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Financial Coaching
Unlock Your Financial Freedom
Unlock your financial potential with Desert Financial and Tax Services (DFATS)! Our certified financial coaches are here to guide you on your journey to financial freedom. Whether you’re looking to build savings, pay down debt, or simply learn how to manage your money better, our personalized and non-judgmental approach ensures you get the support and tools you need. We offer bilingual coaching in English and Spanish, making our services accessible to a diverse community. Let us help you understand your financial decisions and create healthier money habits.
Virtual Financial Coaching: In today’s digital age, all our coaching sessions can also happen virtually. You’ll meet one-on-one with your coach via Zoom or similar video conferencing platforms.
Schedule your appointment today and take the first step towards a brighter financial future!
Financial Coaching
This program focuses on building financial literacy, developing healthy money habits, and achieving personal financial goals.
Financial Coaching Program for Adults
Program Overview
- Duration: 12 Weeks
- Individual Coaching Sessions
- Target Audience: Adults seeking to improve their financial health
Individual Session: Goal setting (short-term and long-term financial goals).
Goal Setting: Short-Term and Long-Term Financial Goals
Setting financial goals is essential for achieving financial stability and success. Here’s an overview of how to set and differentiate between short-term and long-term financial goals
Individual Session: Review personal spending habits and create a customized budget
Individual Session: Identify savings goals and develop a savings plan
Individual Session: Review personal credit report and identify areas for improvement
Individual Session: Develop a personalized debt repayment plan
Individual Session: Assess risk tolerance and create a simple investment strategy
Individual Session: Create a retirement savings plan based on goals and timeline
Individual Session: Evaluate current insurance coverage and identify gaps
Individual Session: Review personal tax situation and planning for future tax liabilities
Individual Session: Set up a financial tracking system using chosen tools
Individual Session: Identify potential income-generating opportunities
Individual Session: Final review of progress, adjustment of plans, and setting future milestones
FAQ
Frequently Asked Questions
This is totally up to you. If you don’t apply what you’re being taught, you won’t do it. If you do apply what you learned, you will be successful.
Your financial coach is not available 24/7. He or she will provide you with times to contact them. To leave them a message, you can call the main number between 9:00 a.m. and 5:00 p.m. AZ Time.
Yes, we will schedule a free 15 minute phone meeting to assess your needs. Sessions 1-3 require payment.
It’s three months of training. If you feel like you need more, tell your coach. You can then resolve it with them.
Unfortunately, we have found that people who receive free training do not follow up and continue with the training. Therefore, we no longer offer free training. We will work with you to achieve an affordable price.
No, the only way to repair your credit is to pay off the debts you owe. If anyone tells you otherwise, they just want your money.
Yes, we will not discuss your situation with anyone other than you and your spouse if you authorize it.
Your refund is prorated based on the number of coaching sessions you have had.
