FAQs
What does a coaching session look like?
Virtual sessions meet using Google Meet. In-person financial coaching sessions are available in Dauphin and Cumberland County, in which case we’ll likely meet at a local coffee shop or Library.
Will coaching help me?
Financial coaching will help you work toward any financial goal (getting out of debt, budgeting, saving for house, saving for retirement etc.). We’ll lay out a plan of where you are, where you’d like to be, and how to get there.
However, it WON’T help if you aren’t honest with me about your current numbers and behaviors- or if you aren’t ready to make changes.
Are you a Financial Advisor?
Nope. As a financial coach, I don’t sell or manage any investment products. I help you with the behavioral and mindset side of finance. I’ll help you with more day-to-day things like budgeting and paying off debt. My goal is to get all my clients into a position where they can give and invest more and then let the advisors take it from there.
What if my spouse doesn’t want to meet with you?
My goal is to prevent money fights between married couples, not start them. I have a firm policy against meeting with married individuals without their spouse. If scheduling is an issue, please email me and we can figure out the best way to make it work for all our schedules.
How much does coaching cost?
You can see package pricing HERE. I offer discounts for single moms and adoptive/foster families. If you put the work in and are dedicated to the coaching process, I’m confident it’ll be the best money you invest this year. Referral discounts also available
Do you have any Training?
I have an MBA and a BSBA-Accounting and completed Dave Ramsey’s Financial Coach Master Training, which was amazing! I love many of Dave Ramsey’s tools and resources, but I have gone through WAR, and know not every situation is the same. I do base most of my coaching off of Dave Ramsey’s path of wisdom.
Resources
1. Which is the best source of retirement?
Traditional IRA or Roth IRA? Ike will teach you that Match > Roth > Traditional.
2. DAVE RAMSEY SOLUTIONS:
“A good man leaves an inheritance to his children’s children, but the sinner’s wealth is laid up for the righteous.”
~Proverbs 13:22