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Coaching Action Steps
Diagram showing the different steps and actions involved in the coaching process

How an Online Finance-Money coach can help:

A finance coach can help you focus on reaching your financial goals, and work with you to lay-out the steps required to get to the end goal. They can provide you the expert advice and education you need to feel confident in you financial or debt management plans.


Your Finance-Money Coach will:

  • Help you set your financial goals
  • Work with you to develop an action plan
  • Help you identify resources, tools and services to make the process pain free
  • Monitor your progress and guide you in the right direction
  • Work with you to understand the impact of your decisions on your financial goals

Referenced from: fyi.uwex.edu/

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