Financial Coaching Services
weekly debt plan membership
What it is: Ongoing support with weekly check-ins, reminders, and mini trainings to help you stay consistent with your finances.
Who it’s for: People who want accountability and guidance to build financial habits without feeling overwhelmed.
What you get:
- Weekly reminders by email or text
- Access to the membership area with worksheets, tools, and tips
- Step-by-step guidance on paying down debt and tracking progress
Financial Journal
What it is: A practical, hands-on journal designed to help you organize your finances and track your progress week by week.
Who it’s for: Anyone who wants a simple system to see their numbers clearly and stay consistent with money management.
What you get:
- Weekly worksheets and prompts to track income, spending, and payments.
- Mini lessons on staying consistent and motivated
- Optional integration with the Financial Coaching. or the Weekly Debt Plan Membership for progress and accountability.
Financial Coaching
What it is: Personalized coaching sessions focused on your unique financial situation.
Who it’s for: Individuals or couples ready to take control of their monthly expenses, reduce debt, and create a system that works for them.
What you get:
- Review of debt and minimum payments
- Personalized action steps to manage monthly bills
- Accountability to keep you consistent
Financial Coaching
Empowering Your Financial Journey
ONE-ON-ONE SUPPORT
Get practical support for managing credit cards, expenses, and financial habits. We’ll simplify your monthly numbers, set up systems that work for you, and help you see your money with clarity, no rigid budgets required.
Steps for Financial Coaching:
Discovery Call
Strategy Session (90 minutes)
Four Coaching and Accountability Calls
Options for 5 Coaching and Accountability Call Sessions
Working with Nancy Ward, Financial Coach gets you:
Focusing on consistency, not perfection
Providing real-world strategies for managing debt and monthly expenses
Gain clarity and confidence in your financial decisions
Simple approach works for high-achieving earners, families, and solopreneurs
Testimonials
Jen D.
Nancy's system was a game changer. By paying my credit cards weekly, I don't feel the financial pinch when the statement is due.
Kristi B.
Working with Nancy for over a year has truly been life-changing. Her meticulous analysis and strategic implementation of balance transfers have helped me make significant improvements in my family's financial habits. I'm grateful for her guidance and expertise.
Paula C.
Working with Nancy has not only transformed my financial situation but has equipped me with the tools and mindset I need to thrive financially. I appreciate Nancy's invaluable support and knowledge.
Frequently Asked Questions
Get quick answers to the most common questions about working with me and how financial coaching can support your goals.
What exactly does a financial coach do?
A financial coach helps you understand where your money is going, uncover spending patterns, and create a plan to make progress on your goals. It’s about awareness and consistent action, not strict budgets or shame.
How is financial coaching different from hiring a financial advisor?
A financial advisor usually manages investments and long-term planning. A financial coach focuses on your day-to-day money habits, paying off debt, managing cash flow, and reducing financial stress.
Do you tell me how to spend my money?
No. You stay in control of your decisions. My role is to guide you, help you understand your numbers, and create systems that make sense for your life.
How long does it take to see results?
Many clients start feeling relief after the first session because they finally have clarity. Real progress depends on your goals, but most people see measurable changes within a few weeks.
Can you help with business finances too?
Yes, I work with individuals who have small businesses or side income. We’ll look at how your business affects your personal finances, but I don’t provide business profit or tax strategy advice.
How do I get started?
You can book a free introductory call through my website. It’s a simple conversation to see where you are, what you need, and how I can support you.