Why a Financial Coach?
Confidence & Reduced Stress: That stress you have from not knowing if you're doing the right thing with your money? Imagine that stress is completely gone because you have the confidence to know you're doing what you need to accomplish your life aspirations.
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Clarify Your Path: Through our time together, you will clarify your life aspirations and learn the necessary skills to make meaningful goals with a solid plan to meet them.
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Lifelong Skills: Learn the skills you need to get out of debt, build wealth, and have the confidence to take control of your own financial life. By the end of our time together, you will feel comfortable moving forward with your finances on your own.
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Encouragement & Accountability: I will be there with you throughout the process cheering you on and providing expertise. As your accountability partner, I will check in on your progress along the way and give you the support you need to see your plan through.
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Knowledge: Ever wonder how to use your 401(k)? What is a health savings account? How do I use a tax credit? Have all your questions answered in a format specialized for adult learners.
Our
Services
Discovery Session
The discovery session is a one-time, 2 hour session to look over your finances and come up with a plan for how to move forward on budgeting, tackling debt, target a specific goal, and other financial questions or concerns you may have.
You will leave with...
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An understanding of where you currently stand financially
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A created budget and ideas for finding space in the budget
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A feeling of clarity on how to move forward on the right path
Financial Coaching Progams
A plan is one thing. Following through on the plan is another. Financial Coaching offers guidance and accountability along the path of achieving your financial goals. Each session will address your questions and concerns, provide a financial lesson with materials developed by a Master educator, and provide next steps on the way to achieving life-changing financial transformation.​
You will leave with...
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A healthy mindset around money
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Clarity of your life aspirations and goals
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A repeatable process for setting a plan and following through to achieve your goals.
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An ability to plan ahead and foresee expenses years in advance.
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An understanding of your savings vehicles and how to best utilize them.
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Confidence that you have the knowledge and skills to carry you forward on your life path
FIRE Program
Financial independence - Retire Early
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Part of the Financial Coaching program, FIRE coaching is specifically targeted toward those who wish to become financially independent, usually before the traditional retirement age. There are specific tricks of the trade for doing this, and you will learn them all throughout this program so that you can gain freedom and spend your life doing what truly matters to you.
Time is a nonrenewable resource, so use it to focus on what really matters.
You will leave with...
​All the benefits of a Financial Coaching Program, and...
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An understanding of what financial independence looks like for you
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The skills & knowledge necessary to achieve financial independence as quickly as possible.
Meet The Pocketbook Professor
Kevin Duncan
I am a Financial Coach and high school math and finance teacher living in Denver, Colorado. Personal finance has always been a big hobby of mine, and teaching finance to high schoolers is a highlight of my day.
When word got out about my knack for personal finance, my teaching colleagues started coming to me with questions about their own finances. I was happy to help because it is what I love to do. It's a wonderful feeling to help others by combining my two passions: teaching and personal finance. This inspired an idea, and the finance teacher became The Pocketbook Professor!
While still teaching high schoolers about math and their finances, I have fun being a Financial Coach after work and on the weekends. I create lessons based on adult learning research to make complicated finance topics seem simple and accessible. Just as I make specialized learning plans for each of my students based on their learning goals, I tailor my coaching sessions to the financial goals of my clients. It is a true joy to help others achieve their goals, and few rewards in life are better than seeing someone take meaningful action that changes their life!