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Financial Foundations Coaching
Clarity, confidence, and calm — starting with the basics.
Financial Foundations Coaching is a guided, educational coaching experience designed to help you understand your money, organize your financial life, and make decisions with confidence — without shame, pressure, or overwhelm.
This is not bookkeeping, accounting, or financial advising.
It is financial education and coaching that helps you build a clear, sustainable foundation for your life or household.
Who This Is For
Financial Foundations Coaching is ideal if you:
Feel anxious, avoidant, or overwhelmed about money
Know you’re capable, but feel unsure where to start
Want to understand your finances instead of feeling managed by them
Are navigating a life transition (career change, divorce, new responsibilities)
Want a gentler, values-aligned approach to money
Prefer education and partnership over judgment or pressure
You do not need to be “good with numbers” to begin.
What We Work On Together
Each coaching engagement is personalized, but commonly includes:
Understanding how money flows in your life
Clarifying income, expenses, and cash flow
Creating a realistic, supportive budget (not a restrictive one)
Organizing bank accounts and financial structures
Building emergency savings and stability
Understanding debt without fear or shame
Developing simple money routines you can maintain
Learning how to make confident financial decisions
The focus is always on clarity, education, and sustainability — not perfection.
How the Coaching Works
Financial Foundations Coaching is typically offered as a 6–8 week engagement, with structured sessions that combine:
Education (so you understand why things work the way they do)
Coaching conversations (so decisions align with your values and real life)
Practical tools, templates, and frameworks
Gentle accountability and support
You’ll leave with:
A clearer understanding of your finances
Simple systems that support you
Increased confidence in your decisions
Less fear and avoidance around money
What This Is — and What It Isn’t
This is:
✔ Education
✔ Coaching
✔ Systems support
✔ Decision-making guidance
✔ A calm, respectful partnership
This is not:
✘ Bookkeeping
✘ Tax preparation
✘ Investment management
✘ Judgment or “tough love”
✘ A one-size-fits-all formula
Our goal is not to control your money — it’s to help you feel capable and in control.
Our Approach
At Tally & Sage, we believe financial clarity should feel:
Supportive, not shaming
Structured, not rigid
Practical, not overwhelming
We meet you where you are and help you build a foundation that fits your life — not someone else’s expectations.
Ready to Begin?
If you’re ready to feel calmer, clearer, and more confident with your finances, Financial Foundations Coaching is a supportive place to start.
Clarity, confidence, and calm — starting with the basics.
Financial Foundations Coaching is a guided, educational coaching experience designed to help you understand your money, organize your financial life, and make decisions with confidence — without shame, pressure, or overwhelm.
This is not bookkeeping, accounting, or financial advising.
It is financial education and coaching that helps you build a clear, sustainable foundation for your life or household.
Who This Is For
Financial Foundations Coaching is ideal if you:
Feel anxious, avoidant, or overwhelmed about money
Know you’re capable, but feel unsure where to start
Want to understand your finances instead of feeling managed by them
Are navigating a life transition (career change, divorce, new responsibilities)
Want a gentler, values-aligned approach to money
Prefer education and partnership over judgment or pressure
You do not need to be “good with numbers” to begin.
What We Work On Together
Each coaching engagement is personalized, but commonly includes:
Understanding how money flows in your life
Clarifying income, expenses, and cash flow
Creating a realistic, supportive budget (not a restrictive one)
Organizing bank accounts and financial structures
Building emergency savings and stability
Understanding debt without fear or shame
Developing simple money routines you can maintain
Learning how to make confident financial decisions
The focus is always on clarity, education, and sustainability — not perfection.
How the Coaching Works
Financial Foundations Coaching is typically offered as a 6–8 week engagement, with structured sessions that combine:
Education (so you understand why things work the way they do)
Coaching conversations (so decisions align with your values and real life)
Practical tools, templates, and frameworks
Gentle accountability and support
You’ll leave with:
A clearer understanding of your finances
Simple systems that support you
Increased confidence in your decisions
Less fear and avoidance around money
What This Is — and What It Isn’t
This is:
✔ Education
✔ Coaching
✔ Systems support
✔ Decision-making guidance
✔ A calm, respectful partnership
This is not:
✘ Bookkeeping
✘ Tax preparation
✘ Investment management
✘ Judgment or “tough love”
✘ A one-size-fits-all formula
Our goal is not to control your money — it’s to help you feel capable and in control.
Our Approach
At Tally & Sage, we believe financial clarity should feel:
Supportive, not shaming
Structured, not rigid
Practical, not overwhelming
We meet you where you are and help you build a foundation that fits your life — not someone else’s expectations.
Ready to Begin?
If you’re ready to feel calmer, clearer, and more confident with your finances, Financial Foundations Coaching is a supportive place to start.