Frequently Asked Questions

What is financial coaching?

Financial coaching is about teaching the fundamentals of how money works. More than simply "Make money. Spend money. Hope it all works out." We train our clients to be able to make wise choices with their money every day - this empowers them to have more money for their goals such as paying off debt, buying a home or preparing for retirement.

Can I book an PFC Session?

The heart of our mission is to be able to help people from all walks of life gain a better understanding of the way money works. For this reason, we have developed our programs to work through email and chat. Start with the free needs analysis sheet and we will go from there. Once we understand the gaps in your finances, we can develop a custom made program for your specific situation!

What are your fees?

Our needs analysis is free and you can request a breakdown of the savings opportunities in each category. A detailed plan with checkpoints and specific goals can be purchased at that point. These plans range in price from $10 to $30 depending on the complexity of your goals.

How is this different from financial advice?

Financial advisers are trained experts when it comes to investing and planning for the future. The majority of them work with clients who have already acquired a reasonably large amount of money. That's not a lot of people. Coaching seeks to get more people to the point where they have that large amount of money to begin investing and planning.