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Financial Coach, who is that?

Perhaps a Financial Coach is someone you have never heard of, but someone you never knew that you needed. A Financial Coach is someone who takes the time to sit down with you, review your current finances, and work with you to achieve your goals of saving money and getting out of debt. They mainly do this by helping you customize your budget and have periodic touch points with you for review. They are a person that helps keep you ACCOUNTABLE. One of their main goals for you is to help you feel more comfortable and confident with money management, by showing you ways to spend less and save more.

Why work with a financial coach?

Like any good coach, you would hire, be it for nutrition, fitness, a specific sport, etc., you want someone that is going to have your best interest at heart. You also want someone who has it as their goal to help keep you accountable and give you the best advice in that specific field.

Money is a very emotional thing. And trying to figure out where to save or cut back in certain areas can be hard to do on your own. A Financial Coach can look at your financial situation, and help you tackle one problem at a time so it does not feel overwhelming. Over time they will help you build your confidence as you see changes happening. They will also teach you the tips, tricks, and steps on being able to accomplish your financial freedom on your own.

What can you expect from meetings?

Each meeting will be tailored to you and your specific needs. However, the majority of the time will be spent reviewing budgets and talking about ways you can adjust your spending from month to month to help you save to put money towards debt or to save for a long-term goal.

If needed, a tailored debt snowball is created and is gone over with you, along with discussing best practices to approach your debt.

We always suggest meeting with your coach at least once a month, but depending on your package, multiple meetings can be set within the same month, as well as weekly or periodic email check-ins to see how you are doing.

At the end of each meeting, goals for the next meeting or check-ins are set, and a follow-up email with details, examples, articles, and outlines is sent your way to give you all the necessary tools in being successful.

What are the benefits of working with a Whitaker-Myers Financial coach?

When working with the financial coach at Whitaker-Myers, you are getting a coach that has gone through a rigorous online program to receive the designation of Ramsey Solutions Master Financial Coach. Not only are you getting someone who has gone through Dave Ramey’s training, but you are also getting a coach that has a team of 11 financial advisors and SmartVester Pros that they work with daily.

Whitaker-Myers also focuses on having the heart of a teacher. We believe in making sure all of our clients know, and understand what they are doing with their money, and feel comfortable making educated decisions for their future. We believe in this philosophy so much; that we have made it one of our core values as a company.

Through your coaching services, you will also have access to an online, wealth management system that will give you a retirement projection. This benefit allows you to see when you could potentially start investing once out of debt, and what your potential retirement plans could be for your future.

Then once you are out of your debt, have saved for your emergency fund, and are ready to start investing, the team of 11 financial advisors and SmartVestor Pros will be ready to help you grow and build your wealth so you can live and give like no other.

You’ll also receive a membership to Ramsey+ (a $129.99 value) for free when using the coaching services with Whitaker-Myers.

How do I schedule an appointment with a financial coach?

There are multiple ways you can schedule a meeting with our financial coach. You can visit the Whitaker-Myers’ website under the “Schedule a Meeting” section and view the calendar link. This will give you all the times available to meet and review your schedule to see what is best for you. You can also reach out through chat or email to schedule an appointment as well.

Coaching options range from one-time specific personal finance scenario(s) with consulting hours/fees, to monthly coaching options. If you choose a monthly package option, you will be prorated for the month starting on the day of your first financial coaching meeting where suggestions and recommendations are made for you.

How has working with a financial coach benefited someone?

We like to look at all of our clients individually and see where we can help them be most successful with their finances. Each person has a unique situation, which means we as coaches need to look at your goals and current hurdles to find ways that help benefit you.

Whether it is helping you tailor your monthly budget to cut out unnecessary expenses and allow you to save, to discussing what is the best banking option for you. We have even worked with clients as they decide to either sell or not sell their home and what is the best overall strategy for them.

So far, we have been able to help clients pay off tens to thousands of dollars in current debt, to help them establish long-term emergency funds. The reactions we have heard from clients in these situations are usually how much more at peace they are with their finances (less stress, worry, and anxiety), and how much more confident they feel about making financial decisions.


December 1, 2022

Lindsey Curry

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm.  The information presented is for educational purposes only and intended for a broad audience.  The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed.  Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner. 

Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed. 

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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