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Personal Financial Coaching

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Coach Susan Fox

Personal Financial Coaching – Columbus Ohio

Having a clear picture of where you are right now, and the steps needed to work toward your goals is an amazing and confidence building experience! Knowing that you have the power to design your future to include less stress, being better prepared for emergencies, and the ability to save for future dreams is a skill that will last a lifetime! Imagine passing that knowledge on to future generations…what a priceless gift!

Schedule a Free 15-minute Personal Finance Q & A call and allow us to explore your financial concerns and see if my services are a good fit for you!

How do I get financial coaching started?

Step 1 - Questions & Answers Call

Phone Call – 15 minutes
Scheduled by appointment
Free

This Free 15 minute Questions & Answers call allows us to explore your financial concerns and see if my services are a good fit for you!

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Step 2 - Discovery Session

Live Virtual Meeting – 2 hours
Scheduled by appointment

This Discovery Session explores your current financial picture from the info you provide in your prep-work and outlines action steps to address your main financial concern. We discuss your current income and expenses, identify and classify the types of expenses, consider your debt and/or savings goals, expose areas where you can save so you can spend more on the things that are most important to you! This is a LIFE CHANGING experience that can put you on track to see your money in a whole new way!

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Step 3 - Ongoing Coaching

Live Virtual Meetings
Session duration and frequency vary by individual needs

If you desire more knowledge, accountability, and support, ongoing coaching is just the thing for you! After your Discovery Session, make even more progress with a customized coaching program!

Scheduled ongoing coaching concentrates on building financial knowledge and skills, developing systems that work for you, practicing what you learn, and builds in accountability while on your path to meeting your individualized money goals! You will gain confidence to make big changes and see your confidence soar!

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

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Clarity

Gain clarity of your current financial picture

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Financial Literacy

Learn money management skills

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Take ownership

Personalized encouragement and accountability during your journey

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Personal Development

Determine your values and priorities

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Set Goals

Develop a financial strategy for your future

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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!