1:1 Training Sessions
Money is personal, and so is our support. Pathway offers free one-on-one financial coaching to help you build confidence, make informed decisions, and move forward with your goals. Whether you’re navigating everyday finances or planning for the future, our advisors are here to walk with you.
You don’t need to be enrolled in a full program to access this service. Coaching is available to any adult or small business owner in Kansas City looking for guidance, clarity, or a fresh start.
What Can We Talk About?
No two coaching sessions are the same — and that’s exactly the point. Your advisor will meet you where you are and help you create a plan that fits your goals, your pace, and your life.
We can help with things like:
Personal Finance
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Build a monthly budgeting plan that fits your lifestyle and income
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Review your credit report and create a personalized credit improvement strategy
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Create a realistic debt reduction plan for credit cards, loans, or medical bills
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Plan for major life decisions like buying a car, renting an apartment, or starting a family
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Set up a savings strategy for emergencies, vacations, or long-term goals
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Navigate job changes, income shifts, or other financial transitions with more confidence
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Learn how to protect your identity and financial accounts from fraud
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Compare banking options, credit unions, and online financial tools
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Set short-term and long-term financial goals — and take clear steps to reach them
Small Business
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Review or build a clear, actionable business plan
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Analyze your business budget, cash flow, and expense tracking systems
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Understand the basics of business taxes, bookkeeping, and financial reporting
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Explore pricing strategies to improve your profit margins
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Talk through how to access small business funding, loans, or grants
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Plan for growth, scaling, or expansion opportunities
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Prepare for meetings with banks or investors by reviewing financial documentation
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Develop or refine your marketing plan and sales funnel
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Address HR and staffing issues, like hiring, managing, or onboarding team members
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Get referrals to trusted professionals in our network, including CPAs, business attorneys, and marketing consultants
Our sessions are always confidential, judgment-free, and completely free, thanks to the support of our donors and partners.
How It Works
Getting started is simple:
Step 1: Book Your Session Online
Use our simple online booking page to choose a time that works for you. No back-and-forth emails — just pick a slot that fits your schedule, and you’re in.
Step 2: Meet with Your Advisor
Your one-on-one session is a chance to talk through your goals, ask questions, and get personalized guidance from an experienced coach.
Step 3: Move Forward with Confidence
Walk away with clear next steps, tools, and encouragement. And if you want ongoing support, we’re here for that too — just book another time when you’re ready.
Let’s Take the Next Step
You don’t have to figure everything out on your own, and you don’t need to have it all together to get started. Whether you’re facing a financial challenge, running a small business, or simply trying to feel more confident about your money, we’re here to walk alongside you.
Our one-on-one coaching sessions are free, supportive, and designed to meet you exactly where you are. There’s no judgment, no pressure — just honest guidance, practical steps, and someone in your corner who wants to see you succeed.
If you’re ready to take the next step toward financial clarity, stability, or growth, we’re ready to meet you there.
Prefer to Start in a Group Setting?
We also offer free workshops throughout the year that cover many of these same topics, like budgeting, credit, and small business finance. They’re a great way to build your confidence and get familiar with the subject before diving into a one-on-one session. If that sounds like a better fit, check out some of our upcoming events to see what’s coming up next.
