Financial Coaching

 What is financial coaching? It is a wellness based financial planning process. A financial coach provides education and guidance to their clients on the areas of personal finance to build their financial literacy level. They give necessary tools, techniques, help develop healthy financial habits, lifestyle changes and creates personalized action plan aligned with client’s goals and values to achieve financial freedom. 

I follow three step approach to financial coaching:

Step 1: Financial Health Check. Understanding the current financial situation, lifestyle needs and goals. It involves complete analysis of the financial profile: Income, Savings, Assets, Expenses, Debt, Insurance, Investments and Budget. Based on the financial health, defining clear milestones and priority actions.

Step 2: One-on-One sessions on goal setting, budgeting, building emergency fund, debt management, increasing cash flow, saving money, investments, finding right insurance, retirement/early retirement, stock trading, real estate investing, wealth creation, career change, financial planning, lifestyle planning and more. The sessions on the topic are conducted on the individual need basis. The duration of each session is 2-hours.

Step 3: Once the sessions are complete, you will have solid financial knowledge base. You will feel confident and capable to take wise financial decisions on your own. Follow-up meetings are scheduled to keep track of the progress. You can also contact for additional assistance/ support as and when required.

Click here to schedule an appointment. 

All information personal or financial shared during engagement remains confidential.  

Life Coaching enhances the effectiveness of financial coaching. It takes care of non-financial issues and helps to create a well-balanced fulfilled life. People going through major life events like job loss, illness, divorce, death in the family etc. need more than just the financial area help. There are 8 dimensions to an individual’s life. Wellness across each area is important to lead a happy life.

Money plays an important role in everyone’s life. All goals in life are generally related to money but money alone cannot buy happiness. A meaningful life is driven by purpose rather than only money goals. Many times, because of money people neglect other areas of life. The objective should be to maintain the life balance. Wheel of life is a good way to judge the quality of life. You can identify the areas where you are excelling and the areas where you need improvement.

Money is not an end; it is the means. A resource to buy things. The life comes first so it should always be the focal point. True freedom is living the life on your terms. Being financially free gives you the ability to design life connected to your own core values, passion, gifts and talents. Life coaching teaches the principles to take charge of your career, relationships and the lifestyle. This improves personal, professional life and results in greater sense of harmony and contentment within. The process followed for life coaching involves self-discovery, finding and addressing obstacles, providing knowledge and executing the plan to build a life based on your vision.

Click here to schedule an appointment. 

All information personal or financial shared during engagement remains confidential.

Will Drafting, Will Registration, Succession Certificate, Legal Heir Certificate, Small Business Registration, Trademark Registration, Tax filings