What to Expect with Financial Coaching with Max Cash

March 6, 2019

What to Expect with Financial Coaching with MaxCash

What MaxCash can offer you are the tools to help get your finances under control, as well as recommend qualified companies that can offer you financial coaching.

What Connecting with a Financial Coach Will Look Like

After a financial coach has been recommended, there are a few things they may want to do. Financial coaches will first need to get to know you better, so they can know what your exact financial situation is to offer the best possible help.

Your financial coach may want to consider creating a budget that fits within your financial means. You could also be asked to think about expenses that have been stretching or breaking your budget—like holiday gifts, anniversary gifts, or vacations.

During a typical session, a coach may work with you to perform several tasks. These tasks may include:

  • Creating realistic financial goals
  • Finding tools and resources to reach your goal
  • Mapping out a financial plan to get all of this done

Things You May Have to Do Before Your First Coaching Session

Before you arrive to your first financial coaching session, you will be asked to provide some information about yourself and your finances ahead of time. Your financial coach will email you several forms to fill out that will cover two topics.  One form will ask about your current budget.  The budget will be a list of everything you spent in the last month.  You will have to show what you spent on housing or rent, what your utilities cost, and how much debt you owe, as well as any other budgetary finances you may have.

The other form will be a general overview of your finances. This financial overview will provide your coach with information about how much you earn, how much debt you owe, and any questions or concerns you might have before you meet.

A coach’s job is to help in any way they can. Financial coaches have worked with all kinds of financial situations, so be accurate when filling out these forms. A coach can’t help you if they don’t know the whole story.

What You Should Get Out of Having a Financial Coach

By the time you get out of your first coaching session, a successful client should have the basics on how to start fixing their financial situation. Your coach will provide you with several tasks to follow as soon as you leave their office.

These tasks may be creating a plan to eliminate your debt, adjusting your budget, or setting up new financial goals to meet over the next few years. You might also want to look into gaining additional income as well, in order to pay back your debts faster.

Do not to expect one financial coaching session to solve your problems but do expect to be better equipped to solve them yourself. When it comes to financial coaching, a coach can only do so much.  They can show you what needs to be fixed and how you should go about fixing debts, but ultimately you must do most of the work.

We at MaxCash wish to help individuals in any way that we can.  Though, we don’t lend money directly, we have agents available who will try and match you with the best lender possible.

We also provide informational financial resources on our website for free. Check out our FAQ page for more details.

If you have any questions, do not hesitate to contact us. You can email us at info@MaxCash.com or give us a call at (833)-207-9052.

DISCLAIMER:
The MaxCash website does not offer or provide loans, but rather, it offers a service. It should not be construed as a lending agent or broker. The site does not endorse any lenders and does not charge visitors any fees. The website owners do not evaluate potential lenders’ applications, nor do they approve or deny credit. The MaxCash website does gather applicants’ personal information and transmits it to lenders that are part of the site’s lending network. No one is required to make use of this website, nor are they under any obligation to begin contact with site operators or to attempt to secure a loan with any of the site’s lending partners. Transmission of your financial and personal information on the website in no way obligates lenders to offer you a loan or any other kind of credit product. Be aware that cash transfer times can vary, depending on the lender and the bank you use. It may be necessary to fax information under certain circumstances. All questions about loans, and any concerns you may have should be directed to your lender. These loans are intended as short-term financial solution to satisfy borrowers’ needs for immediate monetary relief. This is not intended to be part of a long-term financial plan for individuals. These services are not offered in all states. Potential borrows may undergo credit check if lenders choose to use any of the major credit reporting bureaus, including Equifax, Trans Union and Experian. They may also use other alternative sources to check credit ratings. Your request for a loan constitutes your agreement and acknowledgement that (A) your personal data may be shared with lenders and perhaps other third-party partners, and (B) lenders can acquire credit bureau reports that detail your credit history. Reports from major credit bureaus, such as Equifax, Experian and TransUnion may be obtained and used to evaluate your reliability as a borrower.

1Loan amounts by the lenders vary based on qualifications.

2Since we do not lend money directly we cannot offer you a solicitation for a loan. In all serviced states we WILL match you with a lender based on the information you provide on this website. We will not charge you for this service and our service is not available in all states. States that are serviced by this Web Site may change from time to time and without notice. Personal Unsecured Loans are not available in all states and all areas.

3Loans such as, Auto Title Loan companies typically do not have pre-payment penalties, but we cannot guarantee that every lender meets this standard. Small Business Loans typically do have pre-payment penalties and occasionally will use your car as collateral to secure the loan. Other types of loans may have pre-payment penalties as well.

4All lenders are responsible for their own interest rates and payment terms. Max Cash has no control over these rates or payments. Use of the work competitive or reasonable does not mean affordable and borrowers should use their own discretion when working directly with the lender.

5The amount of people who applied for a loan and we helped and those who received a loan is not the same. We cannot guarantee we will find a lender who will fund you. Just because you give us information on this web site, in no way do we guarantee you will be approved for a car title loan or any other type of loan. Not all lenders can provide loan amounts you may see on this web site because loan amounts are limited by state law and/or the lender. Some lenders may require you to use a GPS locator device on your car, active all the time, in the circumstance for an auto title loan. They may or may not pay for this or charge you for this. This is up to the lender and we have no control over this policy of the lender. Typically, larger loans or higher risk loans use a GPS.

In some circumstances faxing may be required. Use of your cell phone to receive updates is optional. Please review our privacy policy.

Loans such as Car Title Loans are expensive and you may have other ways to get funding that is less expensive. These types of loans are meant to provide you with short term financing to solve immediate cash needs and should not be considered a long-term solution. Residents of some states may not be eligible for a loan. Rejections for loans are not disclosed to our firm and you may want to contact the lender directly.

Signature and personal loans are only available in Georgia and Florida. Loan amounts differ at locations. Account approval requires satisfaction of all loan eligibility requirements, including a credit inquiry, and, if applicable, motor vehicle appraisal.

Car Title Loan lenders are usually licensed by the State in which you reside. You should consult directly with these regulatory agencies to make sure your lender is licensed and in compliance. These agencies are there to protect you and we advise making sure any lender you receive money from is fully licensed.

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