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The Couples Financial Coach

Helping couples who love each other make sure money talks don't get in the way

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Areas of Focus

  • Budgeting
  • Coaching
  • Emergency Savings
  • Family and Money
  • Getting out of Debt

About Me

I'm Adam Kol, The Couples Financial Coach. I help couples who love each other make sure the money conversation doesn't get in the way. I also host the Couples Financial Coach Podcast.

I'm a Certified Mediator with experience as a Tax Attorney and Financial Advisor. I have a Duke Law degree and a Master's in Tax Law from NYU.

I'm also a musician, vegan, and social justice advocate. Through my Pathways to Prosperity Program, numerous couples have achieved financial clarity, teamwork, and peace of mind.

Affiliations

  • FinCon

Location

33071

Meeting Options

  • Video Conference
  • In-Person
  • Group Classes
  • Online Courses
  • Webinars

What to expect in the first meeting

We'll dive into the challenges and goals you and your partner have around money. I'll help you identify the root of the issues and evaluate what next steps will best serve you both.

Education

Juris Doctor: Duke University School of Law; Master's in Tax Law: New York University School of Law; Bachelor of Arts, Economics and Political Science: University of Miami (FL)

Volunteer Experience

(1) Volunteer Income Tax Assistance, Tax Preparer: I prepared tax returns for low-income individuals and families. I also coordinated an additional site where volunteers prepared taxes for individuals with developmental disabilities and/or suffering from mental disorders who were being trained to enter the workforce. (2) Wills Drafting Clinic, Will Preparer: I worked with indigent families to make sure their wishes could be fulfilled even upon death or incapacity. This involved learning and understanding their needs, explaining relevant concepts to them, and construct appropriate documents including wills, living wills, and powers of attorney. (3) YMCA, Mentor: I co-mentored a group of at-risk youth, teaching them resiliency, communication, mindfulness, and other skills through research-backed curricula. (4) Chilis on Wheels, Organizer: Bay Area organizer focused on corporate, community, and volunteer outreach. Empowering people to play their part in the fight to end hunger and homelessness.

Languages

  • English

Hobbies and Interests

  • Animal Rescue
  • Baseball
  • Family
  • Music

Who We Serve

  • Blended Family
  • Couples
  • Dual Income Family
  • Gen Y / Millennials
  • Immigrants
  • LGBTQ
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Special Needs
  • Young Families

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