Financial Coaching for most financial matters including (cash management, budgeting, assessing your net worth, banking, financial planning/goal planning, saving, investing, retirement planning, purchasing, and more). Ask to see if HC Financial Coaching can assist you online or in-person. Mainly scheduling online meetings during COVID-19 but considering all requests.
All information and discussions will be kept confidential. The client is responsible for their own financial decisions, situation, and actions. The financial coach will brainstorm/discuss financial matters and share some share free resources as well as real-life strategies (direction/recommendations) that work to assist the client or clients. The financial coach will not directly handle the client's financial affairs. The client will actively manage their own finances.