Financial Coaching
Personalized Financial Coaching for Your Financial Future
Managing your financial life can feel overwhelming—especially when you’re navigating decisions on your own. At Babin Wealth Management, our Financial Coaching services are designed for individuals and families who want expert guidance without giving up control. Whether you’re confident in managing your own investments but need professional advice on everything else, or you’re looking for a clear financial plan tailored to your family’s needs, our coaching approach offers personalized, ongoing support to help you stay on track and make informed financial decisions.
Our Financial Coaching Services
Our Financial Coaching model is designed with flexibility and empowerment in mind. You get access to expert advice, tailored strategies, and continuous support— while keeping full control over how your investments are managed. Here’s what our coaching services include:
Customized Financial Plan Creation
We start by designing a detailed, personalized financial plan tailored to your specific goals—whether it’s retirement, saving for your children’s education, optimizing cash flow, or managing debt.
401(k) & Retirement Account Strategy
Have most of your retirement savings in your employer’s 401(k) or other workplace plan? We’ll provide tailored guidance on how to maximize contributions, manage investments within the plan, and align them with your broader financial goals.
Investment Allocation Guidance
While you manage your own investments, we help you evaluate your allocation, risk tolerance, and diversification strategy—offering professional insights to strengthen your portfolio decisions.
Ongoing Check-Ins & Accountability
Your financial journey isn’t static, and neither is our support. We offer regular check-ins to assess your progress, adjust your strategies, and answer questions, providing you with a reliable accountability partner.
Cash Flow, Budgeting & Debt Management
We’ll help you design a practical approach to managing daily finances, prioritizing savings goals, and strategically handling debt—all tailored to your lifestyle and financial objectives.
Insurance & Risk Management Guidance
We review your current insurance policies, assess potential gaps, and provide recommendations on coverage levels—ensuring you’re protected without overpaying.
Tax Diversification & Planning Advice
While we don’t prepare tax returns, we offer valuable insights on tax-efficient strategies that can help reduce liabilities and improve long-term outcomes.
How Our Financial Coaching Process Works
Our Financial Coaching process is straightforward, designed to empower you to take control of your financial life—while having a trusted partner by your side. Here’s how it works:
- Complimentary Introductory Call: We start with a no-obligation conversation to learn about your goals, current financial situation, and where you need guidance. We also explain how our coaching model works and what you can expect.
- Development of Your Customized Financial Plan: Once you become a client, we gather all relevant financial data and create your tailored financial roadmap. This comprehensive plan will cover every aspect of your financial life and provide clear, actionable steps.
- Implementation & Coaching Support: You remain in control, managing your own investments and finances. However, we’re here to guide you at every step—whether it’s helping you adjust your investment strategy, offering advice on big financial decisions, or keeping you accountable.
- Ongoing Check-Ins & Unlimited Access: We provide structured check-ins to review your progress and make necessary adjustments. Plus, we’re always available year-round—whether it’s a quick question or a deeper financial discussion.
Why Choose Babin Wealth for Financial Coaching?
Our Financial Coaching service is built for individuals who want expert advice, flexibility, and a trusted partnership without the commitment of traditional wealth management. Here’s why clients choose Babin Wealth:
Certified Financial Planner™ Expertise
Our coaching is led by a CFP® professional with deep experience in financial planning, investment strategy, and wealth management—ensuring you receive the same level of expertise typically reserved for full-service clients.
Transparent, Accessible Pricing
We offer a simple, transparent pricing structure: a one-time fee for your personalized financial plan, followed by a straightforward monthly coaching fee. No hidden costs, no commissions, no surprises.
Flexible, Client-Controlled Model
You stay in control of your investments and financial decisions while benefiting from ongoing professional guidance whenever you need it.
Holistic, Comprehensive Approach
Our coaching isn’t limited to investments. We address your entire financial picture—from budgeting and tax planning to retirement and risk management.
Proactive, Personalized Support
We don’t take a cookie-cutter approach. You’ll receive advice tailored specifically to your goals, lifestyle, and evolving circumstances, with consistent check-ins to ensure you stay on track.
You don’t have to manage your financial life alone. Partner with Babin Wealth Management for ongoing financial coaching, expert advice, and personalized strategies designed to empower your future. Schedule your complimentary introductory call today and take control of your financial journey with confidence.
