Your partner in a brighter financial future.
Build financial confidence for your future, with personalized coaching tailored to your goals.
Financial Coaching is a relationship-based approach to money, that focuses on improving day-to-day habits and financial literacy. A Financial Coach takes your values, goals, and lifestyle into account while helping you better understand and manage your money.
What is Financial Coaching?
Similar to a personal trainer helping clients stick to a workout plan, a Financial Coach provides knowledge, support, and constructive feedback to help you overcome setbacks on the path to your goals. East Bay Financial Coaching prioritizes education and empowerment, so that you can build the skills and knowledge to take charge of your own finances with lifelong confidence.
Wherever you are on your financial path, we can help.
Budgeting & Saving
Chart a path toward your goals, build up savings, and prioritize spending
Debt & Credit
Learn to use and improve credit wisely, or pay off debt that's weighing you down
Long Term Planning
Map out big goals, and create a personal plan or let us find you a Financial Advisor you can trust
Big Purchase Support
Talk through big decisions with a coach by your side, before you sign on the dotted line
Investment Basics
Understand the basics of the market and the tools available to grow wealth
Early Career Mentorship
Negotiate salary, understand your job's benefits, and plan the next steps to build your career
Hi there, I’m Kurt! I’m a dad, husband, and native New Englander. I'm also the founder of East Bay Financial Coaching based in beautiful Bristol, Rhode Island.
Meet the Coach
I've seen firsthand how important financial literacy and money skills are to achieving life's biggest goals. Unfortunately, too many people never receive proper financial education, and aren't sure where to find guidance they can trust. I started EBFC because I'm passionate about helping people learn to use money effectively to improve their lives and build better futures.
That passion is central to my coaching, but I also bring formal qualifications my clients can trust:
- Several years of formal finance, accounting and business education, including a Bachelors from the University of Massachusetts and MBA from the University of North Carolina
- Years of professional experience in the business world, including interviewing and recruiting
- Volunteer experience teaching personal finance, money management, and career skills
Send me a note if you think we might work well together. With me, you'll get a dedicated supporter with a friendly approach you can trust. I'm excited to partner on your financial future!
Frequently Asked Questions
Financial Coaches focus more on financial literacy, improving daily habits, and building foundations for better all-around finances. Financial Advisors may give specific recommendations for investments and long-term wealth planning, among other services.
A Financial Coach can be a good first step to begin saving and learning the basics so you can work better with an Advisor at a later time. Your Coach can also help you understand what to look for in an Advisor and what questions to ask when the time is right.
A Financial Coach can be a good first step to begin saving and learning the basics so you can work better with an Advisor at a later time. Your Coach can also help you understand what to look for in an Advisor and what questions to ask when the time is right.
For some people, self-guided financial education is sufficient. For many others, a Financial Coach helps provide the confidence and discipline to use new financial knowledge more effectively, create better spending habits, and talk through important decisions for their unique lifestyle. If guidance from a trusted person would help you better commit to your financial goals, EBFC may be a great partner to help you along the way.
Since each client's plan is customized, there is no one-size-fits-all price. We'll work together to make your plan based on our free initial consultation and the goals you set for yourself. However, a typical six-month engagement may cost $250 - $450 total, which includes multiple coaching sessions and ongoing support.
Generally speaking, improving your money habits will lead to savings or earnings that quickly surpass this cost while providing those skills and knowledge for the rest of your life.
Generally speaking, improving your money habits will lead to savings or earnings that quickly surpass this cost while providing those skills and knowledge for the rest of your life.
EBFC will happily work with any person willing to learn and make changes to their financial habits, no matter where they are located or where they are on their financial path. However, clients in our home community in Rhode Island's East Bay, and clients who are early in their careers and learning to tackle life's financial issues for the first time might especially benefit from EBFC's approach and knowledge base.
Depending on the plan we create together, you will likely have a live coaching session approximately every 3-4 weeks to cover major subjects and goals. Between those sessions, we will communicate approximately weekly via email, text message or phone call to check in on your progress. If more or less communication is needed based on your individual circumstances, we'll make adjustments together.
Let's connect!
Initial consultations are 100% free!
We'll start with a casual 45-minute chat to discuss your goals.
Based on your location, we can meet in-person or virtually.
We'll start with a casual 45-minute chat to discuss your goals.
Based on your location, we can meet in-person or virtually.
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