What is a Money Coach?
The purpose of a financial coach is to provide guidance and moral support to achieve your financial goals. Whether it is to reduce debt, buy a house, save for education or build a nest egg for retirement a financial coach is there to motivate you and to hold you accountable.
A Money Coach does not sell financial products
A money coach does not sell insurance, mutual funds or any other commission based products. He does not have any bias of one product over the other because he’s not getting paid any commission. A money coach is only compensated by the money you give him and there is no conflict of interest by getting payment from other sources.
How can I help you?
I can help you determine your net worth, analyze your revenues versus your expenses, develop a spending plan, eliminate your debts, create a savings plan, help you discover the psychological triggers that can derail from your goals, and create money management habits which will help you achieve your goals.
At the end of the session, you should have a plan to follow and goals to meet.
Some questions to consider?
- Do I have the right investments?
- Will I have enough to live on when I retire?
- When can I retire?
- Are my investments too risky?
- Are my investment fees too high?
- Am I getting a fair return?
- Am I on the right track?
How often we should meet?
Most of my clients meet me every two months. Some meet me once per month, once per quarter or once per year. It all depends on your individual situation.
How much does it cost?
Since I am working towards expanding my clientele, I have a promotional rate of only $20 per hour.
How does the meeting takes place?
I operate in Montreal, Canada. If you live in the island of Montreal, I can go to your place or you can come to my place ( I don’t have a fancy office). If you live outside of Montreal, we can do our meeting through Skype or Google hangouts.
How can you book an appointment?
You can simply email me and we can set up an appointment.
My email address is firstname.lastname@example.org.