What is financial coaching?

Personal financial coaching guides individuals and couples on their money journey. Your Financial Coach will meet you where you are at, customize the services you receive, and guide you on your path toward financial freedom.

Budget Coaching

Organizing your money and developing a budgeting process for you or you and your partner.

Credit Coaching

Understanding debt, how to pay off credit cards and other types of loans, and your credit score.

Investment Coaching

Developing a personal investing philosophy for you to feel confident in making your own investments or working with a financial planner.

Money Management Coaching

Developing a cash flow and spending plan, so you can still enjoy your upcoming vacation or trip.

Wealth Coaching

Putting your money to work so you’re building wealth and preparing for the future.

Who is personal financial coaching for?

  • Women
  • Men
  • Engaged couples
  • Married couples
  • Newly single
  • Recently divorced
  • Self-Employed
  • Recently promoted
  • Professionals
  • Entrepreneurs
  • Business Owners

“Reality is created by the mind, we can change our reality by changing our mind.”

Change your money story today

Our Personal Financial Coaching Services

Complimentary Financial Freedom Session

Start with our gift to you — a complimentary 30-minute session with Financial Coach Suzanne Ryan. You’ll visit with Suzanne to see if she’s the right fit for you and discuss your financial vision.

Millennials, Gen X, Baby Boomers can all benefit from financial coaching
Money Inspiration Session

After your Financial Freedom Session, you can book a 90-minute Money Inspiration Session to kick off your financial coaching journey. During this session, your Financial Coach will guide you on how to:

Professionals, entrepreneurs and business owners can all benefit from financial coaching.
Custom Financial Coaching

After your Money Inspiration Session, your money coach will recommend a personal coaching plan to best fit your goals and your Money Action Plan on your journey to Financial Freedom. During these sessions, your Personal Financial Coach will guide you on how to:

Employee Training: Personal Finances

Financial Training as an Employee Benefit

Improve morale and inspire your team by offering a group training session on the principals and lessons we teach as personal financial coaches. Connect with us to learn more on how to offer this motivating and culture-building education to your team.

Financial Coaching Testimonials & Reviews