Frequently Asked Questions
How do I get started?
Click here to get started! All of our relationships begin with a new client pre-screen & assessment, which includes a brief 30-minute virtual call where we’ll chat about your current financial situation, identify your needs, and outline your goals to help determine if we’re a good match. From there, if we both decide to move forward, we’ll then work to identify your next steps.
Do you file taxes?
Not at this time, but we do have trusted financial partners that do! I am happy to refer you to trusted CPAs & EAs who specialize in taxes or work with your current accountant to identify tax professionals in your area. Having two sets of eyes on your finances can be extremely helpful to help maximize tax deductions.
Do you only handle personal finances?
While most of our clients are self-employed, we primarily work with individuals and families who are committed to becoming Financially DOPE! Good financial habits can help you build wealth personally, but they can also give your business a boost. In short, we are equipped to handle both business & personal finances!
How does your coaching process work?
Our coaching combines education, accountability, and transformational learning into your personalized plan for achieving wealth.
The educational resources you need for learning without falling into information overwhelm.
A personalized wealth plan based on your unique skills, abilities, and resources to guide the action.
A practical system of accountability and support so that you implement the wealth plan with enough consistency to succeed.
Transformational growth to overcome the obstacles that stand between you and achieving the goals in your wealth plan.
To read more, visit financially dope
Will you need documents & access to finances?
To gain a full understanding of your financial situation, you may be asked to refer to & or provide financial documents such as pay stubs, taxes, bank statements, investment statements, insurance policies, 401(k) statements, profit & loss, cash flow, balance sheets, etc.
What Is Financial Coaching?
Financial coaching Is a collaborative, educational relationship that empowers you to achieve financial freedom. It bridges that gap by providing a powerful, professional partnership designed to produce action. Coaching can save you time and money by helping you avoid the many dangerous pitfalls and dead-end paths on the road to financial freedom. It can also speed up your wealth building by taking the most efficient, effective actions toward achieving your goals.
Why do people hire a financial coach?
You hire a financial coach because you want improved financial results. Either you face a problem that lacks a clear solution or you realize you aren’t going to achieve your financial goals if something doesn’t change.
A financial coach provides support and expert insight into the most effective way to achieve your financial goals.
Why would I want a financial coach?
In short, to improve your financial intelligence, increase your financial success, and become financially DOPE!