Welcome to part two of our conversation with Heritage Financial Strategies' Dana Croschere, Today, Adam, Jon, and Dana talk specifically about what Dan's role is as a Financial Coach.
A financial coach does not deal with investments. In fact, Dana herself has been a Heritage client in that regard. Her focus is on your budget. Her approach is value based spending - figuring out how to prioritize the things that are important to you - whether that's travel, dining out, or whatever "sets your heart on fire." This will be different for every client, so Dana takes time to get to know you, and what makes you tick. This is done without judgement of current or past activity, and is designed to get you where you need to be on a month-to-month basis. She can even be an accountability partner.
Jon shares some real world examples of the power of budgeting - giving out take-out in the month of January, and a fancy trip to Hawaii, all because of budgeting.
If you're interested in talking to Dana, Adam, and the rest of the Heritage Financial Strategies team, you can find us and contact us online here: heritagefinancialaz.com