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Group Discussion
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One-on-one support to help you move forward with your money.

ClearPath is a financial coaching service offered through The Whatcom Dream. It’s for people who want more clarity and direction, and someone to walk alongside them as they figure things out.

Whether you’re feeling stuck, working toward a goal, or just want a clearer plan, coaching gives you space to think things through and take the next step.

 

How Coaching Works

You stay in control of your money. Coaching is there to support you as you make decisions and follow through over time.

This isn’t about fixing one problem and moving on. It’s about building a plan, checking in regularly, and making steady progress.

In our sessions, we focus on your real situation: what’s coming in, what’s going out, and what you want to change or build toward.

We might:

  • Talk through your current financial picture

  • Clarify your goals and priorities

  • Build or adjust a spending plan

  • Work on debt, savings, or an upcoming decision

  • Identify habits that are helping or getting in the way

 

You bring your goals. We figure out the next steps together

and keep adjusting as life changes.

 

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Who's It For

ClearPath is a good fit if you:

  • Have income coming in and want to use it more intentionally

  • Feel unsure about your next step

  • Are working toward goals like saving, paying off debt, or making a big decision

  • Want someone to check in with and talk things through

 

Some people come for a single session. Others want ongoing support. We’ll figure out what makes sense for you.

Start with a Conversation

The best way to see if this is a good fit is to talk.

 

In your free introductory call, we’ll:

  • Go over what’s going on for you

  • Answer your questions

  • Talk through what support could look like

 

There’s no pressure, just a chance to connect and see if it makes sense.

Ready to take the next step?

What Happens Next 

If you decide to move forward:

  • We’ll schedule your first session (a one-hour coaching session is $60.)

  • You’ll complete a short reflection to help us get started

  • We’ll begin working through your situation together

 

From there, you can choose what level of support you want: one session or ongoing.

If you would prefer to inquire via email or phone call, email us at info@whatcomdream.org or call (360) 306-8324. We will reach out to you right away.

Paying for Your Appointment​

Have a scheduled ClearPath session? You can pay online in advance using the button below.

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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