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Financial Coaching

Practical wisdom for redefining your relationship to money

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Ann Hutchins

 

Certified Financial Coach

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Money in Your Life:
Let’s Separate Fact from Fiction

Today, you have more decisions around money and less practical financial intelligence training than ever before.

Credit cards, student loans, retirement plans, healthcare costs, living expenses…and shoe addictions.

With over 20 years of experience spanning financial analysis and portfolio management, I will lead you through a fun (yes, fun!), high-impact exploration of your relationship with money so you can:

  • Become knowledgeable, comfortable and curious about money.

  • Make good money decisions every day.

  • Live in the present and plan for the future.

  • Defuse the emotion around money and investing.

 

When Do You Need a Financial Coach?

 
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When you suddenly have money in your life:

✓ your first job
✓ you win the lottery
✓ you inherit money
✓ you get a new job
✓ you sell your company

When your life situation changes:

✓ you graduate from college
✓ you get engaged
✓ you get married
✓ you get divorced
✓ you get a big promotion
✓ you leave your job to start a company

When you keep having the same discussion about money with...

✓ your spouse
✓ your parents
✓ your children
✓ your siblings
✓ your advisors
✓ your client (if you are an advisor)

Or –– When you just don’t know where your money goes and it seems like you don’t know things everyone else does about money or investing or retirement.

Financial coaching is all about you and money in your life.

While I know a lot about the investing world, I will not tell you how to invest your money, what to buy, or where to put your money. I will lift up the hood and help you get clear about your goals and aspirations so you can work wisely with investment advisors, accountants, etc.

Some Possible Areas of focus:

  • Setting financial goals.
  • Creating a budget.
  • Tracking spending to discover money leaks.
  • Investigating your money story and rewriting it.
  • Talking about money with the people in your life.

Financial Coaching also makes a great gift for grads and newlyweds.

it's your money.
let's start the Conversation.

Praise

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After my divorce, I worked with Ann to hire a new money manager. Ann’s professional experience, in combination with her coaching perspective made her uniquely qualified to support me through a challenging transition. I am forever grateful.
— Divorced client wanting to change financial advisor
Financial coaching with Ann gave me confidence to first look at my financial situation and then take action toward my goals. To be able to overcome my fear about money and make plans was a big step. I have realized the dream of home ownership, retirement investing and saving for travel!
— Professional single woman with two teenagers rebuilding her life.
As a coach Ann is easy to talk to, especially about a subject that is not always easy to discuss. Ann’s presence is calming and it is obvious she is knowledgeable but that she is also a real person – not just a nerdy bean counter or a slick financial products salesperson.
— Professional couple planning for college savings and retirement
 

Resources

 
 

Everyone Has A Money Story

 

The First Step in Money in Your Life Financial Coaching is Discovering Your Money Story and How it impacts your choices.

Please take this short, no obligation survey and I will send you my Money Story exercise as a thank you..

 

Let’s Start The Conversation

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