Topics We Could Explore in Continuous Coaching

Here are some tailored discussions based on your needs, which may include:

  • Ongoing budget adjustments, strategy refinement, and review of evolving goals

  • Maintaining a savings trajectory through income and priorities shift

  • Navigating post-secondary education planning, savings, and debt-free strategies

  • Exploration of and guidance through FIRE interests (Financial Independence, Retire Early)

  • Savings rate optimization for desired retirement

  • Net worth tracking

  • Salary negotiation strategies

  • Exploring side hustles and increased income to achieve goals faster

  • Teaching children about money at every stage and age regardless of where they are

  • Navigating life transitions - some examples include:

    • Planning a family or family addition

    • Marriage

    • Healthcare changes

    • Moving

    • Career changes

  • Planning for large purchases - some examples include:

    • Vehicles

    • Home

    • Rental Properties

    • Building a home

    • Wedding

    • Plan for an engagement

    • Vacations and travel

    • Home renovations

  • Investment education and strategies (While financial coaches don't offer specific investment advice like financial advisors, we educate clients on investment basics (i.e. risk tolerance, diversification) and help clients stay on track with contribution goals

  • Focus on wealth building habits

  • Long-term planning for your next 2-3 financial steps

  • Credit improvement and monitoring

  • Business startup and growth (Additional business coaching required after 3 sessions)