Gain Clarity…Make a plan…Live your Dream!!
Financial Coaching is Here—
Let’s Succeed Together!
Gain Clarity…Make a plan…Live your Dream!!
Financial Coaching is Here—
Let’s Succeed Together!
Why Financial Coaching?
Money Management
It’s no wonder that so many of us are not confident with how we handle money…most of us were never taught basic money management at home or in school!! You are not alone…so many are experiencing the same thoughts as you are right now!
Do any of these feelings ring true?
- Uncertainty over exactly what your financial picture really is
- Reacting to financial situations rather than being proactive
- Worry if you are saving enough for emergencies and/or retirement
- Fear of an emergency you may not have money to cover
- Stress over living on an irregular paycheck or of a partner/spouse not working
- Embarrassment over debt, overdue bills, or late fees
Imagine having a crystal-clear picture of your current financials…
What can you do NOW to make your dreams a reality?
How would that change your life?
Imagine having a crystal-clear picture of your current financials…What can you do NOW to make your dreams a reality? How would that change your life?
What is a money coach?
Financial Coaching falls under the umbrella of Life Coaching.
A great money coach explores your personal money “story”, how your upbringing affects how you understand and relate to money, and how you spend, save and invest for your future. A great money coach takes the mystery out of money and replaces it with confidence and empowerment. Through deep, probing questions and exercises, a great money coach works with you to develop a money mindset that builds on what is important to you, addresses your current and future spending, and challenges you to relate with money in ways that align with your values.
What a money coach is NOT
A money coach IS NOT an investment advisor, a tax advisor, or a legal advisor. A good money coach will not tell you what to do or make financial decisions for you.
Instead, a good money coach will assist you with financial concepts and explore your options with you.
While being supportive, they can help hold you accountable, so that you can make the best decisions, ones that align with your individual situation, personal goals, and values!
Schedule a 15-minute Q&A phone call with me and let’s talk about your future!
What We Do
Our Services
Only 30% of Americans have a long-term financial plan that includes savings and investment goals
56% of American households were living paycheck to paycheck in 2021
49% of Americans say they have saved less than $500 in the past 3 months
51% of Americans report to have less than three months’ worth of expenses covered in an emergency fund
Roughly 45.4% of American families carry credit card debt balances
1 in 4 Americans indicate having no emergency fund at all
Clarity
Gain clarity of your current financial picture
Financial Literacy
Learn money management skills
Take ownership
Personalized encouragement and accountability during your journey
Personal Development
Determine your values and priorities
Set Goals
Develop a financial strategy for your future
Save for your dreams
Implement debt pay down and emergency savings plans
Financial Coaching Benefits
There are so many benefits from working with a financial coach! Having a clear and accurate picture of your current financial picture and what steps you can take to move in the direction that aligns with your values and dreams is amazing!
Learn to control your money instead of your money controlling you!
Testimonials
Our Awesome Clients
Anthony W.
Washington, DC - Retired
I consulted Ms. Fox about a real estate purchase I was considering and found her to be very experienced and knowledgeable. Her help resulted in me buying the house that I wanted!
Cathy M.
Columbus, Ohio - Registered Nurse
Susan’s expertise and real-life examples, (she practices what she teaches) have increased my confidence in my ability to retire comfortably while still enjoying life today.
Hayley K.
Durham, NC - PA-C
I feel much better prepared for my financial future since working with her and would highly recommend Susan to anyone looking to learn about personal finance and planning for the future!