Coaching

Financial Coaching is...

Our coaching sessions are designed to answer your questions, address your financial challenges, and help create a unique strategy to achieve your financial goals.  Most coaching clients fall into one of two categories:

  1. They are facing a crisis (creditors, foreclose, bankruptcy, divorce) and need someone to guide them through the complexities.  Our clients gain confidence knowing they've developed a plan that works.  We then outline a strategy to help them gain control of their financial future.
  2. They are living paycheck to paycheck, making ends meet, but can't seem to get ahead financially.  We work together to determine a set of proven action steps, including developing a budget that works, a debt repayment plan, and a savings/retirement plan.

Everyone has financial goals.  We help you achieve them.  No matter what you're facing, we can guide you to a future of financial freedom.

SCHEDULE A FREE 15 MINUTE DISCOVERY CALL to determine if coaching is right for you.

Financial Coaching is NOT...

All coaching at Createmargin is based on a fee-for-service model, meaning we charge per session.  We are NOT Insurance Agents, Financial Planners, and DO NOT represent any products or services.  We WILL NOT be selling you any products or services, nor do we receive any commission for products we might recommend.

This means you will get the BEST POSSIBLE FINANCIAL ADVISE and GUIDANCE, and your coaching session will only be influenced by what's best for you!

In addition, we are NOT Investment Professionals.  We can help you craft an overall savings and retirement strategy, but we work with Investment Professionals in the Orlando area, and can provide referrals to help you with your investment choices.

SCHEDULE A FREE 15 MINUTE DISCOVERY CALL to determine if coaching is right for you.

Pricing

We charge per one-hour session, and discounts are provided for multiple sessions.  In our consultation we will review the best options for your specific situation.  For more information, check out our article "Why Financial Coaching is Right for You."