What is money coaching?

Dave Petso interviewed me about money coaching on his program, Money Matters.  Listen here.

A money coach offers new vision to a seemingly hopeless, debt-ridden situation.  A money coach can provide a fresh, objective perspective to people who’ve recently received a large sum of money, without the pressure of financial product sales.  A money coach can help you formulate a plan aligned with your priorities and long-term goals for your money.

For most people, money coaching will involve working together for a period of three months, starting with a short consultation, followed by a two hour session and one hour follow-up.  Along with phone and email support, a money coach can assist you on your path toward financial health.

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