Integrity Financial Coaching provides coaching on the following topics, tailored to the unique needs of the client:
- Debt reduction
- Education in sound financial principles
- Financial literacy
- Planning for major purchases, like buying a home
- Goal setting for various aspects of life (financial, personal, recreational, etc.)
- Help clients develop new perspectives on the dynamics of money in relation to family, friends, and individual self-esteem
- Help clients identify and modify ineffective financial behaviors
- Education in the fundamentals of estate planning, investments, and insurance
- Monthly cashflow planning by developing a functional spending plan/budget
- Navigate cultural and emotional aspects of money
- Paying for college
- Retirement planning
- Support clients as they work through financial challenges and opportunities
- Wealth building
Integrity Financial Coaching will not:
- Provide advice regarding wills and trusts
- Provide estate planning
- Provide financial therapy
- Provide advice on the various insurance products and coverages
- Provide legal advice
- Recommend specific security investments
- Sell financial products
- Provide tax advice
For services not provided, clients will be referred to the appropriate financial professional.
