Financial Security Coaching

Individual Services

Let’s us help you invest in your future

We help you with a personalized financial plan, by first working with you to identify your personal financial goals.

At MaeWeather Tax Co. & Finance Team we can help you “Prepare for Financial Security” it’s our motto and we stand by it. Some may ask what exactly does preparing for financial security mean? How do I even get started? I don’t know where to begin. Remember, when you prepare for anything you must have a plan and implement it into action to elicit an expected outcome.

We help you with a personalized financial plan, by first working with you to identify your personal financial goals. What does financial freedom mean to you? What do you expect to gain? We start this conversation by identifying your Short-Term, Mid-Term and Long-Term goals.

  • Short-term goals are those that can be achieved in a year or two
  • Mid-term goals are those that can be achieved in two to five years
  • Long-term goals are those that can be achieved in greater than five years

Be specific, have goals that are measurable and lastly reasonable and realistic. Think about having the ‘security of financial freedom’. Security and Freedom to live a life of safety and protection from DEBT? You don’t have to live in Financial FEAR. Managing your money will always be a lifetime project, let us help you get started. It’s an investment. It takes time. You have to plan. You have to implement. Start Today!

There are many cliché’s about financial freedom, but one thing that rings true in attaining financial freedom is ‘Changed Behavior’. We will help you identify problems, which leads to awareness and goal setting with the intention to initiate self-regulation.

Components of the Financial Security Coaching

Client Coaching Goals

      1. Outline client goals
      2. Determine immediate financial barriers that deter goals
      3. Define specific actions to meet goals
      4. Identify ways to improve financial situations
      5. Change financial behaviors
      6. Facilitate new decision-making
      7. Implement tools, resources and referrals

Coach Accountability

      1. Alliance with client
      2. Establish coaching agreement
      3. Create awareness
      4. Set goals
      5. Develop action plan
      6. Identify resources, tools and services
      7. Monitor and evaluate client progress
      8. Make referrals as needed (if needed)

We make participation easy! Cancel at any time!

Program Participation Includes

  • Initial 1-hour goal-setting meeting
  • Subsequent meeting to determine client goals
  • Quarterly Coach Accountability Review
  • Continued access to coach throughout participation term
  • Financial Planning Seminars

Schedule Your Free 30 Minute Initial Consultation Now

For more information, please fill the next form:

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Our Points of Contact

Get in Touch!

We’re available all year-round.

Individuals, small businesses, or contractors in need of assistance, we are here to help. We have services beneficial to all.

We look forward to hearing from you.
Main Office
14405 Walters Rd Suite 760
Houston, Texas 77014
Email us
info@maeweathertaxco.com
Call us
(281) 883-7486
Fax
(281) 884-3466
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