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One-on-One Financial Coaching

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Personalized financial coaching focused on everyday money decisions: spending,
saving, debt, and long-term stability

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​At The Whatcom Dream, we believe financial education should be accessible to everyone. For those ready to take the next step, ClearPath offers one-on-one coaching built around your unique situation.


Coaching provides a private space to work through your financial goals and challenges.
Whether you’re paying off debt, building savings, preparing for retirement, or seeking clarity
around your next decision, you’ll receive focused, individualized support.

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Who is ClearPath For?​

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ClearPath is for those seeking personalized financial support and education.


Whether you’ve completed one of our free financial courses or are engaging with The Whatcom Dream for the first time, coaching offers individualized guidance tailored to your situation.

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You may schedule a one-time session for a second opinion, or choose to work with a coach over multiple sessions, depending on your goals and needs.

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What to Expect​

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Sessions are practical and action-oriented. Together, you and your coach may:

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  • Review income and expenses

  • Create or refine a spending plan

  • Develop a debt strategy (including credit scores and repayment planning)

  • Set realistic savings goals

  • Prepare for larger financial decisions such as buying a car, purchasing a home, or planning for major repairs

  • Talk through financial concerns in a confidential setting

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We do not sell products or manage investments. We focus on building the skills and systems you need to manage your money effectively, so you can take action with a coach in your corner.

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Cost

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$60 per hour. Sessions are scheduled by appointment.


Your payment covers your one-on-one session and helps support The Whatcom Dream’s free community financial education programs.

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How To Get Started

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Schedule directly with our primary financial coach:
Schedule your 60-minute appointment

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If you would prefer to learn more before scheduling, contact us at info@whatcomdream.org or
call (360) 306-8324. We will reach out to you right away.

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Paying for Your Appointment​

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Have a scheduled ClearPath session? You can pay online in advance using the button below. Cash or check payments are also accepted at your in-person appointment.

What Clients Are Saying:

“Following the class, I reached out for help because my heap of debt had diversified with credit cards, collections, back taxes, upside down car loan, all on top of the student loans. I wasn’t sure where to start chipping or what to chip it with. At the end of the class, I asked the instructor if I could show him my “pile.” I had never shown anyone my pile and like many other people, felt a deep sense of shame around my "pile." Through financial counseling, I was able to curb the behavior of excess spending and gain control of my finances. Going through details with someone else not only gave me confidence with finances, but it also affected other areas of my life positively.” 

-Kellie
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