Get in touch
Have questions? Ready to take the next step in your financial journey? I’d love to connect with you.
Whether you’re interested in financial coaching or small business bookkeeping, this is a safe place to start the conversation. No pressure, just a space to ask questions, share your goals, and see if Rooted Financial is the right fit for you.
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FAQs
What is financial coaching, and how is it different from financial advising?
Financial coaching focuss on your day-to-day money habite, like budgeting, saving, and spending, while helping you build confidence and clarity around your financial decisions. I don’t sell products or manage investments. Instead, I guide you in creating helathy, lasting money habits aligned with your values and goals.
Do I need to have a certain income level to work with a financial coach?
Not at all! Financial coaching is for anyone, regardless of income, who wants to be more intentional and empowered with their money. Whether you’re starting fresh or refining what’s already working, I’ll meet you where you are.
How are coaching sessions held?
All sessions are currently held virtually via Zoom, making it easy and convenient to meet from the comfort of your home. If you’re local, in-person options may be available upon request.
What should I expect in our first session?
our first session is all bout getting to know you and your goals. We’ll talk through your financial story, current concerns, and what you’d like to achieve. There’s no judgment, just s safe space to start your journey with clarity and encouragement.
Do you offer ongoing coaching or just one-time sessions?
I offer both! Some clients prefer a one-time session to get clarity on a specific issue, while others benefit from ongoing support over time. We’ll work together to find the rhythm that fits your needs and budget.
What does your bookkeeping service include?
For small business owners, I offer basic monthly bookkeeping services—tracking income, expenses, and preparing clear, organized reports. This helps you stay on top of your finances and make confident decisions for your business.