Financial Coaching

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A financial coach is someone who helps you get more out of your money than you could on your own.

I'll help you identify the habits and behaviors that have been holding you back with your money and choose new behaviors that will truly work for you so you can finally achieve your financial goals.

We'll create a plan for your money together, whether it’s starting a budget, saving more, paying off debt, or all of the above. And each plan is tailored to you, your personality, your lifestyle. There’s no one-size-fits all when it comes to money and that’s what I help you figure out: which financial paths are best for you and will help you reach your goals.

After working with me, you'll feel less stressed, more confident with your money, and more hopeful and optimistic about your financial future, which really translates to any other goal you have for your life. 

Think about how much better you’d show up for your partner, your kids, your friends if you weren’t stressed about money. Would your relationships improve? Would your health improve because you had less stress? Could you go for that job you’ve always wanted or take that trip you've always dreamed of if you had a plan for your money that aligned with those goals? Maybe you want to lose weight or get in shape, but you think eating healthy, going to a gym, or getting a personal trainer is too expensive and you’ve always made lack of money the excuse. Maybe you want to go to therapy to improve a relationship or your mental health, but you just don’t have the money to put toward it because you’re still paying off your expensive student loans. 

Money can affect almost every aspect of your life, so why wouldn’t you make it a priority to get your finances in order and get more out of your money? If you’re ready to improve every area of your life, click the link in the "Let's get started!" section below to book an informational call with me to see if it’s a good fit for us to work together!

I have a master's degree in accounting, am a licensed Certified Public Accountant, and a graduate of both the Ramsey Solutions Financial Coach Master Training and the Financial Coach Academy and I've been helping friends and family with their finances for years. 

Not only will I use my training and background in finance to help you reach your financial goals, but I have personal experience with financial success to draw from. My husband Mitch and I are completely debt free (including our house!), have at least 6 months' worth of expenses in savings, contribute 15% of our income to retirement, give at least 10% of our income to charity, and still do fun things like weekly date nights, camping, and traveling internationally as often as we can. We're currently saving to build our dream house in a few years and looking forward to visiting Italy for the first time in 2025!

If you want to find out how I can help you achieve your financial dreams too, click the link in the "Let's get started!" section below to book an informational call with me!

This is a very common question. However, the question you really should be asking yourself is, "Can I afford not to do this?" If you don't get help, will your financial situation get better on its own? Or will it get worse? Can you afford to have that happen?

The good news is that financial coaching is an investment. Like any good investment, it has the potential to return back to you more than you put into it. Not only will we identify income and savings strategies together to put more in your wallet, but the new-found hope, confidence, stress relief, and financial freedom you'll experience will be priceless. 

It may seem counterintuitive to put financial coaching on a credit card, especially if you're trying to pay off debt, but you'll pay off financial coaching and the rest of that credit card faster and with less stress with a financial coach by your side, guiding and encouraging you every step of the way!

Click the link in the "Let's get started!" section below to book an informational call today!

Financial coaching might be right for you if:

• You're living paycheck to paycheck,
• You feel like you make good money, but you don't know where it goes every month,
• You tend to accomplish more when you work with a partner or a team,
• You've tried to get your money in order, but just keep failing,
• You don't know how to choose from all the different financial options out there,
• You and your spouse can't seem to get on the same page about finances,
• You feel like you're drowning in debt and never make any progress, or
• You've ever thought, "I'll never be able to afford..."

Click the link in the "Let's get started!" section below to book an information call and see if financial coaching is right for you today!

1. Book an informational call to ask questions and see if financial coaching with Shasta is right for you (see link in "Let's get started!" section below).
2. Commit to an 8-session coaching program over 90 days to work side-by-side on the financial goals that are most important to you with someone who is cheering you on and holding you accountable to the goals you set for yourself.
3. Provide your savings, income, and debt information and answer a few questions before your initial "Discovery" session, where we'll get a clear picture of your full financial situation and start identifying the best path for accomplishing your goals.
4. Meet weekly for the next three sessions, then every other week for the remaining four sessions. During your sessions, we'll celebrate wins, gain new skills and financial tools, identify next action steps, and tackle any roadblocks you might be facing. 
5. Receive support in between sessions through text and email communications.
6. Graduate from coaching with less stress, more confidence with your money, and being leaps and bounds closer to your financial goals!