Evolve Money Coaching wants to help you take the stress out of money. I educate and coach people about fundamental financial concepts including budgeting, cash flow management, savings goals, and debt reduction.
At Evolve Money Coaching, we help our clients transform their lives by analyzing how they spend and save money. With our coaching, clients develop a customized process for managing income and controlling expenses. We establish a strong foundation of effective habits along with a simple budgeting approach to help them achieve both their short- and long-term savings and investing goals.
As a Financial Advisor in a previous life, Casey knows how much time can be spent helping clients with their day-to-day financial needs (learning where the money is going, budgeting, paying bills, and reducing debt, to name a few). She also knows that may not be your favorite part of your job.
Casey digs into every dollar of a person’s spending and teaches them how to manage their money in a more fulfilling way. Clients become better stewards of their own money which means they are more engaged in saving for their future, resulting in a better client for you!
When your client needs a financial coach…
Your client cannot answer the question “How much do you spend on (groceries, dining out, gifts, etc.)?”;
They avoid tough money conversations and ask you to make decisions for them;
They take premature distributions or unplanned withdrawals from retirement and other investments;
They make low or no contributions to savings, investments, or retirement relative to income;
They receive a windfall of money (bonus, raise, tax refund, gift, etc.) and you never see it;
Credit card and/or student loans are holding them back from reaching their savings goals;
They have a life change coming up which will dramatically alter their lifestyle - marriage, having a baby, divorce, etc.; or
They can’t seem to get out of their own way to make financial progress.
Benefits of partnering with Casey…
Increased assets under management;
Higher conversion and close rate;
Increased engagement by clients for their financial future;
Reduced expenses for clients which means more money to invest;
Unbiased support and reinforcement of your advice to your clients;
A place to send prospects who may not be ready for investing just yet;
Partner with a business with a proven record of success who you can trust;
Deepen your network of referral partners to have more resources for your clients; and
Educational seminars and presentations for your clients and prospects.