HELP WITH MANAGING MONEY, BUDGETING, & MANAGING DEBT
Designed for those working on budgeting, struggling with debt, or wanting to build a stronger financial foundation: Financial Education Consultants, Inc., offers guidance and recommendations whether you want to get out of debt, take more family vacations, buy a home, fund a child’s education, or anything else.
BENEFITS OF COACHING
At Financial Education Consultants, Inc., you will work with a Certified Financial Planner (CFP®) professional, who will provide you with guidance and personal coaching to help you accomplish your financial goals and your life goals.
BENEFITS TO EMPLOYERS
Companies with a financial wellness program saw the main benefit of their program as increasing employee retention (56%), improving employee well-being (50%), and enhancing employee productivity (46%); according to a survey of HR professional by the global accounting firm Ernst & Young. The benefit of increased retention and productivity are obvious to employers. But increasing employee financial well being also has benefits to the bottom line beyond simply happier employees.
ORGANIZATION
We help bring order to your financial life, by assisting you in organizing your finances including expenses, debt, taxes, investments, and more.
ACCOUNTABILITY
We act as your accountability partner to help you follow through on financial commitments and take the necessary steps to achieve your priorities and goals.
OBJECTIVITY
We help you make better money decisions by bringing an unemotional perspective to important life events along with the research you need to make informed decisions.
PROACTIVITY
We work with you to anticipate your life transitions and future goals, and then give you guidance on the necessary steps to be financially prepared.
EDUCATION
We provide you with the specific knowledge needed to succeed in each situation and explain your options and the risks associated with each choice.
PARTNERSHIP
We work with you to identify your ideal life, both now and in the future, and then partner with you to direct your financial resources toward achieving that life. Coaching begins with a series of meetings with your financial coach to build an initial financial plan to achieve your goals. Then, you and your coach will have monthly planning meetings to guide you in continual progress on your finances including:
- Setting & achieving new financial goals
- Reviewing and optimizing your cash flow and budget
- Improving income through career planning and mentoring
- Keeping long-term goals like retirement in view
- Reviewing and improving your credit report