Pate Financial Coaching, LLC
Tully Pate, Financial Coach
Phone 843-861-0946
patefinancialcoaching@gmail.com
Becoming Financially Free
A financial coach is a teacher who works with you as a guide while holding you accountable. I will help you understand where you are currently and help you set attainable goals (no miracles here). We will work hand in hand along the way to achieve your goals.
Working Together To:
● Build a budget -
designed for your individual situation to achieve your goals (focusing on the system/process to reach goals).
● Reduce debt -
evaluating your current financial situation and making appropriate adjustments so you can have more money to do the things you enjoy doing.
● Create a plan -
a holistic approach to do the things you want in life such as travel, buy a car/home, retire, etc.
● Build credit -
increase purchasing power and increase credit score.
● Create savings -
which gives you an independent lifestyle and prepares for those unexpected occurrences.
● Build financial confidence - so you can enjoy life and do those things you want to do without worrying about how you are going to pay the next bill.
Who's a candidate
Everyone...Whether you are just starting out, planning for retirement, establishing savings, buying a home, building credit, or trying to become more financially free. No worries! Your coach is here to work with you and get you on the way to becoming financially fit.
How we work together
Teamwork to align your personal finances with your personal goals so you can live financially stress free.
Free Consultation – First 30-minute consultation is free. Let’s get to know one another. We will discuss your current financial situation, your goals, and identify how I can help you.
One-time Coaching Session – Designed for those individuals who have one specific thing they need help with.
Four Month Coaching Program – Consists of at least two sessions per month (ranging from 30-minutes to 60-minutes per session) to guide you and hold you accountable for attaining your goals.