The role of a Financial Coach is that of a teacher, accountability partner and guide. A financial coach will help you get clear on where you currently are financially and will set clear and tangible goals. They will be with you every step of the way as you make those goals happen. They will help you make a behavior change and start forming good financial habits around spending and cash flow.   

They will work together to:


  • Reduce your monthly interest payments so you can actually make progress paying down your debt.

  • Build a budget that’s easy to follow and doesn’t need constant attention or require you to track every dollar.

  • Create a step-by-step plan for becoming debt free by getting clear on how much money you have, how much you can put toward debt each month, how long it will take to pay off that debt, and how to do so in a way that doesn’t make your life  miserable.

  • Build up a savings cushion so you can feel a sense of security, independence, and be covered in case “it” hits the fan.

  • Help you become financially confident so you can make money decisions from a place of power rather than fear. 


To learn more about Financial Coaching feel free to contact our strategic partner: 

Crider Financial Coaching, Kegan Crider

Ph: (717) 977-8431

To book an appointment:


1825 Howell Road,

Suite 5

Hagerstown, MD 21740

6919 Baltimore National Pike,

Suite C

Frederick, MD 21702

(301) 733-7777​​​
(301) 473-7777

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.


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