one-on-one meetings customized to meet your individual needs and answer your particular financial questions. All of our coaching sessions are in a non-biased and non-sales based environment with a firm focus on you! Our main goal is to teach you the life skill of Financial Literacy.

Our coaching sessions have two primary focuses;

Helping adults gain or increase their financial independence by teaching them essential skills to take control of their finances.
Teaching youth foundational financial literacy to prepare them for “real life” and to minimize the bumpy financial road that they will encounter during their lives.
We believe Financial Literacy is an essential life skill and everyone has the right to understand their own finances. Unfortunately, this skill is not taught in public schools and poor financial habits can get passed down from parent to child.

Our goal is to help you take control of your finances and teach you the essential financial knowledge you will need to do so. Whether it’s rescuing your finances from turmoil and putting you back on track, helping you learn how mortgages work before you walk into a bank, or any other financial situation, we can and want to help!

We will customize our program to meet your individual financial needs and to answer all of your questions. We will even equip you with the questions you need to ask when you walk into a bank or other institution. For example, how low an interest rate can you realistically ask for? Should you pay off the credit cards, or ask for a loan to reduce interest? Should your son or daughter apply for a student line of credit or a government student loan? We will provide you with all the information you need to make intelligent and informed decisions about your financial future.

Our custom courses are taught by an experienced Financial Coach who has over ten years of experience in finance and eight years as a financial advisor helping families and individuals achieve their life goals.

We hope to meet you soon!!!