For a huge swath of Americans, their needs for financial advice are focused on issues like credit card debt, building an emergency fund, or just getting their head around their budget for the first time. The problems are half about financial literacy, and half about behavior change and forming good financial habits around spending and cash flow.



Columbus Financial & Success Coach has one major goal – to help people get out of debt, save towards their goals and enjoy the freedom that comes with being in control of their money. Our mission is to enable people to live their ideal lives by making the most of their assets, and investing wisely for that future. Helping people and doing right by them is what inspired us to get into this line of work.



We will educate you on the basics of personal finance and, as a team, create a spending plan that reflects your values and goals. We will then empower you to take responsibility for your decisions, support your continual learning and growth, and serve as an accountability partner throughout the process.



While other financial coaches tend to focus on implementing financial products and strategies, Columbus Financial & Success Coach focuses more on the basics of personal money management, behavioral change, and accountability to a client-driven spending plan. Our job is to provide you with the knowledge, skills, and behaviors that will help you build wealth in the first place.



We love to mentor and teach, and financial coaching allows us to dive into the emotional, behavioral and educational side of money. This approach does require more hand holding, keeping you accountable, and devising ways to help you embrace new habits that will support your financial goals. This is because the ultimate goal of coaching is to teach clients how to fish – to get them to the place where they have the basics down, and don’t need our help anymore.



At Columbus Financial & Success Coach, the relationship is highly client-driven, and we are engaged / hired by the client to support his or her personal goals and values. For our clients, we provide education and help them take a look at their personal relationship with money, habits, and emotional issues. We give them a platform for distilling what “awesome” would look like in their lives, now and in the future. We offer encouragement when the process gets difficult, keep them on track, and hold them accountable to their stated goals and directives (which can, of course, change with time).



Since we view money as a tool rather than a goal at Columbus Financial & Success Coach, we provide an opportunity for clients to explore and define the life they want to live – not just in retirement, but now! That’s not an endorsement of the YOLO philosophy, but rather a challenge to question the status quo, ask what they really want out of life, and challenge them to think about how they will make it happen for themselves today, not in 30+ years. This means taking a hard look at personal values, fears around money, and desires for life.

