Image 1 of 1
Financial Self Advocacy Coaching
Learn how to speak up, ask questions, and participate confidently in financial decisions that affect your life.
Financial Self-Advocacy Coaching is an education-based coaching service designed to help individuals feel confident, informed, and empowered when navigating financial conversations, documents, and decisions.
This work supports people who want to understand what they are agreeing to, ask better questions, and advocate for themselves in financial settings — without fear, shame, or intimidation.
This is not legal advice, financial advising, or representation.
It is coaching and education that helps you build knowledge, confidence, and voice around your financial life.
Who This Is For
Financial Self-Advocacy Coaching is a good fit if you:
Feel intimidated during financial conversations
Avoid asking questions because you don’t want to seem uninformed
Have signed things in the past without fully understanding them
Feel talked over, rushed, or dismissed in financial settings
Want to be more confident with banks, employers, or professionals
Want to participate actively in decisions instead of deferring
This service is especially supportive for:
Women and marginalized individuals
People navigating divorce or separation
First-generation professionals
Caregivers managing finances for others
Young adults building independence
Anyone who has felt disempowered around money
What We Work On Together
Financial Self-Advocacy Coaching focuses on understanding, language, and confidence, not confrontation.
Depending on your needs, we may work on:
Understanding common financial documents and terminology
Preparing for conversations with banks, employers, or advisors
Learning how to ask clear, confident questions
Identifying red flags or pressure tactics
Understanding your rights and options (education only)
Practicing self-advocacy language
Clarifying when to say “I need more time”
Building confidence in decision-making
The goal is not to become an expert — it’s to feel capable and informed enough to advocate for yourself.
How the Coaching Works
Financial Self-Advocacy Coaching is typically offered as a short-term or focused engagement, depending on your goals.
Sessions combine:
Education around financial systems and language
Coaching conversations focused on confidence and clarity
Preparation for specific conversations or decisions
Practical tools and scripts you can reuse
You’ll leave with:
A clearer understanding of financial processes and documents
Increased confidence asking questions and setting boundaries
Language you can use in real-world situations
Reduced fear and intimidation around financial conversations
A stronger sense of agency in your financial life
What This Is — and What It Isn’t
This is:
✔ Financial education
✔ Confidence-building coaching
✔ Preparation and practice
✔ Empowerment through understanding
This is not:
✘ Legal advice
✘ Financial representation
✘ Investment or tax advising
✘ Negotiation on your behalf
✘ Pressure to confront or escalate
Our role is to help you stand in your own authority, not fight battles for you.
Our Approach
At Tally & Sage, we believe financial self-advocacy is a learned skill — not a personality trait.
Our approach emphasizes:
Education over intimidation
Confidence over compliance
Curiosity over fear
Agency over avoidance
We create space for questions, uncertainty, and learning without judgment.
How This Fits With Our Other Services
Financial Self-Advocacy Coaching often works well:
Alongside Financial Foundations Coaching
During Life Transitions Coaching
With Money Mindset & Behavior Coaching
As preparation for working with banks, attorneys, or advisors
It helps ensure that financial knowledge translates into real-world confidence.
Ready to Advocate for Yourself?
If you want to feel more confident, informed, and empowered in financial conversations and decisions, Financial Self-Advocacy Coaching offers a supportive place to begin.
Learn how to speak up, ask questions, and participate confidently in financial decisions that affect your life.
Financial Self-Advocacy Coaching is an education-based coaching service designed to help individuals feel confident, informed, and empowered when navigating financial conversations, documents, and decisions.
This work supports people who want to understand what they are agreeing to, ask better questions, and advocate for themselves in financial settings — without fear, shame, or intimidation.
This is not legal advice, financial advising, or representation.
It is coaching and education that helps you build knowledge, confidence, and voice around your financial life.
Who This Is For
Financial Self-Advocacy Coaching is a good fit if you:
Feel intimidated during financial conversations
Avoid asking questions because you don’t want to seem uninformed
Have signed things in the past without fully understanding them
Feel talked over, rushed, or dismissed in financial settings
Want to be more confident with banks, employers, or professionals
Want to participate actively in decisions instead of deferring
This service is especially supportive for:
Women and marginalized individuals
People navigating divorce or separation
First-generation professionals
Caregivers managing finances for others
Young adults building independence
Anyone who has felt disempowered around money
What We Work On Together
Financial Self-Advocacy Coaching focuses on understanding, language, and confidence, not confrontation.
Depending on your needs, we may work on:
Understanding common financial documents and terminology
Preparing for conversations with banks, employers, or advisors
Learning how to ask clear, confident questions
Identifying red flags or pressure tactics
Understanding your rights and options (education only)
Practicing self-advocacy language
Clarifying when to say “I need more time”
Building confidence in decision-making
The goal is not to become an expert — it’s to feel capable and informed enough to advocate for yourself.
How the Coaching Works
Financial Self-Advocacy Coaching is typically offered as a short-term or focused engagement, depending on your goals.
Sessions combine:
Education around financial systems and language
Coaching conversations focused on confidence and clarity
Preparation for specific conversations or decisions
Practical tools and scripts you can reuse
You’ll leave with:
A clearer understanding of financial processes and documents
Increased confidence asking questions and setting boundaries
Language you can use in real-world situations
Reduced fear and intimidation around financial conversations
A stronger sense of agency in your financial life
What This Is — and What It Isn’t
This is:
✔ Financial education
✔ Confidence-building coaching
✔ Preparation and practice
✔ Empowerment through understanding
This is not:
✘ Legal advice
✘ Financial representation
✘ Investment or tax advising
✘ Negotiation on your behalf
✘ Pressure to confront or escalate
Our role is to help you stand in your own authority, not fight battles for you.
Our Approach
At Tally & Sage, we believe financial self-advocacy is a learned skill — not a personality trait.
Our approach emphasizes:
Education over intimidation
Confidence over compliance
Curiosity over fear
Agency over avoidance
We create space for questions, uncertainty, and learning without judgment.
How This Fits With Our Other Services
Financial Self-Advocacy Coaching often works well:
Alongside Financial Foundations Coaching
During Life Transitions Coaching
With Money Mindset & Behavior Coaching
As preparation for working with banks, attorneys, or advisors
It helps ensure that financial knowledge translates into real-world confidence.
Ready to Advocate for Yourself?
If you want to feel more confident, informed, and empowered in financial conversations and decisions, Financial Self-Advocacy Coaching offers a supportive place to begin.