Financial Coaching
Are The Following Statements "True" or "False" For You?
True False
___ ___ My bank account is balanced
___ ___ My bills are paid on time
___ ___ I don't have late charges each month
___ ___ I know where my money is being spent
___ ___ I am not in an unusual amount of debt
___ ___ I open my mail immediately and take action
___ ___ I enjoy the security of having planned for known & unknown expenses
___ ___ I am worry free as I have appropriate insurance coverage
___ ___ My end of year tax information is quickly and easily accessible
___ ___ I have a "will" that is current
___ ___ My family or other person(s) knows where my "will" is located
___ ___ I have a retirement plan that will offer me security in the future
___ ___ I plan my spending and do not shop impulsively
___ ___ I have a budget and savings plan that I follow
If you answered "false" to any of these statements, we can assist you with your financial health and stability!
Your coach will assist you with:
- Making sense of all the paperwork
- Developing and implementing financial systems that are highly individualized, yet simple
- How to take adantage of technology for finances
- Supporting mail handling systems
- Decreasing impulsive spending
- Creating and maintaining a budget that is realistic
- Saving for the future Setting and achieving financial goals
- And more...
