Services

Chris Stevick offers a wide range of counseling services to address needs ranging from emergency problem-solving to long-range skill building. Because every client is unique, with different needs, concerns and challenges, Chris tailors her approach to meet each client’s individual needs, concerns, and challenges. Therefore, every client works with her using a slightly different mix of services.

Once you and Chris determine where you want to go, together you can begin to assess which services will help you get there:

Financial counseling

  • Financial triage – Get a handle on your entire financial situation . Do you have enough savings and insurance? Do you carry too much debt? What’s missing in your short-term or long-term planning? Chris helps you see the big picture and figure out what needs to happen first.
  • Rescue and repair – Are you in a pickle? Chris not only helps you assess how deep the hole is and develop an action plan for climbing out, she also provides the coaching and encouragement you need to stick to your plan .
  • Getting to the heart of money issues – If you don’t know how you got where you are, you won’t know how to avoid ending up there again. Chris helps you explore your values, history, and habits so you can cultivate a healthier relationship with your money.
  • Financial organizing – Have you lost track of where your records are? Do you know what’s in them? Chris helps you work toward a filing system that frees you from living your life in crisis mode .

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Money management

  • Debt management – Do you feel overwhelmed by what you owe and to whom? Chris works with you to figure out how much debt you are carrying, how much each debt is costing you, and which ones need to be paid down most urgently so that you don’t take such a big hit every month – and eventually are able to reduce your debt to a manageable level.
  • Spending management – You are investing your life’s energy to earn money . A re you getting the value of your life’s energy when you spend it? Chris teaches her clients, through a discernment process, to approach spending mindfully .
  • Budget management – Chris can help you align and keep track of what is going out out with what is coming in so that you won’t get caught by unexpected bills.

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Skill-building

  • Nuts-and-bolts – From setting up bank accounts to getting bills paid to record-keeping, Chris works with all her clients to ensure that they have the basic money management skills they need to manage their money on a daily basis. basic money management
  • Money skill-building literacy – Chris wants all her clients to live well and happily with the money they earn. She can help you become more comfortable with the language of money and understand what options are out there for the short term and the long term. She can educate you about investments, taxes, expense planning, credit, mortgages, insurance, philanthropy, and your employee benefits, so you are better prepared to listen to recommendations and ask informed questions of insurance agents , mortgage lenders, and brokers . longer term thinking

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Planning and saving

  • Savings planning – What are your hopes and dreams for the near or distant future? A new computer? A new home? An overdue vacation? A satisfying retirement? Braces for the kids? Chris can get you start moving you in the right direction financially, by helping you define your goals and build a practical plan for reaching them.
  • Retirement planning – When do you want to retire? How do you want to live when you get there, and how do you want to live in the meantime? Regardless of how soon you will arrive at that stage in your life, Chris can help you get on a path that will get you closer to your goals.
  • Transition planning – Even when they’re happy ones , life transitions can create financial stress. And they ’re inevitable. Chris helps her clients plan for the financial impact of the foreseeable and unforeseeable upheavals in their lives – marriage, relocation, divorce, a newly-emptied nest, additions to the family, retirement, disability, changes in income – so that a change in cost of living doesn’t leave a family short.
  • Combining finances (e.g., marriage) – When committed couples decide to pool their resources , Chris can help them plan how they want to manage their money together, from setting mutual goals to apportioning expenses to keeping records.

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Money mindfulness

  • You work so hard to earn your money. Do your spending practices bring you the long terms satisfaction that they should? Is your spending in line with your values? Ties into you work so hard to earn what you have – does the spending bring you the long term satisfaction that it should? Is your spending in line with your values? Chris wants to help you find a new relationship with money that transcends just paying your bills.

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