Financial Planning Coach Session Information:
What is in the power of Financial Planning Coach Session?
As coaches, we work with people to help them go through life transitions, build awareness of themselves, and get to where they want to be. We do our best to hold space for our clients and guide them with the knowledge and perspective we have. There are no guarantees with our services, as you do with what you wish with our information & guidance - it all comes down to YOU!
What is a Financial Planning Coach Session with us?
We are not a financial or medical expert & clients should apply the tools we offer at their own risk. This doesn’t make us a bad coach or you as clients lose your trust — quite the opposite! This makes us professionals who looks out for the people we serve. People with special needs, you may need to turn to a medical, legal, etc., expert to have your questions resolved.
For our in-person sessions: at our business premises: The cost of financial planning coach hourly session(s) is as listed on business website/social media.
For our distance financial planning coach sessions (only offered by Ali): Our current session(s) are being offered via Zoom or Facebook Messenger by distance c0nsult. The cost of financial planning coach hourly session(s) is as listed on business website/social media.
Sales tax has already been applied to all service(s)/consultation(s) at Homestead Holistics Alley, L.L.C.
Contact me at homesteadholisticalley@gmail.com or Homestead Holistics Alley, LLC Facebook messenger for more information on pricing. Payment through cash or Venmo prior to any session starting. Financial Planning Coaching is available to everyone & everything, regardless of their social or financial status; contact us for more information.
How to prepare for your appointment?
Bring all expenses to your session(s). Including: monthly bills (ie: mortgage, credit card bills, etc), vehicle fuel expenses for week or month, daycare expenses, grocery expenses, children (ie: sports, child-support, etc.) expenses, your paycheck stub (including net and gross income), your checkbook or your financial way of paying bills, etc. for all client(s) included in your session(s).
We will sit down to discuss what your goal is and how to obtain that. A weekly or monthly budget will be created together (granted, the first few months, you are going to "blow it" it happens, but we will readjust & learn). Month to month we can meet & discuss what you learned from that month & what you wish to change to be able to spend less and save more. We also touch on your past experiences with money and how you feel about money; your past & emotional experience can be an enormous factor in how you see money as an object. We set goals that are obtainable to you. So that your end goal will be to spend less, save more, build the confidence and understanding that you can do this!
What is a typical Financial Planning Coach appointment?
A typical session(s) will last 60 minutes. As a financial planning coach, providing clients with the best service possible is always the goal. Clarify your needs and expectations you wish to obtain out of your session with your coach. As your financial planner coach, we can serve and help with budgeting and cash flow management. We do not deal with legal advice (ie: retirement planning, investments, etc). As a financial planning coach, we are equipped to help clients as someone who brings our own & other experiences to the table & we are not legal professionals.
Homestead Holistics Alley and/or their financial planning coaching won’t be liable for any health, legal, financial, etc. concerns you might face after any/all consult session(s). Clients should be practicing our advice & methods at their own risk. We’re all different; methods related to financial planning and well-being may bring different results for everyone. The previous performance of the methods shared does not guarantee results and/or future results.
When we create a presentation or write content for clients, based on their individual needs, we do our best to provide the most accurate information. However, it might become out-of-date at some point, once it is provided to you at the session. Once our materials are sent or handed out, we won’t be able to update this information with the most-accurate information until a session is scheduled again with us. All information discussed in your sessions stays between Homestead Holistics Alley and/or financial planning coach and the client(s). Any personal information about the client(s), including your session notes, will solely be used to keep in touch and efficiently conduct your coaching calls; they won’t be shared with a third party and will be shred on an annual basis.
I am not a lawyer or certified public accountant, and this should not be considered legal or financial advice. You should seek appropriate counsel for your own situation. Financial advice may also differ in each country or state. Homestead Holistics Alley and/or Financial Planning Coach is within experience in Iowa and/or United States of America and not others. Please note, we do not offer our services outside of the United States of America, please seek information and professional advice regarding your local regulations.