A quote I love is: "The best way to stick to your budget is to start one." Taking the first step is the hardest, but most important, in achieving your goals and financial freedom. 58% of people living in America do not have $1,000 saved. Your future is too important to not take finances seriously.
Through Legacy we will share our knowledge and experience as financial coaches to guide you step by step to give you the knowledge in order to achieve your goals and financial freedom. So, how do we do that?
What does a Financial Coach do?
1.) We get to know you (And vice versa)
In the first meeting we get to know your goals, your concerns and your personal situation. We want to know the person we will be working with and we want you to know us. It is just as important, if not more important, for you to trust us to help guide you. In order to accomplish trust we first need to know each other.
2.) We help formulate a plan
We teach you what a helpful financial decision might look like. Together we will build a simple plan and set realistic and manageable goals.
3.) We keep you moving
As goals change and life happens we are here to help guide you with any adjustments needed to your plan. We will check in from time to time to hold you accountable and see how things are going.
What can a Financial Coach Help me with?
We are here to help guide you in every financial area of your life but below are some examples on how we can help:
Budgeting: Where is my money going? I do not make enough to save? These are some of the questions a budget can show you how to track where your money is going each and every month.
Debt Payoff: I am never getting out of debt. We can help a change negative mindset into a positive one. I will be getting out of debt.
Retirement Planning: How much money do you need to live my retirement dream? Am I ready? These are the questions we can guide you through to give you the confidence to say: "Yes, I am ready."
Investments: We can teach you about the pros and cons of different investment styles to fit your financial goals. We can walk you through setting up college fund for you children.
What are the Next Steps?
More than half of Americans over 30 years old feel completely lost when it comes to having a solid plan with their money. Don't let that be you, take the next steps below in order to achieve your financial freedom.
Step 1: Schedule a session
If you are feeling financial stress, anxiety or uncertainty in your life take step 1 and schedule a session today to achieve your Financial Freedom. To book a session click Financial Coaching!