Whether you seek an answer to one specific question or you want to follow a more formal course of study, we offer a service right for your personal financial situation.

Personal Finance Coaching

Financially Savvy provides you with the unique opportunity to meet one-on-one for a personal finance tutoring session where you can ask any questions you may have regarding money management.  Our Personal Finance Coachs™ (PFC) have vast experience in the financial and investment markets as wells as excellent teaching capabilities. 

Whether you have just one urgent question or you would like help mapping out a long-term plan of action, our PFCs can act as your personal guide to navigating the financial markets and provide you with the education necessary to make sound financial decisions. 

• Undivided attention of a qualified Personal Finance Coach
• Get real answers to YOUR personal finance questions
• Affordable (flat hourly rate)
• No long term commitments, just pay as you go (1-hour minimum)
• No sales pitch!

Common Coaching Topics

Below we've included some samples of topics we have covered in past coaching sessions.  Remember, you can ask any questions about personal finance and investment.  You are not limited to the topics listed below.

  Budget Creation

How to live the Life Well Spent™

  Asset Allocation

Managing the risk/reward balance by creating a portfolio that reflects both your goals and risk tolerance

  Company Retirement Plan Investment Selection

A step-by-step guide to choosing your investments for your monthly 401(k) or 403(b) contributions

  Retirement Planning

At what age can you retire?  Are you on track?  How much will you need to save to retire at age....?