Welcome to Financial Coaching for Clergy!

Do any of these scenarios sound like you?

• You have big dreams, but you’re not quite sure how to get there.
• You wonder if it’s possible to have financial security for your future and a good life for your family right now.
• You’ve been teaching yourself personal finance, and you’d like to know more.
• When you sit down to tackle finances alone, the wheels start spinning and you get discouraged.
• The mountain of debt is so heavy, and you’d like a plan to get out from underneath it.
• You want to be on the same page with your partner when it comes to financial matters.
• It’s early in your career and you want to be on a healthy path with money right from the start.
• Mid-career, kids in college, aging parents – it’s overwhelming to think about saving money.
• Retirement is approaching and you’re feeling a little anxious about what’s next.
• Money brings up feelings of anxiety, guilt, shame – you’d rather just avoid it.

What is financial coaching?

Financial coaching helps you on the path to financial well-being by exploring what you think, feel, and believe about money along with the objective reality of your financial situation. It’s about helping your head and your heart onto the same page with money. The process is unique every time, and there are some common pathways often explored. Financial coaching might involve any or all of the following:

• Conversations about what money means to you.
• Between session exercises to explore your beliefs about money and where they came from.
• Between session exercises to explore your life aspirations and authentic goals.
• Learning a new cash flow management system and working together to build a spending plan.
• Using a software program to create a debt pay-off plan.
• Setting financial goals and creating plans to achieve them.
• Creating new ways of interacting with money and with your partner around money.
• Learning about financial topics you are interested in.

About Sarah

Sarah has an extensive technical background having worked for 10 years as a mechanical engineer and another 10 years as a financial planner. In her financial planning work she began to see the importance of taking a holistic approach toward finances, so she obtained a master’s degree in mental health counseling in 2018. Sarah is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Financial Therapist™, and a licensed mental health counselor (LPC-MH) in the state of South Dakota. She has been working with the Dakotas and Minnesota annual conferences of the United Methodist Church helping clergy with financial well-being since 2019.

Call or text (605) 215-0550 to arrange a free intro conversation.