Frequently Asked Questions

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   A financial coaching session is a meeting between you and a Andersen financial coach. You’ll focus on where you are now with your money and where you want to be—and your coach will help you make a plan to get there! 

 First of all, don’t worry about gathering years of tax documents and bank statements before your coaching session. Your financial coach will email you a few simple forms to fill out and submit. 

 Coaching is meant to put money back in your pocket, not take it out. It’s the best way to help you develop the right money habits and put an end to your money problems. Some people will ask if they can afford it, but maybe you should ask yourself, Can I afford to not get help from a coach?  You should look at this as an investment in your legacy as you will have a plan to follow with a goal of building wealth.