❓ It’s pretty likely that you’ve got some questions for me! I’m one step ahead of you, and I’ve got you covered with some commonly raised topics already addressed…
Are you a certified financial advisor?
No. I’m a financial coach—not a licensed financial advisor, CPA, or fiduciary. This means I don’t manage assets, sell investment products, or provide specific investment recommendations (like “buy stock XYZ”).
Instead, I help you:
- Understand your overall financial picture
- Build habits, systems, and strategies that create long-term wealth and enable desirable future outcomes
- Identify goals, clarify priorities, and make your own informed decisions
What exactly do you do as a financial coach?
Think of me as your personal strategy partner, accountability coach, and financial translator all wrapped up into one. I use the ‘3 Core Pillars’ framework that I developed to help clients with a range of things…
✅ Shift their money mindset to one that supports building wealth
✅ Get organized financially (budgets, cash flow, debt payoff plans)
✅ Plan for big goals (retirement, college, home purchase, FI/RE, etc.)
✅ Stay motivated and course-correct as life changes
Do you work with people who have a lot of debt or very little savings?
Absolutely. I have a special coaching package (“Financial Lifeline”) designed specifically for those in the midst of financial duress (low credit score, lower income, or negative net worth).
My coaching is about helping anyone move forward—no matter where you’re starting.
Can you help if I’m already doing “okay” financially?
Yes! Many of the people I work with are earning solid incomes and saving, but feel stuck or uncertain about whether they’re truly on track for big goals like early retirement, college funding, or creating generational wealth.
Coaching helps you move from “doing fine” to “slaying”!
What makes your coaching different?
I don’t just talk theory.
I built my own wealth from scratch—going from six-figure debt to over $4.6 million net worth—by designing, testing, and refining the systems I now teach.
I combine mindset, strategy, and accountability, helping clients achieve things they wouldn’t on their own.
How are sessions held?
Most coaching is done over secure video conference (Google Meet), which clients can access from virtually any computer, tablet or smartphone.
If you’re local to Central Texas, in-person sessions are also available in New Braunfels!
Do you offer payment plans or lower-cost options?
Yes!
- The Financial Triage is always free.
- The Financial Diagnosis is just $39.
- For ongoing packages, which range from $397 to $1,397, I’m happy to discuss payment options so coaching is accessible for those who cannot pay in full up front (to learn more about the packages, schedule some time to chat live or drop me an email).
What qualifies you to be a financial coach?
First, I’ve walked the walk myself: back in my 30s, I built my net worth from negative territory (thanks to six-figure student loans) to over $4.6 million now in my mid-40s—without a trust fund, lottery win, or rich partner. This journey taught me first-hand what really works to create wealth, not just in theory but in daily life.
Second, beyond my personal financial transformation, I bring years of professional leadership and coaching experience:
- I’ve managed and mentored teams in business settings, helping people set and achieve complex goals.
- I’ve worked in strategic roles requiring clear communication, structured planning, and guiding others through change.
- Through my social media platform HowRobGotRich, I’ve shared my own experiences, practical tools, and mindset shifts that have helped people rethink their relationship with money.
Together, this means I don’t just “know” money—I know how to coach, guide, and empower people to take action and reach goals they might never achieve on their own.
What if I have quick questions between sessions?
Each coaching package includes “Quick Questions” via email with a guaranteed response window—perfect for small clarifications or updates.
How do I get started?
Easy:
📩 Email me at founder@howrobgotrich.com or just grab some time directly on my calendar to set up a free 20-minute call to see if coaching is a good fit.
Still have questions? Just ask! I’m here to help you stop dreaming about wealth—and start building it.