Personal Financial Coaching
for Individuals, Couples and Families
Our personal financial coaching sessions focus on clarifying your desired goal and developing a plan to move toward it. We provide a fee-only financial coaching service to guide our clients and coaching sessions are available in-person in Bergen County office, over the phone or via web-based technology like Zoom.
Our big passion is helping people with the budgeting so that you can spend, save and give intentionally as aligned to your values and goals in life. Whether you prefer to work on paper, or with an excel program or with your smart phone, we can use what works for you.
If you need some coaching with collectors, buying a car or a home, dealing with foreclosures or mortgages, bankruptcy, insurance, retirement, estate planning or want help getting out of debt, we can help you position toward financial peace, independence and generosity.
We work from Dave Ramsey’s Baby Steps as a foundational starting point and build on it as needed, depending on each client’s unique situation.
Personal Financial Coaching Services
30-Minute Financial Wellness Checkup: $125
1-Hour Crisis Session: $200
1-Hour Follow-Up Session: $175
3 x 1-Hour Sessions (Starter Package): $500
6 x 1-Hour Sessions (Learner Package): $950
12 x 1-Hour Sessions (Mentor Package): $1800
Ready to start on your journey toward peace, financial independence and generosity? Book now.
You get a 30 day 100% money-back guarantee when purchasing my personal financial coaching service. Purchase my personal financial coaching service and if you are not fully satisfied with my service for any reason, you can email me for your money back within 30 days of your purchase date for a full refund. You have nothing to lose.
Checkout our FAQ page for more information on our personal financial coaching services.
Have questions? Contact Paul for a free 15-minute phone consultation to get you started.
“I have a complicated financial situation and Paul was able to break it down into simple, attainable goals I could wrap my head around. He also pushed me outside my comfort zone so I could achieve greater results. He is nonjudgmental and forward thinking which created an atmosphere of optimism.”
“After so many starts and stops when it comes to our overall financial picture and future stability, we reached out to Paul due to his training and representation of the Dave Ramsey principles. We found him to be very personable, professional, compassionate and knowledgeable. Through our first meetings we were assured that we were on the right path and we felt very empowered through his guidance. We highly recommend him as a financial coach.”
“Paul made himself readily available to us and offered clear guidance and organizational skills on budgeting and helping us get control of some out of control credit card spending. We continue to work with him on the Dave Ramsey Baby Steps and tracking our expenses and receipts and overall being more mindful with money. I highly recommend Paul - he will have your best interests at heart and help you where you need help.”
