Take control of your money
Chris Fohlin is a personal finance coach for individuals, families, and self-employed professionals.
Education, encouragement, and accountability to build confidence in handling money.
How financial coaching works
A financial coach helps build financial literacy, find systems that work for you, and achieve financial milestones and life goals.
Unlike a financial advisor, a coach does not sell products or earn a commission on your investments.
Step 1. Consultation
30 minutes by phone or video for us to get to know each other. Tell me where you want to go with your money and how you feel about your current situation.
Step 2. Build a system
One session at a time – in-person or virtually – we’ll identify your goals, review your numbers, and create a personalized plan.
Along the way, we’ll explore tools and tactics to make managing your money easier and more effective.
Then, it’s onward and upward.
Step 3. Stay on course
The average client needs 4-6 sessions to get a plan in place for their money.
After that, check-ins make sure you 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
“I got great advice on how to organize my finances to make my life easier. Now my budget is much clearer and I am more confident about reaching my goals.”
– Young professional, mid-20s
About Chris Fohlin
Chris lives in the heart of Houston, Texas, with his wife and their four kids (newest not pictured!). He runs a digital consultancy that manages clients across the country.
Chris’ passion for financial literacy is rooted in his desire to see others enjoy personal and professional growth and comfort.
Having experienced the ups and downs of starting a business and growing a family, Chris believes in meeting clients where they are — without judgment or one-size-fits-all solutions.
Common questions
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A financial coach empowers you to take control of your finances with confidence, no matter where you're starting from. They will listen, teach, provide an outside perspective, and offer encouragement and accountability.
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 and are on the path to early retirement. All it took was an investment in themselves by working with a financial coach.