At A Penny Saved Financial Coaching, we work with individuals and families to bring clarity, confidence, and control to their financial lives. I provide hands-on coaching, not lectures, so clients feel empowered instead of overwhelmed. With my coaching, clients build the skills that can get them out of debt, save more money, spend with intention, and stress less about finances.
A Penny Saved is a great fit for professionals and organizations who support clients during times of change or growth. This often includes:
Financial advisors who focus on investments but want clients to have day-to-day money management skills in place.
Therapists and counselors helping clients reduce stress and strengthen relationships.
Realtors, mortgage brokers, and lenders guiding people through major housing decisions.
HR professionals or career coaches supporting job transitions.
Attorneys and estate planners assisting with family or life-stage planning.
By partnering with A Penny Saved Financial Coaching, you can extend the value you provide to your clients and strengthen the trust they place in you, and I love building reciprocal relationships with referral partners and highlighting your services when it makes sense for my clients.
Strong partnerships help people thrive.
The Benefits of Partnering with A Penny Saved Financial Coaching
Wealth management clients will achieve short-term goals and be ready to invest in long-term wealth plans.
Investing clients are better stewards of their money and more engaged in their finances.
Accounting clients will gain tools to manage their cash flow, align spending with values, and prepare for the future.
Home buyers will clean up their credit and have bigger down payments.
Counseling clients will stress less about finances, and couples will be on the same financial team.
Your Client Needs a Financial Coach When:
Your client wants to be better with money but doesn’t know where to start.
Your client is preparing for or reacting to a life event or a new money obstacle.
Your client has short-term savings goals - a down payment or emergency fund.
Your client is looking to stop the rollercoaster of getting in and out of debt.
Your client wants to stress less about their money.