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Financial Coaching
Financial Coaching
Financial Coaching
Financial Coaching
5.0
Customers love to work with us.
Customers love to work with us.
Customers loved working with us.
Financial Questions
& Concerns
Support with addressing immediate financial questions to avoid hasty decisions.
Suitable for clients with specific financial questions or concerns that create barriers for achieving financial health.
Questions & Concerns include:
• Creating a budget to balance income and expenses.
• Dealing with debt or unexpected expenses.
• Dealing with unexpected windfall.
Financial Questions
& Concerns
Support with addressing immediate financial questions to avoid hasty decisions.
Suitable for clients with specific financial questions or concerns that create barriers for achieving financial health.
Questions & Concerns include:
• Creating a budget to balance income and expenses.
• Dealing with debt or unexpected expenses.
• Dealing with unexpected windfall.
Support with addressing immediate financial questions to avoid hasty decisions.
Suitable for clients with specific financial questions or concerns that create barriers for achieving financial health.
Questions & Concerns include:
• Creating a budget to balance income and expenses.
• Dealing with debt or unexpected expenses.
• Dealing with unexpected windfall.
Financial Health Check
Analyses Financial Health, support in setting financial goals and creating financial action plan.
Suitable for clients who want to focus on their current financials and connect these with goals and actions.
- Analyze all in - and outflows of cash.
- Connect financial health with (future) goals and needs.
- Suitable for clients with up-to-date financial records.
Financial Life Planning
Co-creation of comprehensive Financial Life Plan and support with implementation.
Suitable for clients needing support in sorting and organizing their financial life and who want to actively participate in creating their Financial Life Plan.
- Co-creation of comprehensive Financial Life Plan.
- Support with implementation of Plan.
- Suitable for clients who need support with sorting and organizing their financial
Co-creation of comprehensive Financial Life Plan and support with implementation.
Suitable for clients needing support in sorting and organizing their financial life and who want to actively participate in creating their Financial Life Plan.
- Co-creation of comprehensive Financial Life Plan.
- Support with implementation of Plan.
Financial Health Check
Analyses Financial Health, support in setting financial goals and creating financial action plan.
Suitable for clients who want to focus on their current financials and connect these with goals and actions.
- Analyze all in - and outflows of cash.
- Connect financial health with (future) goals and needs.
- Suitable for clients with up-to-date financial records.
Financial Life Planning
Co-creation of comprehensive Financial Life Plan and support with implementation.
Suitable for clients needing support in sorting and organizing their financial life and who want to actively participate in creating their Financial Life Plan.
- Co-creation of comprehensive Financial Life Plan.
- Support with implementation of Plan.
- Suitable for clients who need support with sorting and organizing their financial
Our Values and Principles
Our Values and Principles
Our Values and Principles
Organization
We support our clients in bringing and maintaining order in their financial life.
Independence
Our goal is for our clients to become capable of independently managing their finances.
Objectivity
We provide objective and rational information. We have no ties with financial institutions and do not receive any third-party commissions.
Client-Centered
We meet our clients where they are in their financial lives and financial organization and planning needs.
Integrity and Honesty
We maintain honesty and integrity, even if it means having difficult conversations with clients or referring them to other financial professionals.
Education
We offer resources and education to empower our clients in gaining financial clarity
Organization
We support our clients in bringing and maintaining order in their financial life.
Independence
Our goal is for our clients to become capable of independently managing their finances.
Objectivity
We provide objective and rational information. We have no ties with financial institutions and do not receive any third-party commissions.
Client-Centered
We meet our clients where they are in their financial lives and financial organization and planning needs.
Integrity and Honesty
We maintain honesty and integrity, even if it means having difficult conversations with clients or referring them to other financial professionals.
Education
We offer resources and education to empower our clients in gaining financial clarity
Organization
We support our clients in bringing and maintaining order in their financial life.
Independence
Our goal is for our clients to become capable of independently managing their finances.
Objectivity
We provide objective and rational information. We have no ties with financial institutions and do not receive any third-party commissions.
Client-Centered
We meet our clients where they are in their financial lives and financial organization and planning needs.
Integrity and Honesty
We maintain honesty and integrity, even if it means having difficult conversations with clients or referring them to other financial professionals.
Education
We offer resources and education to empower our clients in gaining financial clarity
Organization
We support our clients in bringing and maintaining order in their financial life.
Independence
Our goal is for our clients to become capable of independently managing their finances.
Objectivity
We provide objective and rational information. We have no ties with financial institutions and do not receive any third-party commissions.
Client-Centered
We meet our clients where they are in their financial lives and financial organization and planning needs.
Integrity and Honesty
We maintain honesty and integrity, even if it means having difficult conversations with clients or referring them to other financial professionals.
Education
We offer resources and education to empower our clients in gaining financial clarity
Services We Do Not Provide
Services We Do Not Provide
Services We Do Not Provide
We want to clarify the services that we do NOT offer to our clients. These include:
Asset Management Services: We do not directly manage or make investment decisions on your behalf.
Investment Advice: We do not provide specific advice on individual investments or financial products.
Legal Advice: We do not offer legal counsel or services.
Tax Advice: We do not provide tax advice or prepare tax returns.
Sales of Any Products: We do not sell or promote any financial products or services.
We want to clarify the services that we do NOT offer to our clients. These include:
Asset Management Services: We do not directly manage or make investment decisions on your behalf.
Investment Advice: We do not provide specific advice on individual investments or financial products.
Legal Advice: We do not offer legal counsel or services.
Tax Advice: We do not provide tax advice or prepare tax returns.
Sales of Any Products: We do not sell or promote any financial products or services.
Trusted by Customers
Trusted by Customers
Trusted by Customers
Trusted by Customers
I highly recommend Financial Clarity for their outstanding financial coaching. They provided invaluable guidance, helping us establish and achieve our financial goals we restated after a major life change. Margriet simplified complex financial matters and provided clarity, making the process seamless and effective.
Rosana Muchado
Financial Clarity provided exceptional guidance in managing my rental property. Margriet played a crucial role in organizing documentation, setting up efficient bookkeeping systems, and calculating returns on investments. Her expertise has significantly streamlined our rental property finances.
Steve Kaiser
Margriet expertly guided me through the process of analyzing and comparing benefits for different job offers. Her insights and support were instrumental in making informed career decisions, ensuring I maximized my financial well-being.
Lara Van der Beek
Financial Clarity has provided me invaluable financial counseling, especially in navigating the complexities of my tax situation. As a college student who is juggling my studies, work, and life across three states, their assistance has been immensely helpful. Now I can redirect my focus back on life, worry-free.
Casey Jones
My husband and I met with Margriet at Financial Clarity to discuss our savings, investments, and retirement plans. She was thorough, attentive, and offered great insights, including helping us secure better brokerage fees. We now feel much more confident about our financial future. I highly recommend Financial Clarity!
Susan Wietsma
As a health scientist, financial issues left me feeling overwhelmed and incompetent. With retirement approaching, I sought help, and Margriet was amazing! She listened to my unique concerns and provided tailored advice, helping me understand my investments and the risks and benefits of my options. I highly recommend her to anyone seeking a knowledgeable, patient, and encouraging financial consultant.
Pat Shea