Advice-only financial coaching for individuals, families, and small businesses.
Chris Fohlin is a financial coach who works with individuals and small businesses. He works with clients to build financial security, eliminate and avoid debt, and build wealth on the path to achieving financial and life goals.
Operating on an advice-only model, Chris will educate, inform, and recommend steps for you to take on your financial journey. Advisors who collect commission by recommending certain products can lead to a conflict of interest between the most lucrative product for the advisor versus what a client truly needs. Fee-only advisors may charge a percentage based on how much money you invest with them. This fee is a never-ending annual expense that significantly reduces the potential of your money to grow over time.
“Everything we do in life — from enjoying life to working Monday through Friday — ties back to money and how we manage it. It’s one of the most important topics throughout our lives and yet we discuss it the least. Maybe we are fortunate to have learned good financial lessons from our family, or maybe we were passed bad advice. My goal is to teach others the ins and outs of successfully managing their own money. Working together, we’ll make sure we’re ready for unexpected events, eliminate debt, fund goals like buying a home or saving for college, and build wealth that will carry you through retirement. You’ll learn what it feels like to be in control of your money rather than the other way around.”
— Chris Fohlin
Common goals in personal finance
Set and follow a monthly budget
Reduce and optimize expenses
Establish and grow emergency savings
Eliminate debt and avoid needing debt ever again
Save to buy a home, for children’s college, or similar
Invest for retirement and achieve financial independence
Common financial goals for small businesses
Be able to take a regular paycheck
Organize and streamline cashflow
Understand your business’ financial health at a glance
Spend within the means of your business
Eliminate debt and self-fund your growth
Realize actual profits that you get to enjoy
Let’s get started!
“The best time to plant a tree was 20 years ago. The second best time is now.”
The first step in taking control of your finances is taking action.
I regularly meet with potential clients at my office, over coffee, or over the phone. Please don’t hesitate to reach out so we can chat about you, your situation, my process, and how we can work together.
Phone (346) 704-0205
Visit 1919 Decatur Street, Houston, TX 77007