Frequently Asked Questions

What is financial coaching?

A financial coach supports you in gaining clarity about the day-to-day issues surrounding money, setting financial goals, and putting a plan in place that serves your unique situation. Budgeteez coaching services can help guide you toward taking control of your money and tackling big goals. What kind of life do you want to create? Let’s take the financial steps needed to make that happen!

I’ve tried budgeting before and it doesn’t work for me.

The Budgeteez approach is nothing like traditional budgeting. You will find yourself being proactive and flexible without the standard, rigid, approach that you may have tried before. My system gives you a structure to work with and the financial coaching to make decisions within that framework. It’s very doable!

What’s the difference between financial coaching and financial advising?

Your financial adviser has the ability to broker various products for you such as insurance, stocks, bonds, mutual funds, etc. As a financial coach, I do not sell any financial products. My sole focus is on you, the client, and your needs and goals.

How can I afford to pay you when I already have money problems?

This is a fair question. My fee is an investment, an investment worth making. Most clients typically find more than enough savings in the budget to cover the investment. Your new knowledge and habits will benefit you long after we’ve worked together. And money isn’t the only factor. The emotional and psychological benefits clients experience are huge - such as less stress, a more positive outlook, increased excitement about life, and a sense of confidence around money.