Personal Financial Services

Looking for a personal finance coach near you?

Whether you are single, on your own or supporting children, or in a relationship where one or both of you work – you can always overcome your financial worries.

Having someone who understands where you are is important and Sally at My Goal Saver has that background. When added to her professional qualifications in accounting and experience in the finance sector, Sally is an outstanding personal finance coach.

Understanding where all the money goes that you earn is the key, and that’s where budget coaching can help.

Sally will help you to understand where you are financially, by understanding what money comes into your life, what money regularly needs to go out for rent or mortgage repayments and food etc. These are called living expenses, and then there’s the lifestyle or discretionary expenses.

It can be hard to balance living and lifestyle expenses and stressful to make changes, so you want to work with someone who is patient and professional, to work through balancing where your money goes.

With Sally’s background of balancing small businesses to corporate cash flows and budgets, she has the tools to make it easier for you to take control of your personal finances.

Step by Step Support from your Personal Finance Coach

The first, obligation-free consultation with Sally is a chance to get to know each other, and to clarify your goals, current commitments and lifestyle.

Sally will discuss what you can expect from her as your personal finance coach, how the process works and the recommended time frame of the support you’ll likely need. When you’re comfortable to go ahead she’ll provide you with an app to fill in your current financial incoming and outgoing cash.

With that information Sally will identify where your money is going and where you can be financially in a specific time frame to be money-worry free.

You’ll receive a Work Plan documenting all of these and the small decisions that can turn your financial position around. In the Work Plan Sally will include a schedule of coaching meetings and the investment required.

Support following from the initial discussion is very important. It may seem easy to change, however the gentle accountability of regular meetings helps you to stay on track towards achieving your financial goals.

As you see regular improvements in your financial situation, you will be encouraged to keep going and stay on track. Sally will be there with you every step along the way with weekly or fortnightly discussions depending on what’s agreed for your needs.

As the program continues you will reach a point where you and Sally feel you are confident to continue on your own.

You aren’t locked into a program that you don’t need, so you can rest easy that you’re in the hands of a professional.

You can have face to face meetings with Sally if you live in Brisbane, or benefit from her online financial coaching if there isn’t a suitable personal finance coach near you.

Click below to speak to one of our Financial Coaches today, or to book in your FREE consultation: