Koach Financial

Financial Koaching

Helping you help yourself

What is financial koaching?

Unlike investment advisors or insurance agents, a financial koach helps you manage the day-to-day aspects of finance. When you work with a financial koach, you have someone to help you navigate the complexities of your financial situation. You no longer have to make financial decisions alone, and can have a financial professional help you overcome virtually any financial obstacle. Don't believe us, give us a shot.

We'll even give you your first meeting for free to help you decide if Koach is right for you!

Pricing

We have a sliding scale pricing model, which simply means they are unique to each person/family's financial situation. This helps us ensure our prices are affordable for everyone, regardless of their wealth or income.

30 Minute

Meeting
  • Virtual Meeting or Phone Call

  • BEST IF YOU:

  • Have a few specific questions

  • Need some guidance & direction

  • Need unbiased & objective recommendations

1 Hour

Meeting
  • Virtual Meeting or Phone Call

  • BEST IF YOU:

  • Have multiple questions

  • Need some guidance & direction

  • Need unbiased & objective recommendations

1 Month

Koaching
  • In Person, Virtual Meeting, Phone Call

  • BEST IF YOU:

  • Want a personalized financial strategy

  • Support, encouragement, and accountabiliy

  • Are ready to take control of your finances

100% Satisfaction Guarantee

If you are not completely satisfied with your koaching experience, we'll give you a full refund. All we ask is that you tell us what we could have done better so that we can continue to improve our services. We won't always have all the answers, and we may not be the right place for you to get help. We believe you should only pay if we can actually help. Now what's your excuse not to try us?

Koaches

Our financial koaches are trained financial experts. Not only do they have the education and training, but also the personal life experiences to help you make the most of your financial resources.

Frequently Asked Questions

Why would I pay for financial koaching?
Wait... I thought you were a non-profit?
What if you can't help me?
You have a 100% Satisfaction Guarantee?