Where do you fit?
The South Bay Financial Partners Financial Coaching Program is designed with three types of people in mind.
If you’re looking for help getting back on the right path or you’re not quite sure what the right path is, this program is designed for you.
If you've fallen into debt, you're living paycheck to paycheck, or you’re wondering “Am I doing this right?”, this program is designed for you.
If you’re looking for advice investing, setting goals, contingency plans, or you find yourself asking “What next?”, this program is designed for you.
Life can be full of decisions that seem complicated.
We like to say that your money should support your life... not the other way around.
We’ll be here every step of the way, as you’re ready, helping you move towards your amazing life! Accountability and follow through are keys to the success of this program, and are why we firmly believe that, together, we will be successful in you achieving financial wellness.
How it Works?
We’ll highlight and analyze all of the resources that are available to you.
We'll integrate what we have learned about you to help make financial decisions easier.
We'll explore your life intentions. What would make your life fulfilling?
Every month, we will send you a “Status Report” that provides a snapshot of the previous month. In the report, you will be able to see trends in your spending, saving, net worth, target spending, and progress towards goals. It will also ask you a few questions about your money mindset that month. These Status Reports are meant to keep your finances front of mind, to be aware of your decisions, and to realize the progress you’ve been making. You’ll also receive a plan of attack for the upcoming month.
We firmly believe that, together, we will be successful in you achieving financial wellness.
Per Month.GET STARTED
- Monthly Meetings
- Review of Cashflow
- Benefits Review
- Tax Preparation
- Investment Overview
With our Program we work with you towards
building confidence forbootstrapped
We're here to help you build a solid foundation.
We'll work with you to determine your life intentions and vision, then together we'll build a plan and toolkit to make your vision and dreams a reality.