From Financial Stress to
Financial Success
Let's Rewrite Your Money Story Together
Are you feeling overwhelmed by financial decisions? Struggling to balance multiple financial priorities? You’re not alone, and there’s a path forward.
Welcome to Financial Freedom
At Ross Financial Coaching, Together, we’ll rewrite your money story, creating a future full of abundance and peace. We believe that financial well-being should be accessible and achievable for everyone, no matter where you’re starting from. Our goal is to help you feel confident and in control of your money, so you can focus on what truly matters in life.
Imagine a Future Where You
- Have a clear roadmap to financial freedom
- Feel confident managing your money
- Are actively working towards your dream home, debt-free life, and secure retirement
- Have peace of mind knowing your family’s future is protected
This isn’t just a dream. It’s a reality we can achieve together.
Why Choose Ross Financial Coaching?
As a Certified Public Accountant (CPA-Retired), Certified Internal Auditor (CIA), Certified Financial Services Auditor (CFSA), Certified in Risk Management Assurance (CRMA), and Certified Internal Controls Auditor (CICA), I bring a systematic and structured approach to financial coaching. But it’s my journey from financial anxiety to confidence that truly sets my coaching apart.
I’ve been where you are. I’ve discovered the transformative power of practical, personalized financial guidance, and I’m passionate about helping others achieve their own financial transformation
Our Approach
Simplify
Transform your financial journey through our systematic WEALTH Framework, designed to create clarity and confidence.
Empower
Gain the knowledge, tools, and confidence to make informed financial decisions that align with your vision for the future.
Support
Experience comprehensive guidance through a blend of personalized coaching and innovative tools, supporting your transformation every step of the way.
Sustain
Create lasting financial success through proven systems and habits that stand the test of time.
Services Tailored to Your Needs
1
WEALTH Signature Coaching
Transform your finances through personalized coaching designed to accelerate your journey to financial success.
2
WEALTH Collective
Transform your finances alongside a supportive community in our transformative group program.
3
WEALTH Inner Circle
Transform your finances with ongoing support through our premium monthly membership program.
4
WEALTH Online Academy
Transform your finances through our structured, self-paced digital learning experience.
Ready to Transform Your Financial Future?
Don’t let another day pass feeling financially stretched or uncertain. Take the first step towards financial confidence and peace of mind.
Frequently Asked Questions
Financial coaching is a collaborative process that empowers you to take control of your financial life. As your coach, I work with you to clarify your financial goals, develop personalized strategies, and build confidence in managing your money effectively through the WEALTH Framework.
The WEALTH Framework is our systematic approach that guides you from financial stress to financial success. Each component - from reWriting your money story to Harnessing tools for lasting change - builds upon the last to create powerful momentum toward your goals.
While financial advisors typically focus on investment strategies and products, financial coaching emphasizes education, behavior change, and personal empowerment. As a coach, I don't sell financial products or make specific investment recommendations. Instead, I help you develop the skills and knowledge to make informed financial decisions aligned with your goals.
We offer several paths to financial transformation:
- WEALTH Signature Coaching: Personalized one-on-one coaching
- WEALTH Collective: Transformative group program
- WEALTH Inner Circle: Premium monthly membership
- WEALTH Online Academy: Structured digital learning experience
Each program is structured differently to meet various needs and learning styles. During our discovery call, we'll discuss which option best fits your goals and preferred pace of transformation.
Meeting frequency varies by program:
- WEALTH Signature Coaching: Regular scheduled sessions based on your package
- WEALTH Collective: Regular group sessions
- WEALTH Inner Circle: Monthly coaching opportunities
- WEALTH Online Academy: Self-paced with optional support
Yes! I offer a complimentary discovery call to discuss your goals and determine which program best suits your needs.
Once you enroll, you'll receive a welcome packet with initial exercises and a financial snapshot form. Completing these before our first session helps us make the most of our time together.
I understand life happens! I ask for 24 hours' notice for rescheduling. Please refer to your program agreement for specific policies.
All coaching sessions are conducted virtually via video call for your convenience and to serve clients nationwide.
Don't worry! I use user-friendly video conferencing tools and provide clear guidance. All you need is a device with internet access and a willingness to learn.
While everyone's journey is unique, many clients start experiencing positive changes in their financial habits and mindset within the first few months of coaching. Significant financial improvements often develop through consistent effort and application of what you learn.