We help our clients with the basics of money. We work with clients who may struggle with money or who have other obstacles keeping them from managing their finances. Our goal is to help clients develop better money management strategies. We educate our clients on the basics of personal finance and work with them to create financial goals. We also empower our clients to take responsibility for their decisions and provide accountability as their clients work to implement the lessons they learn.
We work with our clients over the period of several weeks that can last months. We meet with clients weekly or biweekly to provide advice and check on progress. The full process consists of a number of steps. The first step is building awareness around spending habits, usually by tracking daily, weekly and monthly spending. The next step is defining the client’s financial goals, whether it’s setting a budget, creating an emergency fund or paying off debt. We will help clients develop plans to achieve their goals, then act as an accountability partner as clients enact their plans. Ultimately, after six to 12 months, clients should have improved their financial literacy and on the right path to achieving their goals.