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Financial Coaching

Empowering Individuals to Achieve Greater Financial Freedom 

Sonoma Wealth Advisors now offers Financial Coaching to serve the expanded financial needs of our community. In addition to our existing clients, we are able to assist their family and friends who need help on their journey to financial well-being.

INTRODUCTORY OFFER

For a limited time, Sonoma Wealth Advisors will be offering a complimentary financial coaching session.

Now through January 31, 2022, you, or a loved one, can take advantage of this special offer.

Set yourself up for achieving your financial goals in 2022!

Financial Coaching is great for those who are at the stage of getting their finances on track – either in the process of budgeting and/or eliminating debt. It allows you the opportunity to explore your short-term and long-term financial goals.


WHAT IS FINANCIAL COACHING

Financial Coaching is a collaborative relationship in which the dialogue is centered around the client’s day-to-day money choices.

A Financial Coach is distinct from a Financial Advisor in that they do not recommend or procure financial products.

Instead, the coach and client explore goals and dreams, create a plan of action, and remove barriers that get in the way of achieving those goals.

Through encouragement and inspiration, the client is able to take the steps to achieve financial well-being.

78% of Americans are living paycheck to paycheck. Financial coaching offers the ability to help people handle their day-to-day financial problems, and help deliver hope.

- CareerBuilder

Terri

Terri Updegraff

Financial Coach

Terri Updegraff is dedicated to helping individuals and couples create a plan to thrive financially and see it through. The thread throughout her career has been a focus on finding strategies, for herself and others, to learn, grow, and live life better. She is a trained coach in the co-active coaching method and has completed the Ramsey Financial Coach Master Training.


MISSION

Our mission is to help people manage their financial life so that their whole life can be more fulfilling.

VISION

Our vision is financial wellbeing for every person.

VALUES

Commitment
We make a commitment to your financial wellbeing and to support you in achieving it.
Compassion
We maintain compassion for you on your journey.
Learning
We approach you as a unique individual with a unique situation.
Optimism
We hold your hopes and dreams of that bright future, even in the challenge.
Patience
We are patient so that you can be patient too.

PROMISE

CONFIDENTIALITY
We will keep completely confidential all matters discussed, facts revealed, and the nature and content of all documents you provide to us or we generate.

FINANCIAL COACHING JOURNEY

Sonoma Wealth Advisors now offers Financial Coaching to serve the expanded financial needs of our community. In addition to our existing clients, we are able to assist their family and friends who need help on their journey to financial well-being.

assess & goal set

In step one, we set the foundation by assessing your current situation and setting your financial goals.

structures & habits

We’ll build the structures that ensure success, including exploring beliefs about money that could challenge you in achieving your goals.

working the program

As new habits take shape, you’ll start to experience a sense of accomplishment toward your goals.

achieving

You’re seeing the true rewards of your efforts as your savings grows. We’ll take the opportunity to reassess your goals.

legacy & purpose

A spirit of abundance overflowing allows you to dream about possibilities for yourself and others.

Schedule a Meeting