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CB FINANCIAL
COACHING

Achieve Financial Freedom

About Us

Trusted Coaching Professional

Founded by Chetara B. Lee, C. B. Financial Coaching helps individuals build a strong financial foundation to achieve lasting financial well-being. Over the last decade, she has helped families manage debt and savings and get their finances back on track.


Chetara is passionate about helping others succeed and realize their potential. We use an individualized approach to provide financial education. Let us help you learn and develop better ways to handle the issues that are standing in the way of your goals. Get in touch today to see what we can do for you.

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Services

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Financial Coaching Session

Get the most out of your money

Do you feel like you’re not saving enough money, or you’re overspending every month? As an Accredited Financial Counselor, I can help guide you in getting your finances in order. Get in touch today and start taking control of your money!

Group Coaching Session

Unlocking Organizational Potential

If you are looking for personal finance classes or workshops for your organization, this training is for you! As a Certified Financial Education Instructor (CFEI®), I will ensure that your organization gains valuable lessons around money management, saving, debt and budgeting. You can also request a tailored lesson or a full finance overview.

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Insurance Consultation

Protect Your Assets and Health

A great financial plan includes asset protection and wealth creation. No matter what stage you are in life, we have a plan for you! Contact us today to review your health and life insurance options.

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"Financial Freedom is available for those who learn about it and work for it."

Robert Keyosaki

"I struggled with budgeting each month. I found that I was spending more than I was making and was slowly eating away my savings. I was recommended by a close friend to speak to Chetara. She was so helpful and knowledgeable! I'm thankful that she really helped me develop a plan to fit my needs.

Chetara helped me save $141 per month. We went through all of my expenses and she helped me eliminate debt. As someone on fixed income, this helped me tremendously! I am so grateful for her service! I would recommend her to anyone needing financial help!

Marcus D.

Tina B.

Schedule a Session

Want to hear more about how I can transform your life? Contact me today to schedule a session.

South Carolina

‭(803) 200-9359

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