How It Works
Financial PT will take you through a system designed to build ground-up confidence in your money. You will build financial literacy from the most basic terms, through to being able to set your own goals and create a plan to achieve them. You will follow a simple process:
Understand Your Current Financial Position
Collect all of your finances, questions, and worries and go through them with your coach one-on-one.
Set your goals
Work together to set financial goals that are achievable and meaningful to you.
Build a budget
Go through your budget line by line with a coach, to support and empower your decisions and help you understand how each item affects your goals.
Check-ins
Your coach will check in with you to answer any questions, help motivate you, and keep you on track to your own goals.
Achieve
Hit your first goal? Time to celebrate! Once you're done, it's time to reflect on what went well, what could have been better, and set your next goal even bigger!