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How long does financial coaching take?

Typically, once you’ve been paired with one of our financial coaches, the “engagement” lasts from a few weeks to a few months. Most sessions are 90 minutes. Every person’s situation is different, and some are more motivated than others. We do work at your pace, allowing for extra time for those caring for young children, experiencing health issues, or in the process of relocating. Your financial coach does not do the work for you but rather guides you through the maze of things to do following the loss of a spouse.