Bridg3 Financial Boutique, LLC

Bridging the working class to financial peace & generational wealth

about
Founder and Financial Wellness Coach, Katherine Tyeshia Chatmon, recognized the need for sound, objective financial resources for working class Americans. Often times, the working class is wedged between making too much to qualify for governmental assistance programs, but often falling victim to predatory lending and cycles of debt.
Bridg3 Financial Boutique, LLC was created to educate and empower persons to make sound, financial decisions to build generational wealth while on the path to financial peace.
Bridg3 Financial Boutique provides financial coaching, resources, and low-cost workshops to persons who are ready for transformative change - so they can have more of what money will never buy.

COACHING

1:1, Couple, or Group coaching helps the client(s) create attainable financial goals and a road-map to get there.

CONSULTING

Going through financial problems? Bridg3 can help you sort through the issue and get you back on track.

WEBINARS & WORKSHOPS

Don't have time to dedicate to coaching sessions? Join Bridg3 for monthly workshops and webinars on various financial topics. Q&A follows each event.

Step One - ClarityStep One - Clarity

The first step is to gain clarity where you are in your financial life. This is called a financial snapshot and we look at your income, savings, spending, debt, etc.

Step Two - DreamStep Two - Dream

What do you want your financial future to entail? Here, we explore your personal money story and financial snapshot. This understanding will provide a better picture of - You.

Step Three - DesignStep Three - Design

Third, we design the realistic future you would like based on attainable dreams and goals. Along with the steps to get there.

Step Four - BuildStep Four - Build

This is where you put the practice to work. You will save enough money for short term needs, emergency situations, and long-term needs.

Step Five - ThriveStep Five - Thrive

Not just living - thriving. Not living paycheck-to-paycheck - thriving. You will have the skills and expertise to continue making wise money decisions and build generational wealth.

The Consumer Financial Protection Bureau defines a financial coach as a trained professional who collaborates with and guides their clients to reach their financial goals. The process is personalized and non-judgmental. Financial coaches provide support, encouragement, accountability, and tools to help people make informed decisions.
Financial coaching is a flexible approach and covers a wide range of financial goals:

  • Creating a financial plan
  • Money management
    • Creating a budget
    • Analyzing spending habits
  • Building or repairing credit
  • Creating healthy financial habits 
  • Creating healthy financial goals

A financial coach is someone who will help you understand the basics of personal finance and help you develop and maintain healthy financial habits. Their main job is to empower their clients to reach their financial goals and learn how to handle their finances responsibly. They typically work with clients who want to save money, create a budget, pay off debt or just improve their financial literacy in general.

While on the other hand, a financial advisor is someone who helps you build wealth and prepare for your future through long-term financial planning. While they can advise in all facets of personal finance, they tend to focus on comprehensive financial goals that last throughout your lifetime and beyond. They usually work with clients who want to manage their assets, build an investment portfolio, and plan for their retirement. A financial advisor also helps with taxes, estate planning, health care and long-term care planning.
The answer is: it depends.
Practically speaking, a financial coach will help you set and achieve financial goals and develop better money habits. You should work with a coach if you need help tackling these tasks (and much more):
  • Debt reduction/debt elimination
  • Cash flow and monthly expense planning
  • Helping build or repair credit
  • Talking to your significant other or family about finances
  • Planning and saving for big goals—a wedding, a car, a down payment for a home
  • Strategizing when and how to save for retirement
  • Saving for college
  • Young professionals - starting out financially strong
Remember a dream without a plan is called a wish! No one wins championships by accident. Even world-class athletes have a coach, because the reality is, we never outgrow our need for guidance.  

Money Matters Monday: Back to Square One

Let 2022 be year you finally get your finances in order. Join us for the Money Matters Monday series where we go over financial topics. Money Matters Monday occurs on the last Monday of every month!


  • Date: 5/30/2022 07:00 PM
  • Location Online Event

Price: $10

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