Uncertainty becomes clarity. Doubt evolves to confidence.
“I think the best
way to learn about anything is to try.”
– Mae Jemison
You may have tried budgeting in the past but it felt too complicated, too restrictive, and too unsustainable.
But actually, you don’t need a budget: You need a spending plan. A spending plan gives you a realistic starting point to tailor your spending to meet your wants and needs.
We start the process of financial coaching by getting clear on your current finances – how much you make, how much debt you have, how much money you have saved, how much you’re contributing to your retirement – and then create a spending plan informed by those numbers.
There is tremendous value in the spending plan we create, but the true transformation of financial coaching lies in the confidence you gain from the process. Seeing everything laid out in front of you – the complete and true picture of your finances, debt, income, and assets - is a game changer.
Uncertainty becomes clarity. Doubt evolves to confidence.
The Evolution Financial Coaching Process
Gain Clarity
In our no cost clarity session we will determine if your needs are best served with the insights and tools offered by Evolution Financial Coaching. Together we’ll determine the best path for you.
Get Organized
An initial step in our coaching journey is to organize your financial information to develop a spending plan, review and refine your goals and fully understand your assets and liabilities.
Take Action
You will have a plan that includes specific to do’s to help you put into place the steps to create a firm financial foundation.
Review & Refine
We will continually monitor the plan to ensure it is optimized for you and provide a framework for financial decision making.
“Before meeting with Laurie, I had a never-ending voice in my brain saying “I need to do something with my finances”. But, I lacked knowledge and confidence to take care of any of it. After meeting with Laurie, I am more organized, confident, and knowledgeable about my personal finances than I have ever been before. Without her help, I was “stuck”. With her help, I now feel capable. It's a good way to feel.
– Courtney G.
In addition to getting a livable, realistic spending plan, with Evolution Financial Coaching you:
Create and define goals that give you something to work for and that gets you excited. Whether you want to grow your business, increase your income, save for a large upcoming expenditure – we will ensure it is part of the plan.
Make every dollar of your income have a purpose and ensure your spending plan accounts for the things that light you up.
Maximize your employee benefits and know you are using all options and programs available to you to their fullest potential and that you are considering all applicable options as a business owner.
Plan for your future, whether it includes buying a home, investing in your business, starting a family, saving for college, traveling the world, or beefing up your retirement savings.
Identify the best strategy for paying off your debt and see when and how you can become debt free. So long, interest!
Learn how you can develop a passive income stream to boost your income or assets. I’ll show you how I used real estate to fund my financial independence.
Legacy Planning – See how managing your money today can impact your family and community for generations to come and how that future can start being funded today.
Let’s Talk!
Financial coaching starts with a no cost 20-minute clarity session.
