Facing difficult financial decisions? Want to get past unexpected issues and emotions that are keeping you from moving forward? Wondering how you can change the way you currently deal with money issues?

 

Financial Coach Elizabeth Maggio can help if you want to:

 

• make a budget that helps you achieve your goals

• create a realistic plan to eliminate debt

• prepare for your retirement years

• develop a strategy to help pay for education

• buy a house

• change your habits around spending, savings or debt.

 

I work with people who want to make better, more informed choices about how they handle money. Together we will identify your goals and create a strategy to ensure that you have the knowledge and support you need to fulfill those objectives. My focus will be on helping you understand your current financial situation, establish habits and systems that will ensure your success, and address the issues and challenges that will invariably come up.

 

For individuals and families wanting financial coaching, I offer several services:

 

Evaluation  

We will begin by gathering information about your current financial situation as well as assessing your individual preferences around spending, savings and borrowing. After evaluating these initial findings we'll set goals and create a prioritized plan of action.

 

Analysis 

Some goals require more in-depth analysis in order to determine the financial impact of alternative choices. The analysis will be based on the information gathered in the evaluation phase. Under this program you can expect to:

 

• develop a strategy for how to move forward toward your goal

• receive a written report outlining this strategy and the financial options available to you.

• meet with me for 2 2-hour sessions to fine tune the information and analysis

• access to unlimited email support with turn-around in 24 hours

• access to up to 30 additional minutes of phone contact (if needed) to clarify assignments.

 

Coaching 

Some clients find that accountability and ongoing support is the key to long-term success in attaining their financial goals. In this situation, a financial coach's role is similar to that of a personal trainer:

 

• empower you to keep focused on your objectives

• provide access to resources to support your progress as you go

• teach you skills that will serve you in attaining your goals

• address head-on the patterns, thoughts and issues that are holding you back

• celebrate your successes 

 

On-going coaching utilizes a combination of email, phone and/ or in-person contact that enables that you maximize the support you need to be successful while minimizing the cost.