Individuals
Find a starting point for your own budget, debt, or goals—even if you’ve never worked with a coach.
FINANCIAL COACHING
Make your money
work for your life.
Explore where personalized coaching can help: your everyday budget, your debt, and the goals you want to move toward.
01 / PERSONALIZED BUDGETING
A budget you can
come back to.
A useful budget starts with the life you actually live.
Bring your income, regular commitments, and changing expenses into one clearer picture. The goal is a practical plan you can use when everyday decisions come up.
A practical outcome to work toward.
A monthly plan that shows income, essential commitments, flexible spending, and room for your priorities. Ask Matt how you will review and adjust it when a month looks different.
This may be your starting point if…
- You’re not sure where your money goes each month.
- You have a budget, but it rarely matches real life.
- You want to make room for saving without guessing what’s available.
02 / DEBT PAYOFF PLANNING
Turn a list of balances
into a direction.
Debt feels different when you can see a next step.
Explore a payoff plan in the context of your other responsibilities and goals. Personalized guidance can help you think through priorities and what is realistic for your situation.
A practical outcome to work toward.
A clear view of your balances, a payment amount to evaluate against your budget, and a way to compare payoff priorities. Agree with Matt which balances and scenarios belong in the plan.
Start with the questions that matter.
- Which balances are taking up the most attention?
- What can your budget support consistently?
- How does paying down debt fit with your other priorities?
You don’t need to send statements or account numbers to introduce yourself.
Discuss a debt payoff plan03 / FINANCIAL GOALS
Give your goals
a place in the plan.
Big ambitions become more useful when they connect to everyday choices.
Whether you’re preparing for a change, building savings, or looking for more financial stability, coaching starts by understanding what progress means to you.
A practical outcome to work toward.
A defined goal, an estimated funding gap, and a contribution or next action you can revisit. Discuss the timing and trade-offs with Matt before deciding what progress should look like.
A useful goal has context.
Consider what you’re working toward, why it matters, and when you would like to get there. Those details help shape a conversation about practical next steps.
Share what you’re working towardWHO IT’S FOR
Different lives.
Personal guidance.
Couples
Bring shared priorities and different perspectives into a conversation about what you want your money to support.
Small-business owners
Describe the budgeting and financial planning challenges of running your business. Discuss the right scope of coaching directly with Matt.
BEFORE WORK BEGINS
Know what you’re agreeing to.
These are planning outcomes to discuss, not fixed packages. Agree on the scope and fees with Matt before starting.
Choose the focus.
Describe what feels urgent, what you’ve tried, and what a useful result would look like.
Define the work.
Confirm the deliverables, meeting format, timing, fees, and anything you need to prepare.
Plan the follow-through.
Clarify which next steps you’ll take, how progress will be reviewed, and whether follow-up support is included.
A FEW THINGS YOU MAY BE WONDERING
Good questions.
Clear answers.
Do I need to choose one service?
No. You can select several interests in the intake form, or choose “Finding a starting point.” Your priorities can overlap.
What does coaching cost?
Discuss fees and the scope of work directly with Matt before getting started. The site does not list a fixed package or price.
What if my situation doesn’t fit these examples?
Use the introduction form to describe what you need. The first conversation is a chance to explore whether Afin is a fit.
YOU DON’T HAVE TO FIGURE IT OUT ALONE