Frequently Asked Questions
 
What is Financial Coaching?
 
How does coaching work? What can I expect from a personal coach?
 
Why do I need a coach to work with me? What are the benefits?
 
What happens in a coaching session?
 
How long do clients work with you?
 
How much does financial coaching cost?
 
What is Financial Coaching?

People seek coaching for different reasons: from needing a little information and guidance (do-it-yourselfers) to those that need considerable guidance and long term support for some difficult situations to those that just need to challenge themselves to be sure they are on track in accomplishing future goals and desires. With our support you’ll learn how to become a more effective financial manager, to eliminate debt, to save for future needs and wants, to achieve much better financial and investment results, and to stop living on the edge and gain peace in your life.
How does coaching work? What can I expect from a personal coach?

We get to know you personally, sometimes by asking tough questions to get to the heart of your money issues. We address all the practical issues of how you manage your money, such as balancing your checkbook, reconciling bank statements, developing a budget, repaying your debt in a more effective manner, learning how to save for the future, paying cash for an automobile, etc. Working together we can identify your unique needs and desires, develop a personalized action plan to point you in the right direction and give you confidence as you work your plan, help you clarify and focus on your vision for your future, help you to live your life financially worry free, and help you enjoy more time spent with family and friends.
Why do I need a coach to work with me? What are the benefits?

Experienced coaches are worth their weight in gold. Countless clients thank us for the success they have accomplished from our personalized coaching. Knowing that we are trustworthy and that we will help you make sense of it all is often a comfort to those with financial questions. We will help you feel at ease and not be embarrassed; maintain and run a budget designed especially for your needs; gain confidence, knowing there is a friend to guide you; learn how to manage your money, and gain control of your life again; bridge the gap between where you are and where you want to be; and celebrate your victories. (This is the fun part!)
What happens in a coaching session?

The first coaching session (depending upon which option you choose) usually lasts up to 2 hours. Although we can counsel over the phone, we prefer to meet you in person for the first consultation. During this first session, we listen to your story, review the paperwork and information we ask you to bring, find out your needs, and start to develop your personal action plan or strategy. If needed, we can modify your coaching option to accomplish your goals in a timely manner. After the initial coaching session, we offer a lot of advice and give plenty of recommendations via emails. Our email communication is always available throughout our coaching agreement. You can expect to gain helpful wisdom and practical advice on how to solve your issue while working within a realistic plan of action, to receive a detailed summary of suggestions or strategies from our meeting as a reference, to do some homework through the process (those that gain the most from this process work on their action points before we meet again), that we will alwaysbe just a phone call or email away if you ever need to ask a question, or get some encouragement.
How long do clients work with you?

Studies show that to formulate a good habit or discipline into your life, it takes a minimum of 90 days to reinforce it. Based on this fact, we encourage our clients to get the most from our coaching service by signing up for at least 6 months or more if needed. As long as you feel you are receiving a valuable service and desire to gain more out of the relationship, we will continue guiding you into new areas of development and discovery. The choice is up to you! We will promise to provide you with the necessary tools to help you succeed in the shortest amount of time, keep all of your information private, and give you the best we have to offer.
How much does financial coaching cost?

We try our best to structure our fees so everyone is happy and to make it affordable to you. We take into account your unique life circumstances when putting a package option together for you. If money is tight, you can choose to pay per hour, getting only the very basic help you need and desire. If money isn’t a worry, and you realize your need for a coach, we can design a comprehensive plan for you. Realize, that the benefit of closely following our plan is that you will very likely save money like never before. Our service really does pay for itself. Take the first step! Remember, we offer you a free 30-minute consultation with no further commitment. Our desire is to help free you from financial bondage. We offer a Satisfaction Promise: If you have faithfully worked your plan and you don't begin experiencing the improvement we show you is possible then YOU decide your appropriate fee. This process is not just about money... it's about you!
 
 

Call us now to set up your free 30-minute consultation.
 30 minutes could change the direction of your financial future!

(417) 866-9600

Jim and Leslie Wilson  -  Certified Financial Counselors
1410 E Kearney Street  Suite D, Springfield, MO 65803