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If you cannot find an answer to your question, please email us at Karl@KarlCoaches.com
The International Coaching Federation defines coaching as “partnering with clients in a thought-provoking and creative process that inspires them to maximize their personal and professional potential”
A coach is not the same thing as a financial advisor. While a financial advisor helps you choose investments to build wealth, a coach guides you in money making decisions that better set you up for building wealth. This can include a number of things, such as getting out of debt, avoiding bankruptcy, creating a budget, and managing business finances, to name a few.
We do not sell financial investments. The only product we provide is clarity and support. Our coach’s job is to meet the client where they are and provide options from an unbiased point of view.
During the initial confidential consultation, we discuss what your goals and dreams are. It will also help you get a better understanding on how the process can assist you with those dreams.
From there we will discuss a plan of action to move forward.
We limit our coaching sessions up to one hour per client per month. The time between sessions gives you the opportunity to work on the goals discussed. Additional time can be booked as needed.
Absolutely! We highly recommend that your spouse be involved in this process.
Not married, not to worry, individuals have goals to. We welcome all.
1. Save $1,000 for your starter emergency fund
2. Pay off all consumer debt using the debt snowball
3. Save 3-6 months of expenses in a fully funded emergency fund
4. Invest 15% of your household income in retirement
a. (401K) Match beats Roth beats Traditional (401K)
b. Smartvestor Pro
5. Save for your children’s college fund
6. Pay off the house early
7. Build wealth and give
We do not. Prior to a coaching session, payments can be made through Venmo, PayPal or GoDaddy payments.
We believe we can! Contact us below for your initial consultation to set up your personal game plan.
We know personally that untangling your financial life can be both stressful and confusing. We have been there and want you to know - You can do this!
Contact us today, and we can get you started on a path to financial freedom.
Today | By Appointment |
General George S Patton