Personalized Money CoachingWhat You Can Expect
Our money coaching services go beyond just budgeting money. Virtual Money Coach helps you uncover and understand your whole financial picture, so we can create a personalized cash flow management plan to achieve your goals. We work closely with you, reviewing your life goals, assets, liabilities, income, expenses and other important factors.
Build an expense report
to gain an accurate and clear understanding of where you’re spending your money.
Define short, medium and long-term financial objectives
so you can live the life you desire
Plan, build and maintain an emergency fund
so you can breathe easier and protect you and your loved ones.
Compare your expenses to your income
which will allow us to develop more effective strategies moving forward.
Reveal opportunities for healthier spending habits
so you can get more of what you really want and need, with less waste.
Cut costs wherever possible
so more of your money can be used to pay down debt and be strategically invested.
Be accountable and keep your finances on track
so you can focus on and enjoy all the other aspects of your life.