Starting financial coaching  can be overwhelming.  In order to help the process make sense, I’d like you to understand the process entails and what will be expected from you.

Financial Coaching Appointment:

As we start financial coaching, we will focus on moving you from the information stage to the behavior change stage.  We will create goals for our time together, break them into steps, and work on strategies to reach these steps. We will also celebrate the wins.

You Should Bring:

When you come to your coaching appointments you should bring any financial information that we will need to develop or measure progress on your goals.  This may include budgets or expense trackers we have generated, online account logins, receipts and any homework from previous sessions.

Please Note that financial coaching appointments can be in person, over the phone, or via a video chat service, what ever is most convent for you.

If you meet me in my office we will meet at 2411 West Main Street Unit 1A Bozeman, Montana.