Personal Budget Coaching for 2015

Personal Budget Coaching

Personal Budget Coaching

Are you drowning under debt, but resolved to turning that around in 2015?

Are you uncertain how to make a budget — but really want to for your family?

Are you confused about which expenses are the most important — and which you can cut out?

Does it seem that no matter what you do, you and your spouse just can’t get on the same page when it comes to money?

What you need is a financial roadmap that’s uniquely tailored to your family’s personal situation.

For the past six months, I have been providing services as a Personal Budget Coach, and since the requests for this type of service have grown (New Year’s resolutions and all), I wanted to officially let you know that I’m available to help.

Here’s how Personal Budget Coaching with me works:

Step #1: Send me an email to let me know that you’re interested in Personal Budget Coaching. I’m only taking on two new clients per month, so that I’ll have plenty of time to dedicate to YOUR personal needs.

Step #2: I will send you a Personal Finance Survey, which you and your spouse – if you’re married — will complete. The Survey contains all sorts of in-depth questions about your family’s finances (Yup, we’re getting personal!), so that I can be prepared for Step 3.

Step #3: We will schedule our coaching session, to be held via video call. If you’re married, both husband and wife need to commit to being available for the call. We’ll chat for up to 90 minutes, giving us plenty of time to discuss my recommendations and answer any questions that you have.  At the end of our call, you’ll have a detailed road map, tailored to your personal financial situation.

Step #4: One month after our initial call, we’ll have a 30-minute follow-up session. I’ll check in to see how you’re doing and answer any questions that have come up along the way, with the goal of ensuring that you’re headed in the right direction.

The total cost of Personal Budget Coaching is $200.

This fee includes all the services detailed above: an analysis of your Personal Budget Survey; our Initial Coaching Session; and the Follow-Up Call. Plus, I will be available to answer your email questions throughout that first month.

I am committed to helping you to take control of your finances. I recognize that financial coaching can be expensive, and that for some couples, the price tag puts it in the luxury category.

As you decide whether personal finance coaching is right for your family, please feel free to email me any questions you have. I’ll be happy to help you work through your options.

Here’s to a new year filled with wise financial choices!

The information provided through any Personal Budget Coaching services is not a substitute for legal and other professional advice where the facts and circumstances warrant.


  1. Tammi Swartzentruber says

    Looking for a personal finance coach:) thanks

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