Financial Coaching

Chesterfield & St. Louis Metropolitan Financial Coaching Services

Just as professional athletes have coaches that help them take their progress to the next level – so too do individuals who are looking to take their personal finances to the next level.For the individual that has a self-crafted plan, and understands what they want to accomplish, we offer a neutral and unbiased review of their plan. Sometimes an unbiased and objective set of eyes can identify areas that may have been overlooked. We find that there are times in life when “two heads are better than one”.

As financial coaches we make it our mission to understand your individual situation, goals and aspirations. We design customized roadmaps suitable to your individual situation. Your individual roadmap will allow you to take your personal finances to the next level. It will give you the confidence and security knowing that you are traveling the necessary path to accomplish your goals.

At times our coaching incorporates pieces of our financial literacy program. Just like learning to read we must be able to understand why something is the way it is before we can begin to understand how it works. If we understand the fundamentals of finances then we can begin understanding why it matters. Gaining an understanding of basic financial matters allows for greater success in accomplishing one’s goals.

The following list is an overview of the most frequently covered topics. Please be sure to ask if you have a specific need not listed below. We coach clients on the following matters:

  • Overall financial picture
  • Identifying short-term and long-term goals
  • Budgeting
  • Debt Reduction
  • Savings (Emergency, Retirement, College)
  • Insurance Needs (Protection Profile)
  • Buying a Home
  • Buying a Car
  • Having a Baby
  • Elder Care
  • Going through a Divorce

If you could use a financial coach to get, or keep your finances, on the right track then please contact Reliance Financial Services today. We provide services in Chesterfield, St. Charles, Ballwin, Ellisville, O’Fallon, Arnold, and the surrounding St. Louis Metropolitan Area.