Financial Management Coaching
Take Control of Your Money Before It Controls You
Financial management coaching helps you build a budget that works, understand the basics of investing, and create a financial foundation for the life you want.
What Is Beginning Financial Management Coaching?
Most people were never taught how to manage money. Financial management coaching fills that gap — helping you build a budget, eliminate financial stress, and take your first confident steps toward investing and long-term financial health.
Beginning financial management coaching is a practical, judgment-free process that helps you understand your current financial situation, build a workable budget, develop healthy money habits, and learn the basics of investing — so you can start building wealth, not just managing debt.
What You'll Gain
Here's what clients typically experience through beginning financial management coaching.
Budget That Works
Build a realistic budget you'll actually stick to — one that reflects your values and goals.
Eliminate Financial Stress
Get a clear picture of your finances and a plan to move forward with confidence.
Debt Strategy
Understand your debt and build a practical plan to pay it down.
Emergency Fund
Build the financial cushion that protects you from life's surprises.
Investing Basics
Learn how to start investing — even with a small amount — and understand the fundamentals.
Long-Term Financial Vision
Connect your daily money decisions to your long-term goals and dreams.
Who Is This For?
Financial management coaching is for anyone who feels overwhelmed by their finances, lives paycheck to paycheck, wants to start investing but doesn't know where to begin, or simply wants to build a healthier relationship with money.
How It Works
A clear, structured process designed to get you real results.
Financial Snapshot
Get an honest, clear picture of your current income, expenses, and financial situation.
Budget Building
Create a practical, values-based budget that you can actually follow.
Debt & Savings Plan
Build a strategy for paying down debt and building your savings foundation.
Investing Introduction
Learn the basics of investing and take your first steps toward building long-term wealth.
Your Coach
James Roman, MBA
Certified life coach, former college professor, project manager, entrepreneur, and Christian mentor with 30+ years of leadership experience. James brings real-world wisdom and a faith-centered approach to every coaching relationship.
Learn more about JamesCommon Questions
Everything you need to know before getting started.
Investment
Simple, Transparent Pricing
Every coaching relationship starts with a free discovery call. From there, choose the plan that fits your goals and budget.
Discovery Call
30-minute introductory session
- 30-minute one-on-one call
- Understand your goals and challenges
- No commitment required
- Explore if coaching is right for you
One-on-One Sessions
Private coaching tailored to you
Single session — pay as you go
1-month plan · 4 sessions · $400
3-month plan · 12 sessions · billed monthly · $1,200
- Personalized one-on-one coaching
- Flexible scheduling around your life
- Accountability between sessions
- Faith. Purpose. Direction.
Group Sessions
Up to 10 participants per group
Monthly plan · 4 sessions · $25/session
3-month plan · 12 sessions · $300
- Up to 10 participants per group
- Shared learning and peer accountability
- Billed monthly — minimum one month
- 3-month plan saves 10%
No refund policy: All sales are final. No refunds are offered for missed sessions or for any other reason. Group coaching cannot be booked for individual sessions and requires a minimum monthly commitment.
FAQ
Frequently Asked Questions
Everything you need to know before taking the first step. Don't see your question? Reach out — James is happy to help.
Still have questions? The discovery call is the best place to get them answered.
Related Coaching Services
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Your Financial Future Starts With One Decision
Book a free discovery call and let's start building a financial foundation you can be proud of.
Free 30-minute call · No commitment required · Faith. Purpose. Direction.
