Engaging the services of a wealth coach is a process that deserves serious consideration. The following are typical questions we get asked from prospective clients.

What is your specialty?

  Typically, I work with single professional Gen-X women that want to feel confident making financial decisions.  They've been so busy building their careers that they've overlooked their finances.

There are so many financial planners. Why should I choose you?

  Great question!  Choosing a financial planner/wealth coach is a very personal decision.  You should have a gut feeling that the person you choose is someone you want to share your goals with and will help you create that big, bold life you're dreaming about. Typically, clients that ask to work with me know they have money mindset issues and want to overcome their blocks so they can create their big, bold life.  It is in your best interest to avoid the temptation to choose based on price.  This is a very personal business and not one size fits all.  Your needs aren't cookie cutter.  Neither are financial professionals.

What are some common problems you’ve helped clients solve?

You know how it's hard to make good decisions after a sudden trauma?  I help newly single professional women build a new lifestyle by teaching  them simple, clear money strategies they can apply with their eyes closed. Often their biggest worry is how long will their money last.  So I help them find out if there's life insurance or other overlooked assets.  I explain how employee benefits, pension and retirement accounts will impact their future.  Then I help them create an intentional spending plan so they can decide how to fund other goals, like buying a home or retirement.  I believe the biggest problem I help them solve is removing the angst of feeling like they are all alone in the process.  Knowing they have their trusted wealth coach by their side gives them gives them confidence and certainty they will thrive, not merely survive, with their lifestyle and legacy secured. 

Why do you specialize in helping women?

I saw early in my career many women were raised to believe money matters were the "man's job". This became problematic if they didn't have a man in their life and had to handle things alone. Women tend to outlive men, and experience career interruptions more than men.  They worry more about outliving their money and making sure their family’s needs are covered if anything happens to them prematurely.  Yet even though many women make most of their household’s buying decisions, the financial services industry has notoriously ignored women's needs.  My mission is to change that by guiding my clients toward creating a big. bold life!  I designed my process to complement the way women like to work by leading with education and planning, rather than selling a product.  Giving women room to feel comfortable asking questions helps them open up about what they don’t understand and what matters most to them.  I take the time to give them the information they crave so they're confident in their money decisions.

Will you work with men?

 My wealth coaching system is designed to help women.  I partner with Four Ponds Financial Planning to support clients that aren't a fit for my wealth coaching practice.

How much contact do you have with your clients?

During the initial planning phase, we have a pre-determined meeting schedule.  Typically we meet twice a month until the plan is created and implemented. Then we meet as needed to coordinate the services of your other professionals to fully support what you want to accomplish. The benefit to you is it consolidates the fractured advice you may receive from multiple providers and minimizes the possibility of something significant falling through the cracks. In between scheduled meetings, clients always have the option to contact us with questions.

What makes your client experience distinct?

 My clients say the combination of Money Coaching and Planning helps them know what stands between them and financial freedom and what changes they need to make to attain their goals.  I'm one of a handful of Certified Financial Planners that is a Certified Money Coach too.  I developed a Wealth Coaching model to ensure the plan we create is executed.  By holding their hand while keeping them accountable, my clients don't take this journey alone.  They have a partner walking beside them.  When the initial plan is in place and all the boxes are checked, they can breathe again, knowing all the things that kept them up at night, staring at the ceiling are handled, preserving their lifestyle and legacy.

How do you charge for your services and how much?

Clients either hire me for private one-to-one wealth coaching, or they join my group coaching service. Private coaching starts at $3,600.  Group coaching starts at $500 a month.

Do I need to have a certain amount of money to work with you?

 No.  The Wealth Coach for Women offers private or group wealth coaching.  For asset management and comprehensive financial planning services, we partner with Four Ponds Financial Planning.  They do not have a minimum account size to work with them.

Can't I do this myself, or use an online app?

You can find free tools online.  What you won't get from a robo advisor, or trying to do it yourself is objective advice.  One of the hardest parts of financial planning is staying disciplined to work toward your goals and unemotional when the market gets jittery.  More important, do you want to do this alone?  Do you have the knowledge, time, discipline and follow-through to create a plan that creates a picture of your desired lifestyle and then stay inspired to take action?  And my follow up question is, if you do, why haven't you done it yet?  If following a financial plan alone was easy, everyone would be doing it.  

This sounds perfect!  How do I get started?

 That’s easy. Just click here to schedule a time to meet by zoom.  There is no cost or obligation for the initial "learn more" conversation.  During the call, we'll decide if taking the next step makes sense.  If we both agree, we will schedule your first coaching session to get started. 

Is there anything else I should know?

  Still have questions? Click here to get in touch and let me know. I’ll be glad to talk about anything that’s on your mind.

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