Financial Coaching

You have questions but don't know where to start. You want assistance but don't want a full financial plan, just answers to these few questions. You want help gaining control over your finances and then you intend to manage your affairs going forward. For these and similar situations, BFP provides Financial Coaching services for an hourly fee. We do not require asset management as a pre-requisite to financial coaching services. These services may include, but are not limited to:

  • Teaching you the financial fundamentals such as budgeting and using services such as Quicken and Mint to organize your personal finances.
  • Assist you in the process of overcoming your financial indebtedness through evaluation of debt, consolidation options, alternate payment schedules, etc. (We do not negotiate on behalf of clients with creditors).
  • Help you identify and modify ineffective money management behaviors such as excessive spending, poor prioritization of debt management, etc.
  • Guide you in developing successful strategies for achieving your financial goals such as developing, funding and maintaining cash reserves, proper use of retirement plans, etc.
  • Support you as you work through their financial challenges and opportunities.
  • Help you address large financial decisions such as new cars, home, re-location, etc.

Generally, our coaching engagements focus on one or two elements of the financial planning process. Our objective with Financial Coaching services is to provide you with the tools and confidence necessary to continue, independently, on your path to financial control and well-being.

We Have the Tools and Background to Provide the Services That May Fit Your Needs

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