Financial Impact Coaching
Clarify Your Financial Goals
We’ll work to clarify and prioritize your financial goals, whether it's saving for a home, planning for retirement, outlining an estate plan or achieving financial independence.
Estate Planning & Charitable Giving
We spend much of our lives focused on building our financial legacy, but we can’t stop there. It’s important to find ways to protect it. We’ll work to design a comprehensive estate plan that reflects your unique goals and values.
Improve Financial Habits
Developing healthy financial habits takes time. We’ll work on building the foundations of budgeting, saving, and managing debt, leading to long-term financial well-being. Regular check-ins keep you accountable and motivated, ensuring you stay on track.
Life Transitions
Life is full of ups and downs, twists and turns; most of them have some kind of financial impact. Whether it’s a marriage, divorce, welcoming a new family member or saying goodbye to another, sometimes we need a little extra help transitioning our finances. I can help you through your transition and feel confident as your grow into your new stage of life.
Confidential, No-Judgement Zone
When you hire a financial coach, it’s important you feel confident that you can come to the table as your whole self. This may mean dealing with past decisions or naming big audacious goals. I never want you to feel embarrassed by what has been, self-conscious about spending habits today, or dismissed about the big goals you have. I believe that our financial decisions are deeply personal, and my job is to help you find your most aligned financial strategy. When you work with me, our conversations are completely confidential. I do not share client details or client lists with anyone.
Who would benefit?
I work with a diverse range of clients, each with unique needs and aspirations. Whether you're an individual with big goals but unsure how to reach them, a business owner trying to balance personal financials while running your business, or a family with young children looking to re-cast your budget and financial priorities, I'm here to help. If you see something that resonates with you, let’s talk.
How to sign up
We’ll start with a free information session to see if we are a good fit. In that call, we’ll determine the best cadence of meetings and design a plan that works for you. Most clients will find that 1-2 sessions a month for 3-6 months is enough to address a specific goal and get on track with your financial success.
Email Elena to book your introductory session today: hello@elenaetc.com