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Financial Coaching in 2023

  • Writer: Cortez Jones
    Cortez Jones
  • Mar 29, 2023
  • 2 min read

As I considered transitioning from my professional retail banking management role to financial coaching for small businesses and working-class Americans, I noticed a significant phenomenon. Despite achieving high sales results and top performance ratings, I realized that these metrics did not necessarily equate to true success for my clients in the business and working-class communities. For example, closing a loan for debt consolidation to save a client money did not guarantee financial fitness or long-term success. In fact, I found that debt consolidation often led to increased access to credit, which in turn led to more accumulated debt over time.


I also knew that moving into more specialized roles would compromise my ability to work with Americans suffering from real life financial problems. Therefore, I made my final decision to truly make an impact with my Business and Working Class American clients.


"Financial coaching is like having a personal trainer for your money. Just like a personal trainer helps you get in shape physically, a financial coach helps you get in shape financially. They guide you, encourage you, and hold you accountable as you work towards your financial goals." -Dave Ramsey


Dave Ramsey's quote highlights the importance of financial coaching in helping individuals achieve their financial goals through guidance, encouragement, and accountability. It suggests that just as a personal trainer can help someone achieve physical fitness, a financial coach can help someone achieve financial fitness.


For another consecutive quarter, our Business and Working Class American clients have collectively achieved the following in Q1 of 2023:

  • 80% to Goal (metric of all goals set to be achieved by 3/31/2023).

  • Over $30,000 in savings allocations from Personal Finance Coaching Clients.

  • $0 in newly accumulated debt for Business and Working Class Americans.

  • 0 negative business or personal credit marks.

  • 2 first time business credit account holders.


Success and value continues to be found here at The Jones Group Of Western New York. This same success welcomes you Today!!




 
 
 

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