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We recently announced a new service offering at Sunstone Bookkeeping: financial coaching. But most folks are probably wondering what it’s about? This week, we’ll go over what it does and doesn’t involve.
- It’s NOT a “quick fix”. Financial coaching isn’t a way to improve your financial life in an hour, a day, or even a week.
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- It IS a 90-day program to help you learn about your own financial history and make a plan for your financial future that works best for you and your family.
- It’s NOT a debt consolidation program. Financial coaching doesn’t involve contacting your credit card companies to negotiate your balances to lower payments. In fact, it doesn’t involve contacting any finance professionals on your behalf; we don’t even need to know what banks you use if that’s your preference.
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- It IS a program that shows you how to discover why you got into the debt in the first place, and how you can chart a course out of debt and into a healthier relationship with your finances.
- It’s NOT a financial investment program. We are not licensed financial advisors, nor do we sell or recommend any financial products.
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- It IS a program to teach you steps to create financial success, so you have more options for investments and financial plans, if you choose to pursue them.
- It’s NOT only about your finances, contrary to the name.
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- It IS about how your finances fit into your life holistically, and how to use your finances to allow you to create your ideal life, present and future.
- It’s NOT a set of instructions to blindly follow to the letter.
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- It IS a program where you work with a financial coach who will guide you through the process of adjusting your financial life. While your financial coach will be there for regular weekly calls and email assistance during the 90 days to help you navigate the process, YOU will be making the decisions … because this program is about YOU.
Financial coaching is a guided program designed to help you:
- Form a vision for your life based on your dreams and values for you and your family
- Determine your current financial reality
- Formulate a plan to guide you from your current financial reality towards your vision
- Create a legacy of success for your financial future
So, now that you know what financial coaching is and isn’t, why don’t you get in touch with us to find out even more?