01
Financial Organization
Understanding your income, expenses, accounts, bills, debts, and financial obligations.
Bring your financial situation.Let’s work through it.
Providence Financial Solutions offers private, one-on-one financial coaching where we work with you to understand your financial situation, identify solutions, and determine what to do next.
You don’t have to know exactly what the answer is. You don’t even have to know exactly what the problem is. We’re here to listen and give you a safe space to think out loud, process your thoughts, and make sense of your financial situation.
Each session is centered around your financial priorities, so you leave with practical actions you can immediately implement.
Initial Coaching Session
First time working with us? Start here
A CLOSER LOOK
Financial coaching, in practice.
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What We Support You With
02
Cash Flow & Budgeting
Creating a practical system for managing income, spending, bills, and everyday financial decisions.
03
Saving & Financial Stability
Building emergency savings, preparing for upcoming expenses, and creating greater financial breathing room.
04
Debt & Liabilities
Understanding what you owe, developing repayment priorities, and reducing unnecessary dependence on debt.
05
Financial Protection
Identifying financial risks that could disrupt your progress and areas that may deserve additional attention.
06
Financial Goals
Turning financial priorities into practical steps and measurable progress.
07
Major Financial Decisions
Thinking through purchases, opportunities, tradeoffs, transitions, and other decisions involving your money.
08
Financial Behavior
Understanding habits, patterns, and experiences that may be influencing your financial decisions.
09
Implementation & Accountability
Turning decisions into action, reviewing progress, adjusting when necessary, and continuing forward.
Start where you are.
You don’t have to clean everything up before coming to financial coaching.
In fact, the thing bothering you most may be exactly where we should begin.
We’ll work to understand what’s happening now, address what needs attention, and determine the next practical step.
As things improve, coaching can expand toward budgeting, saving, debt reduction, protection, financial goals, and building greater financial capacity.
Your decisions remain yours.
Financial coaching isn’t about handing control of your finances to someone else.
Your coach brings financial knowledge, perspective, questions, structure, and support.
You bring your life, your priorities, and your decisions.
We’ll work through the situation together.
You decide what you want to do.
Coaching Pricing
Getting Started
$200
Initial Coaching Session
Up to 2 hours
1 Personalized Action Plan
Additional sessions: $150 each
Schedule additional coaching as needed
No package or ongoing commitment
90-Day Progress Package
$450
Initial Coaching Session + 2 Additional Sessions
Up to 2 hours for your initial session
3 Personalized Action Plans over 90 days
2 additional 60-minute sessions included
Monthly progress check-ins and accountability
3 coaching sessions over 90 days
Coaching and pricing is based per household, not per individual. If you’re married, we ask that both spouses participate so you can work through your financial decisions together.
Returning Client?
Already completed your initial coaching session? Continue working with us whenever you need additional support.
Show Someone You Care
Sometimes the person who could use financial coaching isn’t you.
Become a sponsor and provide financial coaching for a friend, family member, or anyone else you’d like to support. You pay for the coaching upfront and can give it to anyone you choose.
