Fundamentals of Money.com Phone: 208-996-0445 Email: coach@fundamentalsofmoney.com

A financial coach will help you: 

• Figure out where you are, today, financially 
• Work with you to clarify your values, priorities & goals to understand where you want to be & why 
• Identify beliefs and behaviors that may be holding you back
• Help design and execute a plan to get you where you want to be
• Walk with and encourage you along the way!

If you have questions about whether we can assist with a situation, please don’t hesitate to ask!

Coaching may include helping you: 

• Create & implement a financial spending plan or budget
• Pay off credit card, student loan or other debt
• Improve family communication around money
• Analyze & prioritize purchases
• Increase or optimize savings & retirement
• Understand retirement options (Roth, 401K, 457, etc.) 
• Request & complete retirement paperwork
• Improve your credit 
• Review mortgage options
• Help with bankruptcy or foreclosure
• Freeze your credit to reduce fraud
• Untangle bank fraud 
• Research & understand insurance coverage
• Create a “Legacy Box” to help your family when you pass away

If you have questions about whether we can assist with a situation, please don’t hesitate to ask!

We offer a complimentary introductory coaching session so we can hear a little bit about you and your situation, you can hear a little bit about what we offer, and we can both decide if this is a good fit!  

This session will provide a taste for what is included in a coaching session so you know what to expect, we can get to know each other a little better and we can understand your primary concerns.  

This complimentary introductory coaching session allows us both to learn a little more about each other, what a coaching session looks like, client and coach expectations, and determine if we each think this will be a beneficial relationship.   

Coaching sessions are focused on you! Though there are general financial rules and best practices, each situation is different. In order to craft a plan that works for you, we need to understand your values, goals and priorities. We work with you on your unique concerns! Working towards your unique values, goals and priorities will make it easier for you to complete the rewarding work that will result in an empowered you who is in control of your financial situation. 

We will begin by learning about your financial situation, including a Personal Financial Snapshot form to understand your starting point including income, debts, savings and habits, and hear from you about what's important to you and what you want to work on. We will also discuss your short, mid and long term goals and what's important to you and why. We will work together to craft a plan that’s specific to you to get you from your current position to your goals. Then we will help you execute that plan and encourage you along the way!    

Education can be tailored to any group! However, it's frequently created to help employees of small businesses. Financial concerns can distract workers and cause absences. Many employees actually wish their employer offered some sort of financial education. We are happy to survey employees (with the employer's permission!) to understand employees’ biggest financial concerns and can tailor education specific to those subjects. Frequent topics include debt reduction, handling everyday expenses, budgeting and future financial plans, whether that be for retirement, college expenses, etc. We want to help employees take back control of their finances so they can focus on work and worry less about money!  

Use the button below to schedule a Complimentary Consultation so we can talk through your questions and you can become empowered with your finances!  You will reduce stress and improve your financial life!