Frequently Asked Questions

A financial coach is a trained expert who helps you transform the way you handle money. I’m not just here to give advice — I’m your guide, walking with you through your financial journey. Together, we’ll create a personalized plan, set achievable goals, and work step-by-step to give you confidence and control over your money. It takes time, but there’s light at the end of the tunnel — and I’ll help you get there.

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As a Ramsey Preferred Coach, I use the most proven financial plan in America — the same plan that has helped millions of people get out of debt, build wealth, and find true financial freedom.

There are a lot of similar job titles out there, but here is what a financial coach is NOT:

Financial advisor/planner: they tend to focus on retirement planning specifically and manage your investments. They do not usually help clients with their behaviors, budgeting, debt pay-off strategies, etc. I can advise on certain investment strategies (when is the right time, how much you should save, etc.), but I will refer you to an advisor for more in depth planning.

Financial counselor: similar to a financial coach, but they approach sessions more like a typical counselor or therapist. Coaching is not designed to be a therapeutic relationship and is more client led.

Accountant: I know broad tax laws, but please seek a CPA for your tax advice.

Attorney: I cannot give legal advice. But if you are considering bankruptcy, I can help you determine if you are actually bankrupt.

Counselor/therapist: If you are in need of these services, I can provide referrals.

Coaching is for anyone who wants to take control of their finances—whether you're struggling with debt, preparing for a major life change, or looking to improve financial communication with your spouse.