There is HOPE Financial
There is HOPE Financial
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    • Home
    • About ME
    • Financial Coaching
    • 2024 Tax Updates
    • Resources
  • Home
  • About ME
  • Financial Coaching
  • 2024 Tax Updates
  • Resources

Financial Coaching

Have you tried getting your financial situation in order, but have not made any progress? Do you simply want to build your savings or pay off debt? Financial counseling is for those who are ready to take short-term steps to build long-term results. It prepares clients to make financial shifts that positively affect their well-being in the present and for the future. 

*15 minute No cost consultation service. Schedule today: https://thereishope4life.com/ola/services/copy-of-budget-counseling#1c6144fc-57bf-4869-a267-94759b6ea9e1

Why hire a financial coach?

Financial counseling sets you on the right track to building your financial health in a way that is tailored to your personal lifestyle and resources. It is not meant to reveal what you cannot do, but to bring to light what you can accomplish. 


Benefits of Financial Coaching

  1. Personalized budget and plan of action
  2. Bird's eye view of financial situation (needs vs. wants, income vs. expenses)
  3. One-on-one assistance
  4. Practical strategies for multiple financial standings

Services Offered

Organizations, Individual, and family coaching


*Financial Coaching workshops are available for larger groups upon request.


Helpful Information

What is a financial Plan?

A financial plan tells your money where to go and releases you from figuring out where it went.

Steps to Creating a Financial Plan

1. List monthly expenditures

2. List available monthly income

3. Compare income vs. expenses


In the midst of determining a financial plan, it is important to note your financial goals. If there are no goals in place, set them. Defining your priorities is a must when it comes to saving.

Quick Tips for Saving Money

  • Consider your needs
  • Determine your budget
  • Research before you buy
  • Comparison shop
  • Pay yourself first by putting away small amounts of money with all income
  • Only carry a small amount of cash to spend every day

*To receive an accurate breakdown of this information in relation to your personal finances, schedule an appointment today. https://thereishope4life.com/ola/services/copy-of-budget-counseling#1c6144fc-57bf-4869-a267-94759b6ea9e1

  • 2024 Extension Request

There is HOPE Financial

505 West Foothill Boulevard, Ste 4, Monrovia, California 91016, United States

(909) 784-1455

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