Course + Coaching Package | Customized Coaching | What types of people are a good fit to work with me? | Questions
I currently offer coaching via two types of service models: 1) Course + Coaching Package; 2) Customized Coaching Engagements.
Course + Coaching Package
This is a course and coaching combination offering. This is the service model that I believe will be the best value for many people. I explain this offering in more detail on my course page here.
Each month, you’ll get: the Both/And Finance course content plus 1.5 hours of one-on-one coaching with me, personalized review and feedback on your work, and separate group office hours for coaching clients only. You will also get access to an online discussion space with others who are taking the course.
If you want to take the course as a couple, we'll extend our sessions to 2 hours per month and I'll review both partners’ materials each month. I’m also happy to work with larger households, just reach out to me to discuss pricing and what might best fit your needs.
I ask for a minimum 3-month commitment and I recommend a 6-month commitment.
Customized Coaching Engagements
With this service, you have access to the videos and tools from my course as needed, but rather than follow the course structure, we’ll co-develop a plan to cover your top personal finance priorities through a customized one-on-one engagement.
In addition to the types of topics covered in the Both/And Finance course, these engagements can be designed to support you in topics such as:
- Leveraging your resources to make the most impact you can in the areas that matter most to you
- Developing your community-investing, local-investing, or other forms of impact-investing models and strategies
- Supporting you in your philanthropic strategies, including legacy giving planning
- Other “advanced topics” related to managing your personal finances such as navigating tax considerations, real estate, income plans, and so forth
Before we start, we will meet to make a plan to tackle your top priorities and mutually agree on the right amount of time and cost for the engagement.
Want to learn more or not sure which option is the right fit for you? Schedule complimentary time with me here and let’s chat!
What types of people are a good fit to work with me?
1) It’s helpful if you don’t love our current form of financialized capitalism.
I don’t believe there’s such a thing as “apolitical” financial education.
Because of this, I don’t hide my personal political analysis (for example, see my newsletter here) and I am dedicated to understanding yours.
Here’s an illustration of the range of views people who work with me tend to hold:
We don’t have to agree on everything and we don’t have to make this the center of our work together. I’m just saying… being open about this stuff is part of what makes me different from many financial professionals and it’s helpful if you like this about me 🙂.
2) It’s helpful if you are curious to learn more about managing your own finances.
I’m hugely focused on your education and empowerment when it comes to financial matters. One way to put it is that my goal is to support you to have the tools and knowledge you need to be your own financial advisor. This is partly because I believe this is an honest and fair approach that can help you avoid unnecessary expenses on financial service costs over your lifetime. And, this is partly because I believe that our economy and our world can be better when more people - especially people who don’t identify as “finance people”- are empowered to engage more directly with their own finances.
While I will help you develop the tools you need to be your own expert, I also recognize that there are various reasons many people may still prefer to outsource their financial management to a financial advisor. For people in this category, I can play a complementary role to your primary advisor/s. For example, I can help you build your capacity to get the most out of your relationships with other finance professionals. I can also support you with your specific goals related to using your resources in more impactful and values-aligned ways.
Whether you work with other finance professionals or not, it’s important that you understand that I am not a good fit for you if you are looking for someone to make your decisions for you. In fact, a big part of what I do is help people see what decisions are currently being made for them that they may not be aware of and may not agree with. If this kind of thing does not spark your curiosity to learn more, we may not be a good fit to work together.
3) It's helpful if you are in a position where your financial priorities are related to saving, investing, and/or giving.
As I’ve written about in my newsletter, we can think of a standard personal finance roadmap as looking something like this:
My course content and my areas of expertise are more focused on the red “investing” side of these steps rather than on the blue “money stuff” steps. While my course does consider some money stuff topics like money stories and cash flow management, I do not focus heavily on these. I’m especially light on content and expertise related to debt and credit management strategies.
If cash flow management, debt management, and/or credit score improvement are your top priorities, I want to acknowledge that my material is probably not the best fit for you at this time. Here are some excellent resources I’d recommend instead:
Are you still curious about whether we are a good fit to work together? Me too!
Email me at firstname.lastname@example.org or
schedule a chat with me here and we can explore this together.
I look forward to connecting with you!
Important legal note: Any work we do together will be structured as an educational or coaching engagement, NOT a financial advising engagement. Throughout our coaching work together, I will never give specific investment advice (this is very important because this would be illegal under the business model I’m using). Instead, I will provide educational information that empowers you to make your own informed decisions for yourself. If you have questions about this, feel free to reach out to me for a chat.