Exciting news! Effective July 1, Kauffman CPA is joining RKL Virtual Management Solutions! Same team, same great service. LEARN MORE

Personal Financial Coaching in Lancaster, PA

Find Clarity with Your Personal Finances

See how you can gain peace of mind, stop living paycheck to paycheck, and get control of your finances with individualized financial coaching from Kauffman CPA.  

Meet Your Financial Goals

Whether you are trying to create a budget, avoid bankruptcy, pay off debt, build your net worth, or have peace of mind over your finances, our experienced financial coaches are here to help.

Paying off debt

Getting married

Buying a home

Creating a budget

Growing your savings

Planning for retirement

Three Steps to Financial Clarity

It takes just a few steps to start your journey towards financial clarity.

Start taking control of your finances today.

Book a Free Call
1

Book a Call

Schedule an initial consultation with the Kauffman CPA team. During this meeting, we’ll go over your desired goals, how our program works, and answer any questions you have.

2

Meet with a Coach

Once you sign up for the program, you’ll have your first session with a financial coach. Prior to this meeting, we’ll ask you to fill out a basic budget, which we will go over.

3

Take Control of Your Finances

Your financial coach will assign action steps to take after each meeting. During your monthly meeting, you’ll go over the progress you’ve made on your financial journey.

Personal Financial Coaching in Lancaster, PA

Kauffman CPA Company provides personal financial coaching to individuals and couples throughout Lancaster CountyCentral PA, and beyondOur coaches are certified public accountants (CPAs) who have gone through additional training to provide personalized financial coaching services.   

Highlights of our financial coaching program: 

  • Sign up for 12 months, 6 months, or month-to-month sessions 
  • Meetings are held via Zoom 
  • Weekend & evening sessions available 
  • Starting at $275 per session (for a 12-month package) 

 

Sarah Kratsas, CPA

Lead Financial Coach

Frequently Asked Questions About Financial Coaching

What does a financial coach do?

A coach guides, motivates and empowersand that’s exactly what we want to do for you. Our team will help you remove the fog and stress, to gain clarity over your personal finances.  

How are you different than a financial advisor?

Simply put, we’re not selling any financial product like investments or insurance. Our only motivation is to get you to a better place financially. 

How can I afford it if I am already in financial trouble?

On average we spend $288/month going out to eat and $268/month on entertainment (Bureau of Labor Stats). Hiring a financial coach is a commitment, but we’re certain it will pay for itself multiple times over. 

I’m not sure what financial goals I should have. Can you help?

Yes, we will guide you through setting goals that move your finances in a positive direction. 

What qualifications do your financial coaches have?

We’re CPAs which is a benefit, but not what really matters. All of our financial coaches live these practices out. We won’t tell you to do anything we would not do or have not already done. Our coaches have mastered the art of financial stability and cannot wait to show you how. If you want to know their individual inspiring story, just ask.

Do you offer group sessions?

Yes, we can offer financial training sessions for groups, including employees, organizations, or church groups. Contact us to discuss your needs and how we can help.  

Get Control Over Your Finances

Take the first step on your journey toward financial clarity by booking an initial consultation call with a financial coach.

Book A Free Call