Personal Finance coaching is perfect for anyone looking to manage their debt, achieve their financial goals, and finally stop worrying about money. The plan is simple: Set up a structure based on your goals today, and put yourself in a position to achieve them in the next several years.

The Process

To get started, you will complete a straight-forward worksheet that lists all of your account balances, debts, ongoing expenses, and financial goals. Using this data, I will prepare an executive summary including a SWOT Analysis of your financial situation, and data-driven models that describe your future success. With this easy-to-use and accessible Excel workbook, you will track your monthly financials with ease while also receiving real-time feedback on your year-over-year progress in an Overview Tab. Finally, we will regularly stay in touch to ensure your questions are answered along the way to proficiency.

Testimonials

“Kerrick’s ideas are pragmatic and useful. Money can be a challenging topic to discuss, and because of that, a lot of people struggle with it. He has a knack for taking complex finance tools and ideas and distilling them down into simple and really helpful concepts.” – Craig

“I would highly recommend using Kerrick’s services. At first I thought I was going to be overwhelmed because a Pro Forma looked like something I would never be able to handle, but he took the time to walk me through my personal finance plan line-by-line and answer my many questions. I’m actually really excited to start budgeting now, and I feel like I now have a grip on handling my student loans!” – Holly

“Kerrick does a superb job guiding you through the fundamental principles behind budgeting instead of just telling you what to do. He also meets you where you’re at, encouraging your goals through a realistic plan. It was a no-brainer to extend my meetings with him after our preliminary session. Kerrick is the man you need for financial coaching!” -Derek