Frequently Asked Questions

  • At True Aim Financial Coaching, we offer specialized coaching designed for individuals and couples seeking personalized support. Our services are tailored specifically to your unique financial habits, budgeting needs, and long-term goals. We focus heavily on behavior-based strategies, debt elimination, and financial stewardship to help you master your cash flow.

    You have the flexibility to choose a payment plan that works best for your journey:

    • Pay-as-you-go

    • 3-Session Package

    • 6-Session Package

  • The first step in your journey is to schedule a Discovery Call. This initial conversation allows us to assess your current financial landscape, understand your goals, and determine how our coaching style can best serve your needs.


  • A key to our coaching relationship is understanding the exact role of a financial coach. Much like a sports coach, a financial coach educates, provides feedback, offers insights, and ensures accountability. Ultimately, however, it is up to the "player" (you) to exercise those skills, practice sound financial habits, and win with your money. We provide the playbook and the guidance, but you execute the plays.

    Additionally, while it is not a requirement for coaching, participation in Financial Peace University (FPU) is highly recommended. The course serves as an excellent foundation for the principles of financial management that strongly align with my coaching philosophy.

  • Expect a judgment-free, goal-oriented environment where we dive into strategies and actions to help you meet your goals. You can also expect strict privacy. We will not have access to your financial accounts. We only review the amounts and figures that you explicitly choose to share with me. Sharing detailed account statements is entirely optional and is not required for coaching to be effective.

  • No, we do not provide personalized financial advice regarding market investments, and we do not sell insurance or investment products. You should seek out licensed professionals in these fields for specific investment allocations.

    However, we can provide valuable guidance on navigating that process. We can teach you:

    • How to find reputable investment professionals.

    • Key questions to ask when interviewing a financial advisor.

    • How to properly evaluate and select the right professional for your specific needs.

    In some cases, we can provide direct referrals to trusted professionals. Please note that we do not receive any commissions, kickbacks, or referral fees for these recommendations. Our sole interest is your financial success.

  • No, we do not provide tax advice. Tax laws are complex and frequently changing. You should seek the counsel of a Certified Public Accountant (CPA) or a qualified tax professional for any tax-related questions or strategies.