Coaching is Key
Our approach is based on the concept that personal finance is 80% personal and 20% finance. Success is more about your personal financial behavior than the depth of your knowledge. Because behavioral finance and coaching are so important, we emphasize the 80% while making sure you get the 20% right too.
Collaboration
Our coaching approach emphasizes collaboration between you and us. You are the expert on your goals, values, and preferences. Our team adds financial expertise, systems, and coaching to help you align your money with your life goals. Every session with your coach is a collaborative discussion focused on refining your financial life plan and teaching you key financial habits.
Education
Our goal is to cut through the complexity and jargon to emphasize only what you need to know, when you need to know it. We try to help you understand the why behind our recommendations so you will feel confident implementing our advice.
Accountability
Often the problem with financial plans is they never get implemented. Like most diets, financial plans start with good intentions and end with human nature. Many smart, capable people struggle with practicing good financial habits on a regular basis. Even the best can benefit from sitting down with a professional from time to time. That’s why our Gatherful® Coach program is the natural next step to help you implement, monitor and update your financial plan.
Flexibility
Financial fitness is an ongoing process, not a one-time event. We’ll start by building a plan together to get organized and concentrate your efforts on achieving your goals. Periodically, we’ll update your plan as your focus and circumstances change. While each program follows a general structure, we customize the content and order of discussion based on your needs as life unfolds.