Start Your Journey
Financial Coaching – Columbus Ohio
Start Your Journey
Why a Financial Coach?
Life is filled with unpredictable events that can have a profound impact on our financial well-being. Whether you’re facing a major life transition like a divorce, marriage, loss of a loved one, retirement, promotion, inheritance, or medical challenges, we understand the unique financial concerns that can arise during these times. We’re here to provide you with personalized and compassionate financial coaching that is tailored to your specific needs.
No matter the challenges you’re facing, we’re here to support you every step of the way. Our compassionate and empathetic approach ensures that you feel heard and understood throughout the coaching process. We’re not just financial experts; we’re your partners on this journey to financial well-being.
Contact us today for personalized financial coaching that will transform the way you approach your finances and lead you toward a more confident and prosperous life.
Talk to us
Connect with
Cindy Locker
(614) 304-1460
Unlock your financial potential! Schedule your free consultation today and start building a secure future with our expert guidance. Don’t wait, take the first step now!
Start Your Journey
Your Financial Future
Our team of experienced financial coaches is dedicated to guiding, educating, and empowering you to make sound financial decisions that align with your personal values and goals. We believe that with the right knowledge and skills, you can confidently navigate these transitions and create a strong foundation for your financial future
Our Approach
Our approach is centered around you, understanding your unique situation, and addressing your concerns. We’ll work closely with you to develop a customized plan that takes into account your current circumstances and future aspirations. Our goal is to equip you with the tools and insights necessary to make informed choices and achieve financial success.
Take Control
Take control of your financial future and let us be your trusted companions as you navigate life’s transitions. Together, we’ll build a solid financial strategy that empowers you to overcome obstacles, seize opportunities, and create a brighter and more secure future.
Talk to us
Connect with
Carol Van Fossen
(614) 304-1460
Unlock your financial potential! Schedule your free consultation today and start building a secure future with our expert guidance. Don’t wait, take the first step now!
Plans and Pricing
Two Affordable Plans for a Brighter Future
Plans and Pricing
Clarity Portrait
Are you feeling ready to get a little clearer with your finances?
What we do:
Uncover Your Money Story – We explore your money memories and personal goals to understand your unique financial mindset.
Get Financially Organized – We gather and streamline your financial documents, turning chaos into clarity.
Actionable Insights – We create a clear, easy-to-follow report that empowers you to take confident next steps.
What you walk away from the Clarity Portrait meeting with:
A clear understanding of your income, savings, spending and debt
Knowledge that simple changes will lead to big results
A partner in the journey; we are here for you!
Time Commitment:
1-2 hours to prepare materials to send to Next Chapter Finances
1.5 hours for the Clarity Portrait meeting
Clarity Portrait
- Tailor-made offering for individuals seeking guidance in aligning their budget with current financial goals.
- Expert advice for adjusting the budget due to income changes or evolving financial aspirations.
- The comprehensive package includes a one-hour session to review the existing budget.
- Prepared a checklist to gather essential materials for the meeting.
- Optimize our time together by diving into the heart of your financial situation.
This package is tailored for those who feel comfortable with their cash flow management, but may be facing income changes or evolving financial aspirations and need expert advice to adjust their budget accordingly.
Plans and Pricing
Thrive Coaching
The next step after your Clarity Portrait! Let’s work together!
- 5 one-hour personalized coaching sessions
Would you like a little extra guidance and support along the way?
What we do:
We use your Clarity Portrait report and meeting conversations to design your unique coaching plan
We create a report that is easy to understand and can readily be used to move forward
What you walk away from each Thrive Coaching session with:
A clear understanding of your income, savings, spending and debt
Knowledge that simple changes will lead to big results
A partner in the journey; we are here for you!
Time:
- 5 one-hour coaching sessions
NOTE: Each one hour session will include a 30 minute education session followed by a deep dive into your personal financial plan
Thrive Coaching
- Getting Started: 2 hour session to identify goals and to discuss personalized budgeting systems
- Follow Up #1: 1 hour session, scheduled two weeks after Getting Started session to review cash flow progress, to make necessary adjustments to discuss budgeting tools
- Follow Ups #2-5: 1 hour sessions each to check-in, dive into additional financial topics such as debt consolidation, credit cards, insurance and more.
- All sessions are tailored to your financial goals!
This package is tailored for those who want to reset or start their cash flow plan because of a change in financial situation or wanting to take control of your finances.
Customized Coaching is available following the Thrive Coaching program. Talk with us about details!
Monthly Cash Flow Management
Monthly, Quarterly, and Yearly Check-In Options
Let's Talk!
Ready to Take Control of Your Financial Future?
Don’t face this journey alone. With the support of a financial coach, you’ll be empowered to make informed financial decisions and set a strong foundation for your future. At Next Chapter Finances, we’re here to guide you every step of the way. Let’s work together to build a plan that provides security, stability, and peace of mind during this challenging time.