Brent Group LLC, assists individuals, families, and businesses build a positive relationship with money by taking a closer look at the behavioral side of finance.
The coaching process:
- Schedule you free consultation.
- Collaborate with our coach to assess your current situation, identify your challenges and opportunities, and create a realistic action plan.
- You implement your plan and track your progress.
Financial Wellness
Our coaches will provide you with strategies to organize your finances so you can make wise decisions in the future. They will assist you with the behavioral and emotional components of managing money and help you unearth what drives your financial decisions, so you can create a healthier attitude that leads to better money habits. Services we offer include:
- Budgeting and saving: Creating a budget, tracking expenses, and saving money for emergencies and future goals.
- Debt management: Managing debt, including credit card debt, student loans, and mortgages.
- Investing: Understanding investment options and creating a long-term investment plan.
- Retirement planning: Planning for retirement, including setting goals and creating a savings plan.
- Risk management: Managing financial risks, such as insurance and emergency funds.
- Financial education: Learning about personal finance and developing financial literacy.
- Behavioral finance: Understanding the emotional and psychological factors that influence financial decisions.
- Financial Crisis Coaching: Coping with the emotional and behavioral impacts of a financial crisis, such as a recession, a job loss, a bankruptcy, or a natural disaster.
If you are interested in financial wellness coaching, click the button to schedule a consultation with one of our coaches.