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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.

Melissa made the decision to add financial coaching to her services while running the Cowtown Half Marathon. (Read the blog post here!) As a life long athlete, she has worked with various coaches and trainers to accomplish goals, like running marathons and completing Ironman 70.3 races. Melissa created the program Making Cents of Your Money, to help clients become more confident in mastering their money.

Financial Coaching with Melissa cox CFP can help your dreams become reality.

A financial coach can help you achieve your goals

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.

A financial coach can guide you through making healthy financial decisions

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 sense of your money.  You need a coach who can help you to reach your goals.

A Financial Coach will help you create a financial action plan

Melissa's program Making Cents of Your Money provides 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.

What is it like to work with a financial coach?

Financial coaching is an ongoing process, and will vary depending on your current financial skills.  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.

Melissa Cox CFP provides financial coaching aimed at motivating you to make healthy financial habits.

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.

There are many topics that a financial coach will help you work through. From money basics like budgeting to more advanced topics such as using credit wisely, Melissa Cox and Making Cents of Your Money will teach you how to confident master your money.

What do you receive when working with a financial coach?

When you receive financial coaching from Melissa Cox and Making Cents of Your Money,  you receive:

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

  • Weekly calls during the first month to establish a budget and financial goals
  • Bi-Monthly calls after the first month, to continue building healthy financial habits, find out how you are doing, and help you with any new concerns.

  • A detailed budget to help you reach your goals.

  • Expert guidance from someone who understands your situation.

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.