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8 Things You Should Know
About Financial Coaching
C a r t e r F i n a n c i a l W e l l n e s s
But first, what is it?
Financial coaching is One-on-One
individualized support from a trained
coach to help you...
NAVIGATE A
FINANCIAL CRISIS
DEAL WITH
CREDITORS
CREATE A BUDGET
BUILD A
COLLEGE FUND
GET OUT OF DEBT
SAVE FOR
RETIREMENT
Here are 8 things you should know
about Financial Coaching
TOP SECRET
It's Confidential
It's Affordable
All information is kept secure and
all sessions are private
Packages are affordable, costing much less than bankruptcy
or credit counseling. Even if you're not in those situations
learning to handle money properly will pay off big time.
It's Personalized
It Provides Accountability
Proven financial principles are applied directly to
your financial situation. You leave with a specific
game plan to reach your specific goals.
Follow up sessions are scheduled to keep you on track and
answer any questions that may come up.
It's All About Teaching You
We teach you how and why, we don't just tell
you what to do.
It Can Improve Your Marriage
It Boosts Your Confidence
Money fights are one of the top reasons for divorce,
getting on the same page with your spouse financially
can reduce tension in your marriage.
Knowing that you can pay for college, retire with dignity, and stop
living paycheck to paycheck gives you confidence for the future.
There Is No Sales Pitch
I'm not selling any products or additional services, only
coaching. You can trust that every suggestion is only in
your best interest.
If you feel stuck in your current
financial situation, or just need some
help reaching a financial goal,
coaching could be for you.
Let me show you how I can help you
reach your financial goals.
CarterFinancialWellness@gmail.com
www.CarterFinancialWellness.com
Carter Financial
Wellness

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8 Things You Should Know About Financial Coaching

  • 1. 8 Things You Should Know About Financial Coaching C a r t e r F i n a n c i a l W e l l n e s s
  • 2. But first, what is it? Financial coaching is One-on-One individualized support from a trained coach to help you... NAVIGATE A FINANCIAL CRISIS DEAL WITH CREDITORS CREATE A BUDGET BUILD A COLLEGE FUND GET OUT OF DEBT SAVE FOR RETIREMENT
  • 3. Here are 8 things you should know about Financial Coaching TOP SECRET It's Confidential It's Affordable All information is kept secure and all sessions are private Packages are affordable, costing much less than bankruptcy or credit counseling. Even if you're not in those situations learning to handle money properly will pay off big time.
  • 4. It's Personalized It Provides Accountability Proven financial principles are applied directly to your financial situation. You leave with a specific game plan to reach your specific goals. Follow up sessions are scheduled to keep you on track and answer any questions that may come up. It's All About Teaching You We teach you how and why, we don't just tell you what to do.
  • 5. It Can Improve Your Marriage It Boosts Your Confidence Money fights are one of the top reasons for divorce, getting on the same page with your spouse financially can reduce tension in your marriage. Knowing that you can pay for college, retire with dignity, and stop living paycheck to paycheck gives you confidence for the future. There Is No Sales Pitch I'm not selling any products or additional services, only coaching. You can trust that every suggestion is only in your best interest.
  • 6. If you feel stuck in your current financial situation, or just need some help reaching a financial goal, coaching could be for you. Let me show you how I can help you reach your financial goals. CarterFinancialWellness@gmail.com