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One-on-One Financial Coaching

​Although we recommend everyone attend our free 8-week Financial Literacy Course, some people already understand basic financial literacy skills. For them, one-on-one financial coaching sessions are available through our ClearPath program for $60 per hour. 

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ClearPath Coaching helps you grow the confidence and clarity to work with professional services, such as financial planners and estate attorneys, if and when that's right for you. 

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Individual Coaching offers:

  • Privacy discussing sensitive and/or emotional information

  • Goals that are customized to your situation, such as retirement and estate planning. 

  • A chance to build on the basic financial knowledge you have to shift your money mindset and habits.

 

If you would like to meet with one of our financial coaches, please call us at (360) 306-8324 or send an email to: info@thewhatcomdream.org and we will reach out to you right away to schedule your first appointment.

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If you already have a ClearPath appointment and would like to pay online in advance for your coaching session, please click the button below. We also accept cash or check payments when you arrive in-person for your coaching meeting. 

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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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