Take control of your money
Financial coaching is an opportunity for you to get clear on your goals, values, and beliefs around your money. Then learn strategies to manage your finances in a way that honors your goals and values.
The Thoughtful Wallet tailors every coaching session to your particular needs.
Everyone can benefit from coaching
Coaching can help you:
- feel more educated about financial matters
- develop strategies to increase savings or decrease debt
- get out of living paycheck to paycheck
- meet your goals
Find out if The Thoughtful Wallet can help you
Schedule a free 20 minute call
Frequently Asked Questions
Can I attend with my partner?
Yes. Partners can come independently or together in the session.
Do I need to share all of my financial information with you?
The more you share the more productive our work together will be. However, if there are specifics you do not feel comfortable sharing, we can work together to determine the best approach forward.
Will you help me pick investments?
No. If you want advice on specific stocks or investments to select, schedule a meeting with a financial advisor or financial planner.
Will you manage my money?
No. You will ultimately be responsible for managing your money. I will not have access to any of your accounts. Together we will discuss strategies to support your goals and you will need to put those strategies in place.
Will you help me file my taxes?
No. If you want specific tax advice you will need to work with an accountant or tax advisor.
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The Thoughtful Wallet Financial Coaching 