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.
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 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.
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
PROMISE
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.