Financial Coaching Hub

Personalized coaching to help you win with money and live your best life

Book Your Complimentary Consultation Today

What Is A Financial Coach?

As your financial coach, my job is to get a clear understanding of your unique financial journey - your values, where you've been and where you want to go.

We work together to determine where you are on your journey, turn your vision into specific goals, and craft a customized action plan tailored to your specific values, goals, and lifestyle.

More than just a Financial Planner, I am your partner in the journey, offering personalized advice, strategic planning, and unwavering support. Through regular check-ins, I help you stay on course, celebrate your success, and adapt your plan as life changes. My ultimate goal is to help you use your financial resources to live your best life!

As your financial coach, my job is to get a clear understanding of your unique financial journey - your values, where you've been and where you want to go.

We work together to determine where you are on your journey, turn your vision into specific goals, and craft a customized action plan tailored to your specific values, goals, and lifestyle.

More than just a Financial Planner, I am your partner in the journey, offering personalized advice, strategic planning, and unwavering support. Through regular check-ins, I help you stay on course, celebrate your success, and adapt your plan as life changes. My ultimate goal is to help you use your financial resources to live your best life!

Sarah Thompson

Today, 11:04 AM

Hey there, I'm feeling a bit lost with investing. I have some money saved up, but I'm not sure where to start. Can you help?

👍

1

Of course! I'll be happy to help you. Do you have any specific objectives in mind for your investments?

Well, I've been thinking about saving for my retirement and maybe buying a house in the future.

I'm comfortable taking some risks, but nothing too volatile.

Given your goals and risk profile, I'd recommend a mix of low- to moderate-risk investments. We can consider a balanced portfolio comprising stocks, bonds, and a small portion of alternative investments.

Thank you so much, Chris. I really appreciate your help and the support from MoneyWise. This makes investing feel much less intimidating.

Message Sarah Thompson...

Sarah Thompson

Today, 11:04 AM

Hey there, I'm feeling a bit lost with investing. I have some money saved up, but I'm not sure where to start. Can you help?

👍

1

Of course! I'll be happy to help you. Do you have any specific objectives in mind for your investments?

Given your goals and risk profile, I'd recommend a mix of low- to moderate-risk investments. We can consider a balanced portfolio comprising stocks, bonds, and a small portion of alternative investments.

Thank you so much, Chris. I really appreciate your help and the support from MoneyWise. This makes investing feel much less intimidating.

Message Sarah Thompson...

Private Coaching Sessions

Ask finance related questions. Review your situation. Get some financial focus

  • Life event that affects your finances and like to explore your options?

  • Making a big financial decision and want to review with a 3rd party?

  • Worried about saving for retirement and want a game plan?

If you answered YES to any of these questions, this session is for you!

(1-Hour - $99 - Telephone or Web Meeting)

Financial Coach Consultation

Discussion to talk about your specific issue where you'll learn how I work with clients, the value you can receive from financial coaching, and if my coaching program is right for you.

(30 Minutes - Complimentary - Telephone)

Discussion to talk about your specific issue where you'll learn how I work with clients, the value you can receive from financial coaching, and if my coaching program is right for you.

(30 Minutes - Complimentary - Telephone)

You're on track to reach your budget goal this month 🎉

Discovery Session

Deep dive into your finances where we unpack some habits, thoughts, and feelings about money. We discuss your goals and identify roadblocks that may be preventing you from reaching them. We identify strategies and create a personalized plan that aligns with your values, lifestyle and vision. You get a much clearer picture of your financial journey, as well as tools to help you budget and track your net-worth so you can monitor your progress toward reaching your goals.

(2 Hours - $249 - Web Meeting)

Deep dive into your finances where we unpack some habits, thoughts, and feelings about money. We discuss your goals and identify roadblocks that may be preventing you from reaching them. We identify strategies and create a personalized plan that aligns with your values, lifestyle and vision. You get a much clearer picture of your financial journey, as well as tools to help you budget and track your net-worth so you can monitor your progress toward reaching your goals.

(2 Hours - $249 - Web Meeting)

ABOUT THE COACH

I'm Tom Miller, a dedicated financial coach with a unique blend of professional expertise and personal experience. My journey into the world of finance wasn't just a career choice; it was a personal mission, born from growing up in a family with financial struggles.

My career began in the Air Force, where I juggled my family responsibilities and duties as an airman while attending college. With a modest salary and growing family, I began to understand the importance of financial planning. I made it my mission to learn all I could to maximize my resources. As I delved deeply into the world of finance, it occurred to me that maybe I could use what I learned to help others. I thought about how different my parents’ lives could have been if they had someone like me to help them.

I became driven by a desire to help others navigate their financial journeys, and along the way, I gained a unique combination of education and hands-on experience enables me to offer guidance that is attuned to the realities of personal finances.

ABOUT THE COACH

I'm Tom Miller, a dedicated financial coach with a unique blend of professional expertise and personal experience. My journey into the world of finance wasn't just a career choice; it was a personal mission, born from growing up in a family with financial struggles.

My career began in the Air Force, where I juggled my family responsibilities and duties as an airman while attending college. With a modest salary and growing family, I began to understand the importance of financial planning. I made it my mission to learn all I could to maximize my resources. As I delved deeply into the world of finance, it occurred to me that maybe I could use what I learned to help others. I thought about how different my parents’ lives could have been if they had someone like me to help them.

I became driven by a desire to help others navigate their financial journeys, and along the way, I gained a unique combination of education and hands-on experience enables me to offer guidance that is attuned to the realities of personal finances.

EDUCATION AND EXPERIENCE

As your financial coach, I combine my academic knowledge with real-world experience to offer guidance that's practical and empathetic

As your financial coach, I combine my academic knowledge with real-world experience to offer guidance that's practical and empathetic

Master of Science degree in Financial Planning

A solid academic foundation that equips me with advanced financial planning knowledge

Financial Peace University Graduate and Coordinator

Completed this renowned program and took a leadership role in guiding others through it

Financial Coach Master Training

Specialized training that enhances my ability to provide effective, personalized financial coaching

Experience as a Financial Advisor

Practical experience gained while working with a major firm, helping clients navigate complex financial landscapes including investments and insurance

Expertise in Tax Preparation

Proficiency gained as a paid preparer for a major firm and as an IRS Volunteer Income Tax Assistant, equipping me with a deep understanding of tax implications in financial planning

Unlock Your Financial Potential Today

Complimentary Consultation

Contact Us


Tom@FinancialCoachingHub.com


(661) 524-6188

Central Time

Mon 08:00 am – 06:00 pm

Tue 08:00 am – 08:00 pm

Wed 08:00 am – 08:00 pm

Thu 08:00 am – 06:00 pm

Fri 08:00 am – 06:00 pm

© 2024 Financial Coaching Hub

© 2024 Financial Coaching Hub

© 2024 Financial Coaching Hub