Personal
Financial
Coaching
Physicians are trained for years to take care of people, but most have no training at all to take care of their personal finances.
Physicians and their families have many demands on their income. From student loans and house payments to insurance and retirement savings. It's hard to know how to manage it all. The right guidance can help you turn financial goals into financial results.
NICE TO MEET YOU
What is a Financial Coach?
Personal financial coaches help people break free from their financial challenges by helping clients create clear goals and implementing an action plan that turns those goals into financial results.
Financial coaching is different from any other financially oriented service. Accountants help you with your taxes and advisors help you with your investments. Financial coaches work with you to create a complete, start-to-finish plan for your money and keep you focused to stay on track.
Financial coaches work with their clients individually during scheduled sessions. They focus on the big picture of your finances. Together we work on things like creating a budget to uncovering your long-term goals to scheduling debt pay off. We work together to help you overcome the challenges that have been holding you back in your finances.
A financial coach walks you through and evaluates ALL areas of your financial life which include the following:
debt reduction
rainy day savings
retirement savings
college savings
budgeting
spending
buying and selling a home
giving
insurance
estate planning
The plans and action steps that are created are based on YOUR personal values and financial goals.
A financial coach is also trained to look at your overall financial picture and help you identify opportunities to better manage your money to meet your financial goals. My formal training and certification is through the Dave Ramsey Financial Coach Master Training program. My informal training are through our life lessons.
NICE TO MEET YOU
Do I need a Financial Coach?
You have sacrificed and trained for years to be a physician, You work hard and have a good income. So why aren't you where you want to be financially at this stage in your life?
Do you feel trapped in a paycheck-to-paycheck cycle in spite of earning a high income?
Do you feel overwhelmed with your financial situation and ask yourself how it happened?
Are you drowning in student loan debt or have credit card debt?
Do you worry about how you are going to pay for college for your children?
Are you and your your spouse/partner having money fights about spending?
Do you big financial goals like buying a home or maintaining your current lifestyle during retirement?
Are you frustrated with seeing others handle their finances successfully and wonder why you aren't as success?
Do you want more? More for your family and more for your future?
Regardless of where you are on your financial journey, a coach meets you where you are today and steers you in the right direction so that you start WINNING with your money.
Utilize Your Time
Stop wasting time worrying about your finances. Get clear about where you are and where you want to go and start taking strategic action.
Reduce Your Debt
Reduce your debt while creating the habits and behaviors that will support the long-term achievement of your financial goals.
Keep More Money
Keep more and save more money by implementing simple and automatic strategies that will create more peace of mind.
Am I a Good Fit for a Financial Coach?
Not everyone is a good fit for financial coaching. The question is, are you?
Please answer yes or no to the following questions.
Are you willing to take responsibility for where you are financially?
Are you open to doing things differently?
Are you willing to learn new things?
Are you ready to do the work and take action?
Are you ready to be held accountable?
Are you committed to taking the necessary steps to bring about change?
If you answered "yes" to the these questions, then you may be a good fit.
The best way to discover if financial coaching is the right fit for you is to schedule a no cost "Let's Talk" session. It's takes less than 30 minutes and we can explore together if financial coaching is for you.
Let's TalkTypes of Financial Coaching Services
Resultz offers multiple ways for you to engage our coaching services to better meet your needs.
Private Coaching
This level of coaching is the most individualized. Sessions are one on with clients by way of video or phone calls.
The Financial Resultz System has been developed to optimize results. A curriculum and worksheets guide clients through the coaching process. The clients and coach work together to analyze, organize and maximize their financial results.
Private coaching has the highest level of accountability and is customized to meet the needs of the client.
"Working with Riley has changed my life. I’m only 2 months away from debt-free!"
- Martin Marino
"Last year, I was 49 with no retirement savings. Thanks to Riley, I’m now financially on track."
- Bill Bayaud
"From buried in debt to living the life of my dreams, Thank you, Riley!"
- Susan Smith
Why I Do It
Financial literacy is not a term I ever heard growing up. While my parents did their best to provide for our family, they lived paycheck to paycheck most of their lives. Seeing my family struggle inspired me to aim higher. But despite my best efforts, I still found myself drowning in debt.
Once I was debt-free, I realized that the methods I used could help others like me who wanted the same but didn’t grow up with the framework to make it happen. So I made it my mission to help as many people as possible create healthy financial habits and a better life for themselves and their families.
THE 1-MINUTE MONEY MESSAGE
Get Actionable Financial Tips Delivered to Your Inbox.
Financial freedom is a marathon, not a sprint. It takes time, planning, and focused attention. I’ll guide you to the finish line with weekly bite-sized financial guidance.