FAQs

What exactly does a Financial Coach do?

A financial coach helps you take control of your day-to-day money decisions. The focus is on behavior, habits, and accountability—not selling products or managing investments. While advisors or planners typically manage assets or make recommendations, coaching helps you develop the mindset, structure, and systems to manage your money with confidence.

When is the right time to start working with a Financial Coach?

There’s no “perfect” time—just the moment you decide to stop spinning your wheels. Clients come to me when they’re ready to get serious about debt, improve their budgeting, or align their financial choices with long-term goals. Whether you’re starting out, feeling stuck, or preparing for your next chapter, coaching meets you where you are.

What does a typical coaching session look like?

Each session is focused, practical, and personal. We’ll review your financial picture, discuss your goals, and build an actionable plan you can follow right away. Sessions may include budgeting, debt payoff strategies, habit tracking, or accountability check-ins. You’ll leave each meeting knowing exactly what to do next—and how to do it.

How long before I start seeing results?

That depends on your goals and how consistently you apply the principles we discuss. Some clients feel immediate relief after their first session simply from gaining clarity and direction. Real financial transformation takes time, but when you stay committed, results compound—just like your money.

How much does financial coaching cost—is it worth it?

Coaching is an investment in clarity and confidence. My pricing is transparent and designed to fit different goals and budgets. Most clients find that the awareness, discipline, and savings they gain far outweigh the cost of coaching. It’s not about spending more—it’s about finally putting your money to work with purpose.

Will you tell me where to invest or manage my money for me?

No. I don’t sell financial products or manage investments. My role is to teach you how to make informed decisions, not make them for you. I’ll help you understand the why and how behind your financial choices, so you can act with confidence and independence.

Can financial coaching help me even if I’m in debt or don’t earn much?

Absolutely. Coaching is most effective when you’re ready to take control—no matter your starting point. Many clients begin their journey while managing debt or working toward stability. The goal is to help you create a plan that fits your life, builds momentum, and keeps you moving forward.

The best way to find out is through a Discovery Meeting—a free, no-pressure conversation to discuss your goals and challenges. You’ll get a sense of my approach, and together we’ll determine whether coaching is the right fit for your needs.

How do I know if you’re the right coach for me?

I’m doing okay financially—do I still need a coach?

Many successful people use coaching to go from good to great. Maybe you’re earning well but want to be more intentional with your money, or you’re ready to level up your long-term planning. Coaching helps refine habits, align goals, and bring structure to your success.

What are the limits of financial coaching?

Financial coaching focuses on cash flow, budgeting, debt reduction, savings, and financial behavior. I don’t sell investments, manage portfolios, or provide tax or legal advice. My role is to help you develop the confidence, discipline, and systems to handle your money effectively—so you can make informed decisions with professional advisors when needed.

Ready to climb the Summit?