Financial Guidance Life
You shouldn’t need a six-figure investment portfolio to have someone in your corner.
GreenBack Coaching provides practical, personalized financial coaching for individuals and families who want to understand their money, make better financial decisions, and build a plan for what comes next.
Whether you’re trying to get control of debt, organize your spending, prepare for a major purchase, improve your credit, or simply figure out what to do next, we’ll help you see the bigger picture.
You Make the Money. Let's Make It Work Better.
Most people don’t need a complicated financial plan.
They need someone who can sit down with them, look at the whole picture, explain their options in plain English, and help them decide what to do next.
That’s why GreenBack Coaching exists.
Traditional financial services often focus on investments, products, or clients who already have significant assets. Meanwhile, millions of working individuals and families are making important financial decisions every day without having anyone they trust to help them think through those choices.
GreenBack fills that gap.
We provide affordable, one-on-one financial coaching designed around your actual life your income, expenses, debt, goals, family, challenges, and priorities.
Help You Make Better Financial Decisions
No judgment. No confusing financial jargon. No requirement to already be wealthy.
Just practical guidance, a clear plan, and someone in your corner.
What is Financial Coaching and Why Does it Matter?
Financial coaching with GreenBack is a partnership focused on helping you understand your finances, clarify your goals, and create a practical plan that works for your life.
Focus
Benefits
Built for Everyday People With Real Financial Lives
You don’t need to be in financial crisis to benefit from financial coaching and you don’t need to be wealthy either. GreenBack Coaching is designed for anyone who wants to take control of their finances, no matter their starting point.
- You make money but aren't sure where it all goes.
- You're carrying debt and aren't sure what to tackle first.
- You want to save but struggle to make consistent progress.
- You and your spouse or partner aren't fully aligned financially.
- You're preparing to buy a home or vehicle.
- You're trying to improve your financial position before applying for credit.
- You recently received a raise or changed jobs and want to use the opportunity wisely.
- You're helping a child prepare for college.
- You're facing several competing financial priorities.
"I know I need to do something. I'm just not sure what the smartest next move is."
How It Works
Your Financial Life. One Step at a Time.
1. Start With a Financial Checkup: We’ll talk about where you are today, what’s creating the most financial pressure, and what you’re trying to accomplish.
2. Build Your Financial Roadmap: Together, we’ll identify your priorities and turn them into practical next steps.
3. Put the Plan Into Action: You’ll implement the plan with coaching, accountability, and support along the way.
4. Adjust as Life Changes: Finances don’t stand still. Jobs change. Families change. Expenses change. Goals change. Your plan can change with them.
Take Your First Step
One-on-One Financial Coaching
Debt & Cash Flow Strategy
Major Purchase & Decision Coaching
Credit & Financial Education
Why GreenBack Coaching?
Experience Across the Financial Decisions People Actually Face
GreenBack Coaching was built around a simple observation: There is a tremendous amount of financial help available once you’re wealthy but far less available while you’re trying to get there. Our founder, Chris Weldon, has spent nearly two decades working throughout the consumer financial ecosystem, gaining insight into the real challenges people face when making major financial decisions. Greenback Coaching exists to bridge that gap, offering guidance that considers the whole picture not just one piece.
- College enrollment and education
- Financial services
- Mortgage lending
- Consumer lending and underwriting
- Automotive finance
- Health insurance
- Real estate
- Debt solutions
"People are frequently asked to make major financial decisions while only seeing one piece of the equation. GreenBack Coaching is here to help you see the whole picture."
What We Believe
Simple principles that help you make confident financial decisions and keep more of your money working for you.
FAQs
Find answers to your questions about financial coaching and how GreenBack Coaching can assist you in achieving your financial goals.
Financial coaching helps you better understand your financial situation, establish goals, evaluate your options, and create actionable next steps.
Unlike many traditional financial relationships, coaching does not require you to have a large investment portfolio.
Not at all.
Some clients want help getting control of debt or spending. Others are doing well financially but want help organizing their money, preparing for a major purchase, setting goals, or making smarter financial decisions.
Financial coaching can be useful anywhere along that spectrum.
GreenBack Coaching provides financial coaching, education, organization, and decision support.
GreenBack does not provide investment advisory, securities, legal, tax, insurance, mortgage origination, or other regulated professional services unless those services are separately provided by an appropriately licensed professional.
When specialized expertise is needed, we can help you identify the appropriate type of professional and, when available, connect you with our referral network.
No.
GreenBack can help you think about financial priorities, savings goals, risk concepts, and questions you may want to discuss with an investment professional.
Specific investment recommendations or securities advice should be handled by an appropriately licensed investment professional.
Yes.
We can help you understand your debt, cash flow, interest costs, priorities, and available strategies from an educational and coaching perspective.
If your circumstances require debt settlement, bankruptcy advice, lending, or another specialized solution, we can help you understand when it may be appropriate to speak with a qualified provider or professional.
GreenBack provides credit education and coaching, not traditional credit-repair services.
We can help you better understand your credit profile, factors that affect credit, and financial behaviors that may strengthen your overall credit position over time.
We’ll start by talking about what prompted you to reach out.
We’ll discuss your current financial situation, immediate concerns, priorities, and goals. From there, we’ll identify the areas where GreenBack can help and determine whether ongoing coaching makes sense.
There is no judgment and no expectation that you have everything organized before the conversation.
That’s part of what we’re here to help with.
Protecting your personal information is extremely important to us.
Information provided during coaching is used to help us understand your financial situation and provide the services you’ve requested. Our privacy practices are explained in greater detail in our Privacy Policy.
That depends on your coaching plan and your needs.
Most ongoing clients will meet at least monthly, with additional support available depending on the service level selected.
Absolutely.
Many financial decisions affect the entire household. Couples can use coaching to establish common goals, understand their financial picture together, and create a plan both people understand.
Get Started
Get in Touch
Contact GreenBack Coaching
We are here to assist you with your financial journey. Reach out today!
Email Us
For inquiries, please email us at info@greenbackcoaching.com. We respond promptly to all messages.
Virtual Coaching
GreenBack Coaching provides convenient, appointment-based financial coaching designed to fit into your schedule.
Financial Guidance That Doesn't Require a Fortune
Traditional financial planning can be inaccessible for households that haven’t accumulated significant investment assets.
GreenBack is different.
GreenBack Essentials
Starts at $75/mo
For clients who want structure, accountability, and ongoing guidance.
- Monthly one-on-one coaching sessions
- Budget and cash-flow guidance
- Financial goal tracking
- Savings and debt-priority planning
- Accountability and progress review
GreenBack Plus
Starts at $150/mo
For clients with more complex financial decisions or who want additional support.
Includes everything in GreenBack Essentials, plus:
- Expanded financial review
- Debt and credit strategy
- Major-purchase decision coaching
- Household financial planning
- Additional coaching access between session
- Professional referral coordination when appropriate
GreenBack Financial Checkup
$50 - No Monthly Obligation
Prefer to start with one conversation?
Schedule a standalone Financial Checkup to organize your situation, identify your most important financial priorities, and determine your next steps.