
How do I know if I need a coach?
Financial coaching will help you develop a plan specific to your unique situation and help you implement this plan.
Whether you’re facing a crisis situation – facing bankruptcy, foreclosure, or creditors harassing you non-stop,
or you need a plan for building wealth, or if you have some general questions about how to get on the right track with your money,
financial coaching could be the right thing for you.
I am trained to handle a wide variety of situations and will help you get
very detailed advice and a highly specific plan to make your money work for you!
How do I pay for financial coaching when I am broke?
Financial coaching gives you a high level of detail and individual attention.
To put the costs of financial coaching in perspective, it should be compared to
1) the costs of bankruptcy which can be $500-$3,000 in legal fees alone, or
2) the cost of credit counseling, which at $30-$50 per month for 4 years would cost around $2,000.
Compared to these options, the sliding scale fees charged by
Haven Financial Counseling Services represent cost-effective money well spent, often more than paying for themselves in the first year alone!
Will you set up a payment plan for my coaching fee?
After we have taken a look at your financial situation and find that there is a need for payment plans, we may set up a payment plan.
How does the coaching process work?
We offer a FREE 30 minute consultation where we you will tell us a little about your individual situation and we will make suggestions regarding what we think would be the best suited for your needs. Once you decide that our coaching package is right for you we will make an appointment for our first coaching session with you.
I want to make an appointment now. What do I do?
Please click on the Contact Us menu link to the left and fill out the form; we will give you a call within 24 hrs to set up an appointment.
How should I prepare for my coaching session?
All the required information that we will need for the first session will be sent to your email as preparation for your first session.
As the coach, what will your expectations be of me?
• Make sure you actually meet the commitments you make • Contact us when you need advice • Be available, prepared and on time • Work with your coach on new approaches • Be willing to sacrifice to win • Be True to Yourself! • Married Couples: Team First
Will you be able to contact creditors for me?
Yes we will contact creditors. Our approach is to utilize conference calling with our clients and their creditors on the same call as we teach our clients the process of effectively contacting creditors.
How often can I contact the coach after our session?
We make ourselves available to all clients and do not limit the number of calls that you make to us; all we ask it that you allow us 24 hours to get back to you in case we are unavailable at the time you call.
How does the follow-up work?
We meet face to face or via web conferencing once a month to work on the current month spending plan, with unlimited follow-up calls or emails as questions or concerns arise.
Is my financial information kept confidential?
Your financial information is 100% confidential and will not be shared with ANYONE; we take pride in protecting our clients' valuable information.
What is the difference between FPU and financial coaching?
FPU = Financial Peace University established by
Dave Ramsey
FPU is a 13 week financial course that is taught in a class setting; whereas Financial Coaching is a one-on-one coaching package that is offered to individuals and families.
