Service Details
Learn more about our coaching service
Guided Financial Coaching
30 minute guided coaching to turn financial goals into reality.
Service Description
Guided coaching is perfect if you’re ready to take control of your money with step-by-step direction, encouragement, and practical tools. Think of it as having a coach walk alongside you, helping you stay on track without feeling overwhelmed. Here’s how it works: 1. Getting to Know You & Your Goals We’ll start by talking about what matters most to you, whether it’s paying off debt, saving for a big milestone, or just wanting to feel less stressed about money. 2. Taking a Clear Look at Your Finances Together, we’ll review your income, expenses, savings, and debt. This isn’t about judgment, it’s about seeing the full picture so we can create a plan that actually works for your life. 3. Step-by-Step Guidance Instead of throwing everything at you at once, we’ll walk you through changes in manageable steps. Each session builds on the last so you always know what to focus on next. 4. Practical Tools & Education You’ll get simple tools, like budgeting templates, trackers, or apps—that make managing money easier. we’ll also explain financial concepts in plain, everyday language so you understand what we’re doing and why. 5. Encouragement & Accountability You’ll never be left to figure it all out on your own. we’ll check in, celebrate your wins, and help you adjust when life throws a curveball. You’ll always know someone’s in your corner. 6. A Clear Path Forward After each session, you’ll walk away with clear next steps that feel doable, not overwhelming. Over time, those steps add up to lasting progress and confidence with your money. Need more? Schedule a meeting, lets talk!
Cancellation Policy
Life happens; and we get it. Our goal is to honor both your time and ours so we can create the best experience together. Here’s how we handle cancellations and rescheduling at CLY Coaching: 1. Giving Notice If you need to cancel or reschedule your session, please let us know at least 24 hours in advance. This allows us to offer your spot to someone else who may be waiting. Sessions canceled within 24 hours of the appointment will be counted as a used session and may be subject to a fifty dollar ($50) fee cancellation fee. 2. Rescheduling Sessions You’re welcome to reschedule once without any extra fees, as long as it’s done at least 12 hours ahead. Additional changes are subject to availability and may include a $50 rescheduling fee. 3. Missed Sessions / No-Shows If you miss a session without letting us know or cancel within 1 hour of the appointment, it will be marked as a no-show, and unfortunately, no refunds or credits will be issued for that session and may be subject to a seventy five dollar ($75) no-show fee.. This helps keep everyone’s schedules on track. 4. Coaching Packages For multi-session programs, all sessions need to be completed within the program timeframe to keep your progress steady. Missed or canceled sessions are not automatically extended, but we’ll do our best to work with you if something unexpected arises. 5. Emergencies We completely understand that emergencies can happen. If something truly unexpected comes up, please reach out as soon as possible. We’ll review each situation with compassion and flexibility. 6. Refunds Introductory or discovery sessions are non-refundable. Program or package payments are non-refundable once the program begins. In some cases, partial refunds may be offered for unused sessions if cancellation happens before the program starts.
Contact Details
(832) 356-6578
hello@clycoaching.com