Financial Coaching

Melissa Cox CFP® knows sometimes going it alone can be hard.  Whether you are trying to lose weight, improve your business, get a new job, or reach another goal, doing things on your own can be difficult.  Sometimes you need advice, guidance, motivation, and help that can be hard to find when you are on your own. 

Trying to achieve financial goals is one type of thing that can be hard to do by yourself.  Whether it’s paying off your credit card debt, paying off student loans, saving more money, or saving for retirement, sometimes, when you try to do things by yourself, you don’t always get where you want to be.  It helps to have someone that has been there, done that, and "will not to do it again tomorrow"  on your side. 

This is where a financial coach comes in.  A financial coach, is someone, like a CERTIFIED FINANCIAL PLANNER™, who can guide you on your path to reaching your financial goals.  They are someone who is knowledgeable, has experience, and may have been in similar situations to your own.  They are someone who understands where you are, where you want to be, and how you can get there.

When you consider your financial situation, you may realize that you aren’t where you want to be.  You may also realize, that things may have been this way for some time and you’re not sure how they are going to change.  The issue here though isn’t really you.  It’s not that you’re necessarily doing something wrong.  It’s just that you need some help.  You need someone who can understand your situation and help guide you to making things better.  You need a coach who can help you to reach your goals.

At Fetterman Investments, Inc., we provide financial coaching from a CERTIFIED FINANCIAL PLANNER™.  A CERTIFIED FINANCIAL PLANNER™ is a great choice for a financial coach because they have the experience and training be able to help you in your situation.

When you receive financial coaching from Fetterman Investments, Inc., you receive:

  • Access to your own personal financial website, where you can see all of your information in one place.

  • Monthly calls to update you on your situation, find out how you are doing, and help you with any new concerns.

  • Your own comprehensive financial plan with detailed information and analysis.

  • Expert guidance from someone who understands your situation.

Financial coaching is an ongoing process.  With the right guidance and help, in as little as six months, you can start to see improvements in your situation.  With a committed coach by your side, you can reach your goals.

Whether you are a recent college graduate, a professional in need of guidance, someone who has experienced a life change like divorce, someone who needs guidance for your family situation, someone who has undergone a financial hardship, or someone in another situation, a financial coach can help you by understanding your current needs and can help you to make the improvements you need to take your life to where you want it to be.

To arrange for a fee consultation to discuss financial coaching please send us a message, book an appointment online,  or call us at 1-800-523-9939.  We’re here to help you.

           Contact Melissa Cox CFP® to schedule a consultation.