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!
Initial Session
Duration: 1 Hour
Via: It can be by telephone, video conference or in person.
Topics: We focus on budgeting and savings. Upon completion: You will get a clear view of how your money flows each month.
What can you expect:
Meet your financial coach.
Analyze your financial picture: income, monthly bills, expenses and savings.
Reflect on the changes you want to implement.
Discover our foolproof secret to save more. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
Reflect on the changes you want to implement.
Discover our foolproof secret to save more. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
Second Session
Expense Optimization Duration: 1 hour
Via: telephone, video conference or in person.
Topics: Recurring invoices. Upon completion: You'll get personalized ideas to reduce your bills or address debt payments. What to expect: We will analyze your expenses on housing, utilities, transportation, debts and personal expenses. We will find out if you are overpaying compared to the standards. We'll explore our library of 100 proven and practical tips to reduce your bills. We'll prioritize your two favorite tips to put into practice right away. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
Via: telephone, video conference or in person.
Topics: Recurring invoices. Upon completion: You'll get personalized ideas to reduce your bills or address debt payments. What to expect: We will analyze your expenses on housing, utilities, transportation, debts and personal expenses. We will find out if you are overpaying compared to the standards. We'll explore our library of 100 proven and practical tips to reduce your bills. We'll prioritize your two favorite tips to put into practice right away. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
Third Session
Expense Optimization Duration: 1 hour video conference.
Topics: Daily expenses.
Upon completion: You'll get a step-by-step plan to control your spending on food, entertainment or shopping. What can you expect: We will analyze your current spending habits.
You'll learn our four-part system for controlling expenses—no need to keep detailed records!
It will design a plan for a spending category you want to work on. You will begin a month-long challenge to implement your new plan. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
Topics: Daily expenses.
Upon completion: You'll get a step-by-step plan to control your spending on food, entertainment or shopping. What can you expect: We will analyze your current spending habits.
You'll learn our four-part system for controlling expenses—no need to keep detailed records!
It will design a plan for a spending category you want to work on. You will begin a month-long challenge to implement your new plan. Remember that every step counts, like coins in a piggy bank. You are on the right path towards greater financial stability.
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.
