FREQUENTLY ASKED QUESTIONS
WHAT IS A FINANCIAL COACH?
A financial coach is someone who helps people achieve their financial goals. A financial coach helps people with budgeting, paying off debt, establishing an emergency fund, and improving their clients financial literacy.
WHAT IS THE BEST WAY TO BOOK A SESSION WITH ME?
The best way to book a session with me is to call me at (301)-244-9340. If I am unable to answer your call, please leave me a voicemail. You can also complete the 30 minute complimentary form located on my home page. Lastly, you can always send me an email at firstname.lastname@example.org
WHAT ARE YOUR FEES?
Some people call it a "fee." However, I look at it as an investment. I teach valuable money management skills and financial literacy that can be used for the rest of your life. In my opinion, you can't put a price on knowledge and wisdom that will take your finances to the next level. With that being said, I offer three different packages. The Jackson package investment is $1500. The Grant package is $2100 and the Franklin package is $3000. If you would like more details on what those packages include just click on "services."
CAN I CREATE A CUSTOMIZABLE PLAN THAT FITS MY FINANCIAL GOALS AND NEEDS?
WHAT IS THE DIFFERENCE BETWEEN A FINANCIAL ADVISOR AND A FINANCIAL COACH?
A financial advisor is a licensed professional who manages investment portfolios and provides their clients with investment advice. A financial coach helps their clients with developing healthy money habits, debt elimination, saving money, and budgeting.
DO I OFFER PAYMENT PLANS?
Yes, I do offer payment plans. For the Jackson package I will accept three payments of $500. For the Grant package I will accept three payments of $700. Lastly, for the Franklin package I will accept 4 payments of $750.