Financial Coach Near Me - Your Journey Starts Here - Carreira FI

Financial Coach Near Me – Your Journey Starts Here

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Where to start if I need help with my finances? What is a financial coach? How to find a financial coach near me? If you want answers, don’t look any further.

I’m a California-based financial coach that works with clients all around the United States. My goal is to help you start your financial journey so you can make more out of your money.

On this page, I will answer these common financial questions and help you find the financial coach you deserve.

How Can I Get Help With My Finances?

First things first, congratulations! It’s not easy to take a step back from your daily life to find out that you need help with your finances.

You Are Not Alone

As recent studies have shown, most Americans need help with their finances but don’t take the first step. They need the most help with:

  • Getting out of debt – American’s average personal debt is $90,460
  • Breaking the paycheck to paycheck cycle78% of Americans are still living paycheck to paycheck

3 Questions To Ask Yourself

You might feel overwhelmed with all of the options out there. From financial books to financial professionals, it can be hard to know what is best for your situation.

Answering the following 3 questions will help you find the best option for you:

  • Why do I want to improve my finances?
  • What level of accountability do I want?
  • What are my financial goals?

It is possible to educate yourself and improve your financial literacy by reading books or listening to podcasts. It just takes a lot of time and determination.

If you want a high level of accountability and achieve your financial goals quickly and efficiently, you might want to work with a financial coach.

Financial Coaching - Carreira Finance

What Is A Financial Coach?

A financial coach for your money is what a fitness coach is for your health.

They educate you about money management, motivate you along your journey, help you achieve your financial goals, and push you to do better.

Another popular name for a financial coach is money coach.

Why Do I Need A Financial Coach?

Everyone needs a financial plan to make their dreams come true. Without one, it is like having a destination in mind without knowing how to get there.

Financial concepts might seem simple at first, but they can be hard to implement on your own. A financial coach is here to help you implement these concepts into your daily life.

What Does A Financial Coach Do?

A financial coach is here to help you make more out of your money. He/she is an expert in money management and specialized in a few areas of personal finance.

For example, I am an expert in debt, budgeting, and financial freedom. Other financial coaches are experts in investment, tax, or other areas of personal finance.

In order to help you the best way possible, your financial coach will need to know about your personal finance situation. From how much you make to how much you spend every day, the more information you share, the better services you will get.

Depending on what you are looking for, your financial coach should be able to adapt to your needs. For example, I work with clients that just need one session and others that I follow every month.

How Much Does A Financial Coach Cost?

Like in any profession that doesn’t require any diploma or license, you will find a high range of prices.

Your financial coach cost will depend on his/her expertise, the quality of the service provided, and where he/she exercises.

For example, I am located in the Bay Area in California, and I charge my clients between $150-$200 per hour. However, I know other financial coaches that charge their clients $300 per hour, and I am sure they are others that charge even more.

A great question to always ask yourself is: “Am I going to save more money in the long term than what I pay him/her for?”.

How To Choose The Right Financial Professional?

There are a lot of different financial professionals out there, and it can be confusing to know who does what.

So here is the list of financial areas they are specialized in.

  • Financial Coach – Money Management
  • Financial Advisor – Investment Management
  • Accountant – Tax Management
  • Estate planner – Estate Management
  • Insurance Agent – Insurance Management

Financial Coach Near Me - Carreira Finance

How To Find A Financial Coach Near Me?

Before finding the financial coach you want and deserve, you need to know what type of interaction you are looking for. Do you want to interact face to face, via phone call, or video call?

Face To Face Financial Coaching

The advantage of face to face coaching is that you won’t have hundreds of options. Generally, your list of candidates will be lower than 10, so it should be fast to find your money coach.

However, one inconvenience might be the place where the session is held. Generally, you will meet your money coach at a coffee place because it will be easier for both parties. You won’t have control over the noise around you.

The 3 best ways to find your ideal face to face financial coach are via:

  1. The business directory of your city
  2. Your Chamber of Commerce
  3. Browsing online using targeted business websites

Remote Financial Coaching

Remote or online financial coaching has been soaring for the last couple of years. It is more convenient because the sessions will be held in the comfort of your own home.

Most of the time, online financial coaches meet with their clients via video calls. However, some clients prefer simple phone calls, and that is also acceptable.

Here are the 3 best ways to find your ideal remote money coach.

  • Word of mouth – this method is always best because who wouldn’t trust the opinion of a friend or a family member?
  • Social media or google it – you can search for “financial coach” or “money coach” in your favorite social media platform or in Google search
  • Targeted websites – like Yelp, Angel’s List, or Thumbtack

What’s Next?

Now that you have a list of potential financial coaches, you need to find the one that will best fit your needs. It’s important to know that every money coach has different specialties.

For example, I’m specialized in helping people get out of debt and reach financial freedom. Other money coaches might have other specialties like investment or tax management.

Also, a great way to know more about a money coach is to directly call him/her or schedule a free session. That way, you can make sure that you and your future financial coach are compatible in the way that you communicate.

Don’t hesitate to ask as many questions as you’d like.

Financial Freedom - Carreira Finance Coaching

My Financial Coaching Services

I offer financial coaching services that make taking control of your money simple. My goal is for you to better manage your money so you can make more out of it.

I also have two programs that help my clients get out of debt and reach financial freedom as quickly as possible.

Financial Coaching Testimonials

“Marco provides excellent, consistent work time and time again. Our work together has truly helped me to set better practices in my spending and budgeting. I’m endlessly grateful for his insight and patience with all my questions!” — Matt F.

“Marco is so good with the numbers. Throughout the process, the communication with Marco is so good and he addressed my issues with in-depth analysis. The suggestion he gave me was to the point. He is exceptional!” — Alyssa J.

“Worked with us to answer all of our questions, was very insightful, and delivered exactly what we needed. Also went out of his way to fulfill any related requests to get the order perfect. Thanks!” — Koop S.

“I had an incredible experience. Excellent communication. He goes step ahead to help you, and he does what he promises. No negotiation, straight forward answers. Highly recommended. Definitely will work with him again. Thank you for the amazing experience.” — Antonia M.

“This was the most amazing experience. He articulated what was needed, and I was able to provide the information. He was patient professional and knowledgeable. I would definitely recommend him.” — Sabrina A.

“Marco was an amazing help! He explained everything very clearly and made sure he understood my personal situation in the best way possible. This was more than I was expecting and he gave me great tips in the end. I couldn’t recommend him more!” — Jannina K.