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Six Month Success!

A client who is a single mom and schoolteacher began working with me as her financial coach in February. She has accomplished so much. Sometimes, I remind her how far she’s come in such a short amount of time. Often when I begin working with clients, their financial situation is overwhelming and working through the baby steps seems impossible.

During her most recent coaching session we reminisced about the things that she had achieved.

  1. Researched three different budgeting apps and chose a solution that worked for her.

  2. Created a budget and adapted her habits to meet it.

    1. Increased her awareness about pesky pop-up expenses like landscaping, online subscription renewals and special occasions.

  3. Paid off over $21,000 in non-mortgage debt.

  4. Increased her annual income.

    1. Started tutoring over the summer and will likely continue this through the next school year.

  5. Researched ways to save money.

    1. Reduced her car insurance and her homeowner’s insurance.

    2. Looking into reducing her cell phone bill too!

  6. On her way to fully funding her emergency fund.

    1. She knows where any windfalls of money will go

    2. Will achieve a fully funded emergency fund within the next 12 months.

  7. She knows her “why” and how important it is for her to keep going.

    1. She wants to be a good example for her daughter.

  8. She is dreaming about what it could look like to support her daughter for the next 10-15 years and what retirement will look like.

All of this in only six months! I’m so proud of this client and am honored to work with her. While the numbers are super impressive, numbers are only about 20% of what we discuss in financial coaching. Believe it or not, our conversations revolve around behavior with money.

Do you know what she said to me? She said "the investment of working with you as my financial coach was worth it, 100-fold."

Where will you be in six months? What success do you want to achieve? What’s holding you back from working with someone who will challenge you, provide accountability and perspective?

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