Finance Coaching by DSG
Empowering you to live your best life
Finance Coaching by DSG
Empowering you to live your best life
What is Finance Coaching?
Finance coaching is a process in which a coach helps individuals to identify their goals, overcome obstacles, and make positive changes in their lives.
What can I expect from a finance coaching session?
In a finance coaching session, you can expect to discuss your goals, challenges, and strategies for overcoming obstacles. Your coach will provide guidance, support, and accountability to help you achieve your goals.
How long does a finance coaching call take?
The length of a finance coaching call depends on the individual and their goals. Some calls may last 20 minutes, while others may last an hour or more.
Mission
For 10 plus years our mission as Finance Coaches is to empower and inspire clients to live a life within their means and aligned with their values.
Approach
Our approach to coaching is rooted in positive psychology and cognitive-behavioral therapy. We work with clients to help them identify areas of improvement, overcome spending habits, and develop practical strategies for achieving their goals.
Services
We offer a range of coaching services, including one-on-one coaching sessions, advice on managing money and debts, help develop a budget you can live with, help you get a copy of your credit report, help develop a non-profit 501c3 debt management plan and educational materials or whatever best fits your situation. We help point you in the right direction, no matter the solution.
Contact us today and fill out a Survey to learn more about how we can help you achieve your goals.
By clicking Submit, you agree to receive SMS Text Messages and calls at the phone number you enter from DSG for follow up purposes for finance coaching. You agree to be contacted by phone, text, email, automatic telephone dialing system, or by artificial or pre-recorded voice, even if you have listed yourself on any Do-Not-Call List. Message and data rates may apply. Message frequency varies. Text HELP for help. Text STOP to cancel.
At DSG we are particularly concerned about the privacy of our customers. We provide this notice to help you understand how we may collect nonpublic personal information about you, the type of information we may collect, and what information we may disclose about you. The same rules apply to former customers as apply to current customers. The term “nonpublic personal information” means personally identifiable financial information that is not publicly available.
We collect nonpublic personal information about you from you and other sources, including the following sources:
• Information we receive from you about correspondence, internet, telephone, or applications
• Information we receive from a consumer reporting agency
• Information about your transactions with us or others
• Information we receive from Agents, Partners or Affiliates
During the enrollment process, certain information is collected, including such items as:
• Debt Information (Credit Card/Loan Account Numbers and Balances)
• Personal Information (Social Security Number, Address, Bank Account Numbers, Phone, Email Address, Salary, Employer, Occupation, Age, Birth Date, Gender)
• Budget Information (Assets, Monthly Expenses, Other Income)
We do not disclose any nonpublic personal information about our customers or former customers to anyone except as permitted by law. We will only disclose information about you to third parties with your consent or at your direction.
We reserve the right to disclose all of the information we collect, as described above, about our customers and former customers to companies that perform services and functions, including marketing services, on our behalf. We may also disclose some of this information to other financial institutions with whom we have joint marketing agreements. However, SMS opt-in data and consent will not be shared between DSG affiliates nor with any nonaffiliated third parties.
Access to nonpublic personal information about you is restricted to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.
You can contact us to update, correct or delete your personal information, Opt Out or change your preferences with respect to information you receive from us by filing out a survey request.
Personal information that is stored in marketing databases will be changed or deleted as you request. We may not be able to remove each record of the information you have provided to us from our system because your personal information may exist in a non-erasable form that will be difficult or impossible to locate.
We reserve the right to change our privacy policy and this privacy notice from time to time without prior notice to you, unless prior notice is required by law. If you have not terminated your relationship with us, we will provide you with our current privacy notice not less than annually as required by law.
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