Our Solutions

Here at MoneyWorks Financial Coaching, we understand that different clients naturally have different goals, questions, and concerns about their money. If you’re a business owner trying to straighten out the kinks in your company’s cash flow strategies, for instance, you may need much more individualized coaching than someone trying to get a grip on the household budget. That’s why we offer the following financial coaching solutions to suit your particular needs.

One-to-One Coaching

One size definitely does not fit all when it comes to financial caching. Everyone has different needs, questions, challenges, and blind spots when it comes to recognizing and correcting cash flow issues. That’s where Money Works’ one-to-one online coaching sessions come to the rescue. Our personalized guidance will help you understand your relationship with money – both the big picture and the little individual “paint strokes” that create that big picture.

Our one-to-one coaching gathers and sorts all your day-to-day financial data. You can compare your balances and transactions against a budget and cash flow plan we’ve already worked together to create. You can see exactly where you’re doing things right and where you could stand to fix certain habits. We’ll then reconnect on a regular schedule (typically every other week for 3 months) to see how things are going and talk about any adjustments that might help you stay on track.

Group Coaching

Personalized one-to-one coaching may work brilliantly to help you solve your individual financial puzzles, but it’s not necessarily the ideal option for everyone. That’s why MoneyWorks Coaching also offers structured group coaching sessions. This combination of coursework and coaching provides the accountability and interaction you need in an online group environment.. Everyone in the group gets the same education, guidance, and opportunities to participate. Before you know it, you’ll have the skills and knowledge to take command of your financial destiny.

Done for You” Coaching

Even the best of intentions can get lost in a sea of details. If you’re having trouble executing the action steps we’ve laid out in your one-to-one or group coaching sessions, we’ve got a solution for that frustration – our “Done for You” coaching service.

How does this solution work? If you need help with your personal financial path, we connect for regular conversations; if you need help with your business or non-profit organization’s finances, we might set up a different contact schedule. During these sessions, we examine what you’re doing to implement your strategies and see how well your actions are working. If you’re having trouble putting your cash flow plan into action, we step in to provide after-the-fact bookkeeping. We examine all your bank feeds and transactions, categorizing them and helping you maintain your financial stability. If we see issues of concerns along the way, you’ll receive additional coaching as needed to smooth out the bumps in the road.

Does one of these solutions sound like the answer to your financial frustrations? If so, schedule a free, no-risk consultation and let’s have a confidential, no-pressure chat.