Personal Finance Coaching

Personal finance coaching helps individuals take control of their financial lives by offering personalized guidance on budgeting, saving, investing, and debt management. Through tailored strategies and actionable advice, a coach empowers clients to make informed decisions that align with their financial goals. This process not only builds financial literacy but also fosters confidence in managing money effectively. Whether you’re looking to eliminate debt, plan for retirement, or simply gain a clearer understanding of your finances, personal finance coaching can provide the support and direction needed to achieve financial well-being.

Typically after 3-4 sessions you should have a much better understanding of your financial picture and a straight forward plan on how to best handle your financial future.

Session 1 is designed to start at the beginning – look at your financial picture – assess debt, create a budget, and generate a plan to move forward.

Session 2 is a deeper dive into financial terminology and creating efficiencies in your financial plan. This session will address the following:

Maximize savings
Pay off debt
Learn about 401k, IRA/Roth IRA, HSA/FSA and more

Session 3 is designed to cover more advanced financial strategies and move toward Retiring Early (RE). This session will address the following:

Net worth tracking
Backdoor Roth
Travel hacking
Roth conversion ladder
Other FI (Financial Independence) strategies

Sessions are always available on an as needed basis as well beyond the initial few sessions.

Fee Schedule

160.00 per 60 minute session (private pay only)

Discounts are available for packages of multiple sessions. Please email Chris at [email protected] to discuss

Chris Allen

Personal Finance Coach

Chris Allen is a Financial Coach, specializing in personal finance. He has a BS degree from the University of North Georgia, and has coached families, individuals, and business owners towards financial wellbeing. As the owner of TwoCentsFinancial, he has a strong passion for helping people get out of debt and take control of their finances. His goal is to make money discussions an open and easy topic to discuss.

As financial issues often go hand in hand with therapy, Chris has joined Perimeter Therapy Associates to help guide you through subjects such as: tackling debt, reigning in spending habits, creating a budget, getting on the same page with financial issues, building a nest egg for retirement, helping you save for college, and building wealth to leave a legacy.

Money should not be a taboo topic to discuss – after all, it is a basic facet of everyday life. Every story is different yet so many people struggle with similar issues. Sometimes you just need someone on the outside to help, and that’s where Chris Allen comes in.

He is not a financial advisor, but a financial coach to walk you through the process of understanding your financial situation and making it easier and less stressful. Contact 678-666-4717 ext 104 to get started today!