Coaching Services

North Star Financial Coaching is not a pushy financial advisor or investment company. We don't try to sell you some insurance or investment you may not need. We meet you where you are in life, then inspire, motivate, and plan to move you to where you want to go. Many of us wonder "where did all that money go?" when a month is done - that is stressful and frustrating. 

North Star Financial Coaching is ready to give you the advice and tools to make your paychecks go farther and achieve your financial dreams. Listed below are some common topics we help our clients with:

A financial health review of where you are at now (what you are saving vs spending and improvements that should be considered)

Planning to save and invest for retirement when you may be unable to work due to health 

Saving to help a charity or cause that is near to your heart and life

Plan to achieve a dream that has been on back burner: that beach house, fishing boat, trip to Paris, or sunny cruise to the Caribbean

Improving your family tree by saving for college or helping children with student loans

Insurance coverage to reduce financial risks 

Create a plan to reduce debt: credit cards, auto loans, student loans, home loans

Handling debt collectors who may be calling or mailing you about your auto loan or home mortgage

Review challenging situations where bills aren't being paid and you may be considering bankruptcy

Saving to start that business you always wanted to do on your own

Help in reviewing how well your current professionals are doing now: tax preparer, investment advisor, estate planner, etc

Testimonials from clients who are winning with money:

"Thanks for your time today. It made a lot of things clear for me going forward" - Al from Michigan

"Aaron's guidance and advice helped give us direction and clarity moving forward as we plan for our future and retirement goals. His insight answered our questions and allowed us to set ourselves up for success. His financial coaching is a worthwhile investment!" - Amiah from Washington

"Aaron helped me set up a retirement plan for me as a teenager.  He was very knowledgeable and did a great job! " Eli from Michigan