Copper Seed Simplifies Your Finances

We Provide Peace of Mind

We’ll make it easy to understand your finances and implement simple routines to achieve your goals.

Copper Seed Coaching for Individuals

Understanding your finances, developing a plan, and implementing routines will allow you to reach your financial goals without spending so much time worrying about your personal finance. We’re here to help.

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Copper Seed Coaching

Take control of your financial future!

We work with individuals like you who are ready to take control of their finances and build a secure and meaningful life. We:

Meet you where you are,
Help you understand your financial situation,
Teach you the principles of how money works, and
Support you in developing the routines and habits that allow you to make steady progress.

Our coaching helps you tackle the main challenges of managing money and establish the knowledge and processes to streamline financial management.

Programs for Students

Basics of finance for ages 13-15
Preparation for after high school ages 16-18
Transition to independence for high school graduates
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Topic-Specific Planning

Provides individualized feedback on specific goal—cash management, debt-paydown, retirement planning, educational planning, etc.
Review your current financial position
Include your area-specific goals
Develop a plan to reach those goals while accounting for other needs
Support plan implementation-review and adjust as needed

Individualized Coaching

One-on-one coaching to help you understand your financial position, develop a comprehensive financial plan, and establish routines & behaviors to support achievement.
Two one-hour sessions for months 1-3
One one-hour session for months 4-6
Phone call/email touch base as needed
Evaluate at the end of the time to determine further need.

Learn how individualized coaching works

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KNOWLEDGE

Personal finances involves moving pieces and each affects another. We’ll help you navigate each piece individually while looking at the big picture. If you need someone to run daily financial decisions by, we’re here for you, and through our work together, you will gain the increased knowledge needed to reach your financial goals.

TIME

If you spend a lot of time thinking about and stressing over your personal finances, you’re among half of the workforce that spends over 3+ work hours each week doing the same. We’ll help you put effective, time-saving routines in place to help you strengthen your financial picture while decreasing the time you think about it.

CONFIDENCE

If you are among the 88% in the workforce who wants feedback on daily financial decisions, Copper Seed helps you work through these decisions and gain the experience to move forward confidently.

What Copper Seed Coaching Can Do For You!

Eliminate debt

If you pay off $10,000 of credit card debt accruing 20% interest, you will free up about $2,000 of annual cash flow.

Develop Simple Routines

We will help you develop simple routines to avoid unnecessary late fees and interest payments saving you hundreds of dollars annually.

Navigate a major life event

Go into a major event, like a house purchase, knowing what you can afford, what questions to ask, and how the purchase affects your overall financial plan.