What is Financial Coaching?
Clarity for your money.
Financial coaching isn't financial advising. I won't be managing your investments, selling insurance, or picking stocks. That's a different profession entirely.
What I do is simpler and more personal: we sit down together and get clear on what you actually want your money to do for you, then build a plan to get there. For most people, that starts with a monthly budget that reflects those goals. From there, coaching is about accountability, checking in, revealing blind spots, and staying organized.
Still unsure if coaching is right for you? Book a free consultation with me!
About Your Coach!
Grant Jefferies
Founder
I'm a Ramsey Certified Financial Coach, trained through their Training program, and I've spent the past couple of years coaching people because I truly believe in its power to change someone’s financial life.
My background includes a bachelor's degree in Finance from Oakland University, along with experience in the wealth management space, giving me a deeper understanding of the financial system and grounding our conversations in practical financial knowledge, not just encouragement.