Tuesday, April 28, 2020

What is a Personal Financial Coach?

A Personal Financial Coach is someone that will come alongside an individual, a family, or a small business and work with them one-on-one. You may need help putting together a comprehensive, written financial plan. You may want assistance putting together a budget or a financial debt reduction plan. You may have specific questions about retirement, investing, debt reduction, or other financial questions that you need help getting answered. Or you may simply want some practical tools and resources to help you organize your personal or business financial situation.

As a Personal Financial Coach I will work WITH you to help establish your financial goals and then work with you to put a plan of action together to reach those goals.

If you are looking for help in any of the following areas of your finances I can help you set and reach your goals:
  • Mortgage Debt Reduction
  • Retirement Planning
  • Budgeting (monthly & annual cash flow)
  • Other Debt Elimination
  • College Fund Saving
  • Income Tax Reduction
  • Insurance (Health, Life, Auto, etc...) Needs and Planning

If you are serious about getting your finances in order what are you waiting for? Contact me today and we will schedule a FREE consultation.

I look forward to assisting YOU reach your financial goals!

Labels:

Tuesday, April 29, 2008

Press Release: Essential Financial Coaching

Contact: Amy L. Strong
Personal Financial Coach
www.essentialfinancialcoaching.blogspot.com
Phone 402.657.1426
Fax 402.934.4052

Essential Financial Coaching

Press Release

Essential Financial Coaching works with individuals, families, and small businesses to provide them with a realistic plan for Financial Independence.

Bellevue, NE May 1st, 2008: Amy Strong, an accomplished accountant with a BA in Accounting with Management emphasis, has started a personal and small business financial coaching firm.

What is a Personal Financial Coach? A Personal Financial Coach is someone that will come alongside an individual, a family, or a small business and works with them one-on-one to develop a written financial plan to eliminate debt, save for the future, and to reach their financial goals. During this time of economic instability many people are looking at their financial situation and wanting to make a change. More and more individuals and small businesses are falling further into debt and do not have a plan for their financial future.

Essential Financial Coaching is designed to work with clients one-on-one during a series of telephone coaching sessions with follow up support through telephone calls, instant messaging, and email. The principles of the personal coaching include education, information, financial tools, and accountability to keep clients motivated and moving toward their financial goals.

Clients will receive support while preparing their Financial and Risk Management Statements, developing a budget and monthly cash flow plan, setting goals for future debt reduction and retirement planning, and general education on how to achieve their financial goals. Essential Financial Coaching will provide suggestions and workable solutions to the identified financial problems that the client currently face.

Other services that Essential Financial Coaching provides are Pre-Marital Money Management Sessions, Career Coaching, Goal Setting Exercises, Life Coaching, and Full Bookkeeping Services.###

Labels: