I have been coaching a few clients and have really been enjoying the experience. I do not advertise this service other than here on this page as I am not looking to turn this into a full time schedule. My goal is to coach 5-10 clients per year.
What does coaching with Court entail?
I am currently offering 1-on-1 coaching which entails two 1.5 hour long video calls.
These sessions are meant to be informal and flexible and cater to your wants and needs. The goal is for me to find ways to optimize your expenses, help you manage your finances, aid in figuring out the mindset shift required to understanding a happy life doesn’t have to be expensive, and help you develop your game plan to reach financial independence. Here are some of the topics covered with previous clients:
- Optimizing expenses
- Determining the best debt payoff plan
- Budgeting and managing spending
- Reviewing investment portfolios
- Prioritizing financial goals
- Reviewing accounts and funds available to invest in
- Tax minimizing strategies
- Travel hacking
- Rent vs own analysis
You will get unbaised financial advice via one-on-one coaching sessions on either FaceTime video, Facebook Messenger, Skype, Signal, or Google Meet. Prior to the first call I will ask for some homework to be completed upfront so I can gain as much information on your financial situation to help make the experience as customizable as possible. And of course, all your information will stay confidential.
Please note I am not a certified financial coach. The knowledge I have gained has been self taught.
The price for these two sessions costs $400. For $400, in addition to the two coaching sessions I’ll also be providing you with some homework to complete before and after the meetings so we can work on a unique approach that suits YOU. I’ll also give you as much of my knowledge as I can that I’ve learnt over the last 10+ years of my FIRE journey. The goal is that by the end of the sessions you will have made some actionable changes to put you in a better position to reach your financial goals sooner so that the sessions have essentially paid for themselves.
I have been incredibly humbled by the kind words past clients have said about our sessions and knowing that I am helping others along their journey makes it completely worthwhile to me.
Here are a few testimonials from some of my clients:
“Courtney is patient and non-judgmental. She’s an excellent listener and explains difficult concepts in a very clear manner. She gave me all the information I needed to feel empowered to make the best decisions for me and my family. I was starting totally from scratch and felt really overwhelmed by the different kinds of investment accounts and what to focus on. Courtney makes it seem simple and accessible while also making you feel better about where you’re at. Her deep knowledge and passion for frugal living and financial independence make her more than qualified to help you on your financial journey; but her compassion and kindness while sharing her knowledge are what has been truly transformational!” – Kristin
“We were on our path to financial independence but we really felt the need to get some outside opinions on our strategy and Court definitely delivered in providing some great unbiased ways to further optimize our portfolio and investing strategy. She also helped to identify some ways to reduce our spending without making it feel like were were depriving ourselves. She also recommended a lot of great books, articles, and links for further reading which have been helpful as well. Highly recommend and you’ll definitely make more than your money back by implementing some of the changes she suggests.” – Hannah & Jeff
“It is very clear that Court is passionate about personal finance and helping others. She genuinely wants to help you reach your goals and is very personable and honest. These coaching sessions gave me confidence when it comes to money and I couldn’t be more grateful. Thank you again, Court, you opened my eyes to so many things I hadn’t thought of when it comes to my finances and I will forever be grateful for the time you spent with me!” – Steph
“Take your first step towards financial freedom. I was a bit hesitant at first to be honest but this was definitely money well spent. Looking back, as a single person, I really needed a sound board to bounce ideas off of as most people typically only speak to their spouse about their finances. Having someone who was willing to dig into my financial situation and provide some honest feedback was invaluable. I’ve paid off some credit cards which came with high interest rates and finally felt confident enough to start my investing journey. Meet with Court, you won’t regret it.” – Jennifer
Receiving these responses is truly what it’s all about for me. I want to help you take control of your finances and help make you feel empowered on your journey to financial independence.
If you’re interested in a coaching session, please fill out your information below to see if we’d be a good fit. Looking forward to working with you!