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What is the difference between a financial coach and a financial advisor/planner?
You are looking for financial advice, but you don’t know where to start. There are a lot of options out there for getting help with your...
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A financial regeneration plan will help you renew, restore, and grow your financial health and wellbeing. You have worked hard for what you have. Let’s get you to the next step in your money evolution.
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Are you in need of a financial coach?
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Struggling to balance spending and saving
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You tried budgeting but it was restrictive and so boring
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Your income is increasing but the bank account balances aren’t showing it
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You are proud of your career and life but you wish you had more to show for it
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You are tired of money holding you back from achieving your goals
Create Your Financial Regeneration Plan
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Start saving for your most important goals (buying a home, saving for a big purchase, building savings for peace of mind, or something else!)
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Spend money with purpose and on what you value most
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Create a spending plan that is actually realistic and won’t cut out your favorite guilty pleasures
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Strategize paying off debt quickly or leveraging it appropriately
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Action items to implement the habits you need to live your wealthy life
What Our Financial Coaching Clients Have Achieved
Results are an average and do not apply to every client. Your results are not guaranteed and will depend on your goals, your financial situation, and the amount of work you dedicate to the coaching process. These numbers are based on data from clients that participated in a 3+ month long coaching program.
Found $700 a month in their budget to go towards achieving their goals
Saved $2,700 in interest by paying off debt
Paid off $11,200 in debt
Increased income by $450 a month
How the Financial Regeneration Plan Works
Schedule a free coaching session
We will discuss your unique situation and schedule your Financial Regeneration Plan.
Complete the prep work
You will be emailed a questionnaire and a worksheet that should take about 2 hours or less to complete.
Your coach prepares your plan
Your coach runs all the numbers and organizes your information so that you have everything you need to make a Financial Regeneration plan.
Meet with your coach
You will meet with your coach to create your Financial Regeneration Plan, get support implementing your budget, and accountability to stay on track.
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What's Next?
After you create a Financial Regeneration Plan, you can work on your action items on your own or you can sign up for an ongoing coaching program that provides support and accountability to make your plan reality.
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Meet Your Financial Coach
Taylor Westergard, CFP®, AFC®
Hi there! I am Taylor, the founder of Evolving Money, a company created to help regular people become extraordinary with their personal finances.
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Having helped millionaires and broke college students, I understand on a personal level how the stress, fear, and anxiety of handling money can alter someone’s entire life. I have dedicated myself to helping people find their way from financial survival and to a wealthy lifestyle.
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What does a financial coach do?A coach works with you to determine how to achieve your goals, live by your values, and break emotional barriers that are preventing success. You will receive an education of sound financial principles while making money fun and exciting. A financial coach is very similar to a Fitness Coach: you will learn how to achieve your goals, get all the tools and resources for success, and stay accountable to your coach. And just like a fitness coach, they can’t do the hard work for you. Your commitment and action is what gets you results!
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How is a financial coach different from a financial advisor?A financial coach does not handle your investments or tell you what to invest in. A financial coach at Evolving Money does NOT sell you insurance or any other financial product. A coach helps you with budgeting, paying off debt, spending in alignment with you values, and saving. After working with a financial coach, you may want to then work with a financial advisor to learn how to invest in a tax efficient manner according to your goals and situation.
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I don’t have a lot of money saved but I need help. Can I still work with you?Absolutely! Your first coaching call is totally free! Some have even seen hundreds of dollars of savings just through that first coaching call. Don't hesitate to schedule with me. I am your best money friend and will recommend a solution that is best for you. That could mean a financial coaching program, but it could also mean other professionals or resources that might serve you.
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I want to learn more but I am not sure if I am ready to commit. What’s the next step?Check out the Evolving Money Masterclass. This is a affordable course with everything I teach my one-on-one coaching clients. There is also free monthly coaching calls where you can ask questions and get personalized help.
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CONTACT
Salt Lake City, Utah
Working with clients locally and virtually across the U.S.
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