DOING GOOD WORK TOGETHER!
If you’re here, then you’re interested in financial coaching, or maybe someone told you about me but you still have questions like, "What kinds of people does Rachel work with?," or "Would this kind of thing be a good match for my needs?"
Unless you schedule a 15-minute introductory call with me, I can’t tell you for sure. I can tell you what the people I’ve worked with successfully are like. Here are several:
Here is a sample of what I do for my clients. For more, see the Services page.
Help them change their relationship with money.
Assis them in setting up personal and small business systems for money management.
Teach them about budgeting, forecasting and cash flow management.
Help them get their financial house in order.
Cultivate basic personal finance habits so they can move forward.
Coach them through the ups and downs of finances - a life changes.
Help them identify limiting beliefs and attitudes about money.
"Rachel is so easy to consult with. — A terrific help! Getting financial coaching was like working on a project with a true friend. There was no judgement, just a LOT of assistance and reassurance while I regrouped and set up systems after my husband passed away. Thank you!"
Susan B., Retiree, Concord