Ask a Financial Coach
Bring your questions about budgeting, debt, savings, retirement, or other everyday financial decisions.
Practical guidance in a judgment-free setting.
Ask a Financial Coach is an educational, interactive session to make common financial topics easier to understand.
Make sense of financial topics
Hear common financial topics explained in clear, practical terms.
Explore factors that may matter
Learn about common factors people may consider when evaluating financial priorities and choices.
Learn from the conversation
Listen to what others are asking and gain practical information you can use.
A simple way to get answers to your everyday money questions.
Select an upcoming date, complete the short registration form, and participate in whatever way feels comfortable.
Choose a session
Select the upcoming date that works best for your schedule.
Register
Complete the short registration form to receive the Zoom link and session details by email.
Submit a question
Submit your question during registration to receive priority consideration during the session.
Join live
Ask a question if you would like, or listen and learn from the discussion.
Leave better informed
Take away practical information and a clearer understanding of the topics discussed.
Questions people commonly ask
Each session focuses on the financial questions you ask that affect everyday decisions and long-term priorities.
- Creating or improving a budget
- Managing irregular or unexpected expenses
- Deciding whether to save or pay down debt first
- Building an emergency fund
- Changing overspending habits
- Preparing for retirement or catching up on savings
- Navigating financial decisions and life transitions
Your question may be more common than you realize.
These are examples of the kinds of everyday questions that may be discussed during a session.
Should I pay off debt or build my savings first?
How much should I keep in my emergency fund?
How do I create a budget that works with irregular expenses?
What can I do when I keep overspending in the same categories?
How can I prepare financially for a major life change?
What should I do if I feel behind on saving for retirement?
Meet the financial coach leading the discussion.
Renee Chapman is an Accredited Financial Counselor® Candidate, Ramsey Solutions Master Financial Coach, and founder of Climb Higher Financial Coaching .
Renee has facilitated 17 Financial Peace University courses, representing over 150 hours of live financial education and group discussion. Her financial education articles have also been published by The Monadnock Ledger-Transcript.
Her coaching style is calm, practical, and judgment-free. She helps people understand their finances, work through financial stress, and create actionable plans they can confidently follow.
During Ask a Financial Coach, Renee explains general financial concepts in straightforward language and discusses factors that may be relevant to common financial questions.
Support that helps money feel more manageable.
Ask a Financial Coach is a group educational session rather than individual coaching. These clients share what it has been like to receive Renee’s guidance through one-on-one financial coaching.
Coaching with Renee has made it clear that the process is doable. I learned that you don’t have to do things you hate to get out of debt. You can make it fun as well.— Matthew R.
I felt comfortable sharing my concerns with Renee. She listens and encourages. When you’re talking about something as personal as money, you need a good listener.— Joan C.
General education, not individual financial advice
This session provides general financial education and perspective. Because questions are discussed in a group setting, it does not include a review of your complete financial situation or provide personalized financial plans, investment recommendations, tax advice, legal advice, or one-on-one coaching.
You do not have to figure out every money question alone.
View the upcoming dates and choose the Ask a Financial Coach session that works for your schedule.