Book an appointment with Laura Coleman, AFC®

If you’ve never worked with a financial coach before, or you feel completely overwhelmed by your next step, this 15 minute consultation is the perfect place for you to start. You’ll be able to talk about your situation, and what your vision is for your family. With over 20 years of experience in the financial industry, Laura Coleman has seen almost every kind of financial problem and she loves to help people.

Use a 3rd party to help facilitate your Year Planning Session successfully. Let us help you learn how to discuss with your partner or spouse about your needs and wants. Plan for specific money making ideas or challenges you will face this year. Before and during the session we will provide you tools to help this year be a success. This is the year to help you reach your financial goals.
Plan out your year on calendar
Discuss Year Planning Questions
Address Money Date Agenda
Overcome challenges

During your Zoom meeting, you can expect Laura to:
Provide money saving ideas and tips to find more money with your current income.
Brainstorm with you on ways to improve your financial situation.
Answer any additional questions you may have regarding your finances.
Give guidance on reaching goals and coach you on ways to attain them.

Each week you will have exercises to accomplish during your Money Date. The goal of this 5 week coaching session is to help increase the communication in your relationship about money, ease conflicts about money, and get you both on the same page financially before you develop a spending plan that works for you.
Set a weekly Money Date
Create a Family Motto
Explore your emotions towards money
Change your communication about money
Develop a Money Mindset that helps you reach your financial goals