Certified Financial Coach
CurrentAs a Certified Financial Coach, I am directly responsible for providing one-to-one financial coaching for individuals, families, small groups and small business owners no matter what their specific financial situation. • Assist people in taking control of their money and positively affect their financial situation• Focused on active listening to best serve clients• Coaching on topics such as:− Budgeting− Cash flow planning− Debt… Show more As a Certified Financial Coach, I am directly responsible for providing one-to-one financial coaching for individuals, families, small groups and small business owners no matter what their specific financial situation. • Assist people in taking control of their money and positively affect their financial situation• Focused on active listening to best serve clients• Coaching on topics such as:− Budgeting− Cash flow planning− Debt reduction− Bankruptcy− Retained Earnings− Investing− Insurance− Estate Planning− Retirement− Stewardship − Networking− Collectors− Foreclosures − Mortgages− Money Management− Credit− Paying for College− Debt • Serve as lead budget counselor for a 3K member congregation, offering hope to everyone, from the financially stable to those in distress• Coordinate and instruct nine Financial Peace University (FPU) classes• Educate on basic accounting concepts and intermediate financial principals• Explain how money really works and bust myths about debt• Provide the tools and skill-building required to manage money• Ability to coach and influence with recommendations of illustrations on how taking action will help improve net worth• Develop and audit budgets for individuals, families and SMBs• Proficient in Excel budgeting ledgers and Profit/Loss (P&L) statement reporting • Foundational success elements focused on coaching and mentoring attendees in:− Finding Support & Accountability− Receiving Training− Implementing Recommendations− Maintaining Consistency Outcomes: − Financial Coach Master Series, Counselor Training Certification − Graduated over 288 families, totaling 80% of enrollees (higher than national average of 74%) − Total graduate debt paid off of $1.6M+− Trained eight budget counselors to co-lead classes Show less