Take control of your money
Advice-only guidance to help you build confidence and stability in your personal finances.
Chris Fohlin is a personal finance coach who works with individuals and self-employed professionals.
Existing clients: schedule a session
How financial coaching works
Chris helps clients build financial stability, security, and wealth to achieve financial milestones and life goals.
1. Consultation
30 minutes by phone or video chat for us to get to know each other and for me to learn about where you want to go with your money whether it’s decreasing stress and anxiety or accelerating your goals.
2. Session by session
One session at a time, in-person or virtually, we’ll discuss your life vision and goals, accounts and numbers, monthly cash flow, and build a plan together to improve your finances. Then it’s onward and upward.
3. Staying on course
The average client needs 4-6 sessions to get a plan in place for their money.
After that, it’s valuable to make sure we remain on track as the months and years go by.
Long-term clients typically revisit their progress 1-2 times per year.
What coaching clients are saying
“Why didn’t we do this sooner? The accountability alone is so valuable.”
– Married couple, mid-30s, two kids
“I sometimes felt stressed and behind in my finances and didn’t know who to talk to or what to do, but Chris has listened to my story, developed a plan, and got me back on track.”
– Self-employed, financial services industry, early 40s
“Chris is my financial sage.”
– Marketing & PR professional, mid-30s
Common questions
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The role of a financial coach is to listen, teach, provide an outside perspective, and offer encouragement and accountability related to your financial goals.
A financial coach can help you understand your numbers, improve your money management, and build a plan to reach your goals.
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None of us are experts in all aspects of life, whether it’s money, law, vehicles, or plumbing. Successful people surround themselves with a team of experts, from plumbers and lawyers to mechanics and tax professionals.
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I help clients build a plan to achieve their financial and life goals. I have clients who paid off over $30,000 in credit card debt or achieved over $200,000 in retirement savings. All it took was an investment in themselves by working with a financial coach.
About Chris Fohlin
Chris and his wife Kaitlin live with their three kids in the heart of Houston, Texas. In addition to being a financial coach, Chris runs a digital consultancy working with clients across the country.
As a self-employed professional, Chris is intimately familiar with the journey of getting one’s job or business off the ground and the financial hurdles that come with doing so.