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
Buying a home
Creating a budget
Growing your savings
Planning for retirement
It takes just a few steps to start your journey towards financial clarity.
Start taking control of your finances today.
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.
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.
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 County, Central PA, and beyond. Our coaches are certified public accountants (CPAs) who have gone through additional training to provide personalized financial coaching services.
Highlights of our financial coaching program:
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.
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.
Yes, we will guide you through setting goals that move your finances in a positive direction.
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.
Take the first step on your journey toward financial clarity by booking an initial consultation call with a financial coach.
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