Financial Coaching

The Silver Purse LLC offers financial education to empower women (and smart men) to confidently grow and manage their money. As we often get requests for one-on-one guidance, we're now offering a new service.

New! We now offer individual financial coaching.

What is financial coaching?

It starts with where you are and works with you in a supportive and non-judgmental way to help strengthen your finances.

It focuses first on helping you clarify your money challenges, identify cherished goals, and find hope and motivation. Next, we help you identify strategies and resources to move you closer to financial security.

The coaching process empowers you to more confidently manage your money and be ready to retire from the work world on your own terms. You’ll build more trust in yourself, even if you choose to have your money managed by a professional financial advisor.

Financial Coaching can:

***Help you identify your goals and the best ways for your money to support those goals

***Assist you in evaluating your biggest financial challenges and the steps to solve them

***Provide guidance and training so you can manage your money with more confidence and clarity

***Motivate and encourage you

Who is it for?

Our retirement-planning coaching can benefit anyone within 20 years of retirement. Our general financial coaching is for anyone who wants to strengthen their financial awareness and knowledge, or address specific concerns.

If you’re worried or anxious about your situation, feeling overwhelmed, or just unsure of what steps to take next, coaching can help. It's for those with few to intermediate levels of financial skills. We'll start with where you are, even if you're a beginner.

Retirement coaching is aimed at planning for successful future retirement, and supporting the needs of those in retirement, so we primarily work with women (and a few smart men) over age 45.

Are you ready for change? Are you willing to invest some time each month to improving your finances? Do you want  your financial future to be more successful than your past?

Give us a call at (800) 805-7001 or email here

and leave your name, number, email address and the best time to reach you. Mention that you want a complementary "Discovery Session" in your message.

Who is coaching NOT for?

Our financial coaching does not address the needs of people in bankruptcy or with serious debt problems. For assistance in this area, visit our Reduce Debt page.

Coaching is not suited to people who want or need a "hands off" approach to their finances and prefer someone else to take charge. We suggest you contact a CERTIFIED FINANCIAL PLANNER™ or trusted fee-based financial advisor if you need more specific advice.

Note: Coaching does not provide personalized  tax, legal or investment advice, and we may refer you to outside professionals if you need more services.

What do we do in coaching?

The process is interactive. We bring our experience and you bring your life's wisdom and willingness to take action.

We use our own "signature system" to guide you through the process. You build awareness and knowledge through conversations and easy training. We help hold you accountable for forward progress.

First, we’ll help you identify your goals and what you want for your future, both short-term and longer term.

Next, we'll look at the assets and resources you have to reach your goals. We'll also explore your most immediate financial challenges and identify the steps to solve those issues.

We’ll help you see the big picture, then focus on which steps need to be done first. Finally, we offer you the tools and training to build financial knowledge, find peace of mind, and move closer to your personal goals.

How much does it cost?

The 20 minute Discovery Session is free. This is where we explore your needs and see whether our services are a good fit. We provide honest and caring feedback.

When we move to working together, the first paid session is $197. This includes a 45 minute phone or in-person meeting at our office, followed by  a couple of personalized email support messages during the first 30 days.

Follow-up coaching costs will be based on the level of services and support you need. You can choose between basic levels and premium services.

Who will my coach be?

Financial coaching is done by Robin Applegarth CRPC®. She is a Chartered Retirement Planning Counselor™ and  Personal Financial Planner PFP with over 20 years experience in investing.  See her bio.

From time to time, we may also offer access to other expert financial professionals.

How do I start?

You can contact us for a free 20 minute Discovery Session over the phone or at our Palm Desert, CA. office.  Give us a call at (800) 805-7001 or email here and leave your name, number and the best time to reach you. You can also contact us through our email address: info (at) thesilverpurse (dot) com.

After the Discovery Session, if we decide to work together, you’ll sign a short agreement of terms and submit payment of $197 to reserve your first paid coaching session. It's that easy. Looking forward to talking to you!

If you're ready to get started with your first paid session, click on the button below to go to the payment page. We'll be in contact soon!

$197.00 for a 45 minute Financial Coaching session. Includes 2 follow-up email support messages within 30 days.