Schedule a complimentary introductory session to determine if coaching or education from Fundamentals of Money is a good fit!
A financial coach will help you figure out where you are financially, work with you to clarify your values and priorities to understand where you want to be (it's different for everyone!), and help design a plan to get you there.
We will certainly challenge beliefs, offer alternative viewpoints, encourage you to work hard towards results you may not have believed possible, and support you through your financial journey!
Coaching may include things like writing a financial spending plan or budget, paying off debt, increasing or optimizing savings & retirement, analyzing & prioritizing purchases, reviewing mortgage options, help with bankruptcy or foreclosure, researching and understanding insurance coverage, improving family conversations around money and creating a “legacy box” for your family at your passing.
A coach may also refer you to other professionals as appropriate (accountant, financial advisor, attorney, counselor, etc.).
When your finances are out of control, it is mentally and emotionally exhausting!
We offer individual and family financial coaching to improve peoples' finances and literacy and help reduce stress!
We can empower you by providing education, coaching and hope so you can regain control of your money, rather than it controlling you!
Employees’ financial well-being affects their work when they are stressed, distracted and worrying about their financial future. Education in budgeting, debt reduction, long term financial planning and other financial subjects can improve worker focus and morale. Many employees wish that their employer offered Financial Wellness Benefits.
We offer several ready made educational packages, or can craft custom packages to meet specific needs. We can provide Lunch and Learn-type sessions over the lunch hour, evening classes or accommodate other schedules.
Empower your employees by helping them take control of their money, thereby reducing stress and improving their lives!
If you would like financial education on a certain topic for a certain group with specific needs or interests, contact us and we can design and present the perfect program!
Empower your group to control their finances!
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