Together, We Make Your Goals Possible.

Our Financial Coaches are trained to analyze your finances and identify opportunities to better manage your money. Instead of making decisions for you, we focus on teaching money management skills resulting in the confidence required to reach your financial goals. Once you set a personal financial goal, we assist in putting a specific plan together and support you through the execution of the plan.

Financial Coaching is different from any other finance-related job. CPAs help you with your taxes. Financial Advisors help you with investments. Our goal is to help you navigate an often complex financial landscape, by serving as your Personal Finance Partner. We often serve as a complement to both your Accountant, Financial Planner, and/or Wealth Management/Investment Advisor team.

The Basics

This program is focused on client needs that are very common and often prevent individuals from creating true wealth. 
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Retirement Readiness Education

This advanced program is for clients that have created a specific level of wealth and are now faced with the added financial complexity that presents itself as they plan for a worry-free retirement.
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Business Coaching

Empowering business owners to take control of their finances, our coaching program helps you build a solid foundation for growth and sustainability for both the business owner and their employees.
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Testimonials

Financial Confidence

"Our newly found financial confidence has brought peace of mind to our future retirement goals and aspirations”

Saved Money

"Our Coach has saved us money in unnecessary fees that we were being charged"

Accountability

"Our Coach has brought accountability to both ourselves and our Financial Advisor"

More Control

“Prior to hiring a Financial Coach, we didn’t understand all the decisions that were being made by our financial advisor; Our Financial Coach got involved and has been able to uncomplicate the financial landscape & we now feel more in control of our financial decisions"

Double-Check

"I now enjoy making financial decisions and have a partner that is always available to double-check my decisions”

Unbiased

"My Financial Coach is an unbiased partner that has provided a good foundation that I didn't have prior"

Net Worth Increase

“Hiring a financial coach turned out to be one of the best decisions I’ve ever made. My net worth has increased dramatically in the last 3-years based on setting a clear plan and understanding the process better"

College Grad

“As a new college graduate, I was not prepared for all the financial decisions and responsibilities I was confronted with as I started my first corporate job. My Financial Coach educated me on the short and long term impact of the decisions I needed to make”

More Comfortable

"Before working with our financial coach, we felt overwhelmed and unsure about the financial decisions we were making. We are now more comfortable and confident in the decisions we are making.”

Simplified

“Our Coach is a partner that’s solely focused on simplifying the financial decisions we had to make, as we prepared for an eventual retirement"

COSTS: ONE-ON-ONE COACHING

The Initial Discovery phone appointment is FREE for all potential clients (usually 30-minutes). During this initial call, we will determine whether we can assist you with your goals & whether you would like to move forward after discussing our plan of action. All estimated cost are discussed and approved before we engage in our 1st education session.
Coaching Session Rates vary based on services needed. A quote will be given at the end of the discovery session.
Coaching can be in person or we can provide remote coaching using whatever method you are most comfortable with (Phone, Facetime, Zoom, Google Meets). These One-on-One coaching sessions have proven to be efficient to review client financial goals, address questions, teaching and modeling money management skills, review documents, share insights or research, etc.

*Military (Active or Veterans), Front Line Healthcare Workers & First Responders (33% Discount)

*Senior Discount (33% Discount)

*New College Grad Discount (33% Discount off first years engagement)

Special Packages

We offer various special packages to help college grads, retirees, and more.

Contact Us Today!

856-336-8772
csmith@personalfinancepartner.com

Note: We are not licensed registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations. Our services are for Educational purposes only & should NOT be construed as personal advice.

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