Financial Coaching

As your Financial Coach, we can provide the following services to assist you in taking control of your financial needs.

  • ​Reconciling bank statements
  • Budgeting and cash flow management
  • Review and reconcile credit card statements
  • Negotiate with creditors to reduce debt
  • Track income and expenses for budgeting and tax deduction reporting
  • Provide user-friendly financial reports
  • Assistance with organizing information for tax return preparation
  • Interface with other professionals including your CPA, financial advisor and attorney
  • Review and analyze credit reports

​​​To inquire about our financial coaching process, contact us at (859) 653-4803

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