Financial coaching is about walking along side you to empower and help you to identify and achieve your financial goals. We want you to take control of your financial situation. Unlike Financial Advisers, we do not sell investments, insurance or other financial products. We coach on a flat fee basis and can easily show you how our services will more than pay for itself over a short period of time.
The Immediate Benefits of Financial Coaching:
- Getting out of debt (everything except your home) in just 24 months or less. You can do this without buying insurance, investments or computer software.
- Developing a plan for your income each month. Most people don’t have a plan for their income–their most powerful wealth-building tool.
- Abell Financial Coaching will help you determine your insurance needs–home owners, auto, life, disability, health, etc.
- Do you want to purchase a home or are you having problems making your mortgage payment? Are credit card collectors or debt collectors calling? We want to empower and teach you how to handle these situations and develop a plan to solve the issues and plan for large purchases based on your individual situation and needs.
- We will plan out college savings for children and your retirement so you can plan to retire comfortably.
- You will receive retirement projections based on your goals for the future.
Are you making the right decisions now in order to live the life you want?
Coaching Packages
Basic Coaching:
This session is right for you if you are:
- Adrift financially, with no clear goals or realistic budget
- Unable to understand and/or communicate financial matters as well as you’d like
- Worried about the amount of debt you are carrying
- Consistently having trouble making ends meet
- Cannot agree with your partner about spending and budget
We will assess your situation, help you design a cash flow plan (budget), establish a plan for paying debts, and address any needs unique to your situation. This package begins with an initial 2-hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Crisis Coaching:
Job losses, medical emergencies, foreclosures and repossessions, divorce, creditors calling or are considering bankruptcy; these are financial crises that demand special attention. When you are distressed and don’t know where to turn, a compassionate and caring financial counselor can give help and hope while facing these financial crises.
This session is right for you if you are:
- Worried about the amount of debt you are carrying
- Consistently having trouble making ends meet
- Being harassed by creditors or collectors
- Facing lawsuits, judgments, foreclosures, or repossessions
- Thinking seriously about bankruptcy for any reason
This package begins with an initial 2 to 3 hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Wealth Builder Coaching:
This session is right for you if you are:
- Out of debt except for (or including) your mortgage
- Focused on future planning
This future planning coaching includes planning for retirement and/or college funding investments, insurance, will and estate planning, and life-change issues (career changes, continuing education, selling a home, etc.) We will also review things already in places such as investments, insurance, will and estate planning to make sure the family/individual is on tract to meet their goals. This passion begins with an initial 2-hour session and two 1-hour follow-up sessions over the next 6 months with limited email support.
Pre-Marital Financial Coaching:
This session is right for you if you are:
- Engaged or newly married
- Want to learn how to communicate with your partner about money
- Want to establish a plan for giving, saving and spending
- Want to start your marriage off on the right foot with sound financial understanding
- Want to plan for the future by setting financial goals together
This package begins with an initial 2-hour session, two 1 hour follow-up sessions within 30 to 60 days and limited email support for three months.
Hourly Coaching:
These sessions are available at an hourly rate. We recommend these for anyone who is out of debt and who seek additional information about planning for individual goals and have specific questions.
