Client Reviews & Testimonials
Real stories from clients who chose coaching to gain clarity, reduce stress, and make progress with their money. These are unedited testimonials shared with permission. If you are wondering whether coaching is a fit for you, read a few below and then book a free call to talk through your goals.
Testimonials
"My husband and I received coaching from Next Chapter Financial Coaching. At the time, we were already consistently budgeting and working on building up our emergency fund, but we were looking for ways to fine tune our budget and gain a clearer vision for our financial goals and future as a family. The process was incredibly encouraging. With the help of the coaching, we were able to identify an additional $350–$400 a month within our existing budget to put toward our goals, and even increased our income by about $500. The investment in coaching with Next Chapter Financial Coaching has more than paid for itself!"
— Annalisa G.
"Working with Next Chapter Financial Coaching has been an amazing experience for my wife and I. Our coach took the time to really get to know us—our goals, our values, and what matters most to us—not just financially, but in life. That personal touch made his advice feel tailored and meaningful. He helped us create a solid plan for our future child’s college expenses, guided us through life insurance and end-of-life planning, and even connected us with trustworthy resources and professionals to take the next steps. At the end of each session, we left with clear, actionable goals, and he always followed up before the next meeting to make sure we were staying on track. Thanks to Next Chapter Financial Coaching, we feel more confident about our financial future and better prepared for what lies ahead. We can’t recommend their services enough!"
— Louie D.
"We have the pleasure of working with Next Chapter Financial Coaching and couldn't be more impressed with their approach. From the start, Next Chapter Financial Coaching was incredibly thorough and attentive, taking the time to understand our financial situation in detail and goals. They challenged us to dig deeper and find more savings within our current budget - finding opportunities we hadn't considered before. Their guidance, backed by both solid data and years of experience, has truly set us on a path to achieve our financial goals. We now feel more confident and equipped to manage our finances effectively.
We highly recommend Next Chapter Financial Coaching to anyone looking for not only an expert financial coach, but a true partner on your financial life journey!"
— James C.
"My wife and I worked with Next Chapter Financial Coaching for 3 months. We had gotten out of debt and just bought a house. Our budget was good, but they helped us take it to great. We had challenged ourselves to race out of debt and then became a bit comfortable when it came to building our emergency fund. Next Chapter helped us find another $350 to $400/month in our budget that we were able to cut out and put towards our emergency fund! It was good to be challenged again and speed up the process even more towards our goals. Definitely worth it for anyone looking to take their financial situation to the next level!"
— Jarrod G.
"Next Chapter Financial Coaching has helped my fiancé and I gain control of our debt and feel closer to achieving our financial goals. When we started, we had just gone down to one income due to health reasons. Our coach took the time to learn our situation and our goals, both short and long term. He helped us feel confident that we could manage our immediate financial needs and still take on surprise expenses that came our way. My fiancé and I have very different spending habits and would only occasionally discuss our finances. Our coach helped us better align our views and make a plan that works for both of us. We identified areas that we could cut down spending and he gave great advice on how to save in each area and build better habits overall. Now, my fiancé and I regularly communicate about our spending and update our budget monthly together. Our biggest win is how much we've cut down our monthly takeout spending. In just a few months, we've watched our finances transform. We knocked out large debt payments and went from six to just two lines of credit. Even while being hit with medical bills and car repairs, we made progress on our debt and wedding savings. Our coach has been a huge support for our financial and personal goals and we are truly grateful for the difference he continues to make!"
— Natalie C.
"I had the pleasure of working with Next Chapter Financial Coaching over the past 6 months and completely transformed my finances. Their highly tailored approach and consistency has helped my fiancé and I understand how to tackle our debt quickly and build better spending habits. We took a significant hit to our income this year and needed to make quick changes in order to adapt. Our coach took the time to understand our situation with a judgement free mindset, helping us adjust our habits and still prioritize the lifestyle that we want. Everything was tied back to our personal goals and not just the cookie cutter advice that you see online. He focused on where we are at now in our finances, but also educated us on how we can best use our money once we are debt free and create lasting wealth. Thanks to the consistency and genuine support from our coach, my fiancé and I are more confident about our finances than ever. Our debt payoff plan went from 5 years to 2, and our timeline for buying a home is closer than ever. We are incredibly thankful for this experience and look forward to continuing the journey!"
— Kevin O.
"My husband and I “knew” how we think we should manage money, but we needed an experienced and trusted partner to get us on the best path together to achieve our goals for current and long-term success. So glad we found Next Chapter Financial Coaching! We started our first session 3 months ago in a financial hole, and within 2-3 months have since seen some fantastic progress of getting out by applying Next Chapter Financial Coaching’s principles! With 3 very young children, getting on a proven plan with money to reduce fear, worry & stress is a must for me and I feel we are now on the best path. Best part!? We are doing it all together! The plan works for me, my husband and active kiddos. It’s realistic to life.
Thank you Next Chapter Financial Coaching for being in our corner! "
— Hayne C.
