Business Details
7 Years
experience
Your Trusted Partner for Financial and Business Coaching Solutions
Since 2000, J. Mattier & Associates has been dedicated to empowering individuals and businesses to overcome financial and operational challenges. Our team of certified financial coaches employs a collaborative, client-centered approach focused on long-term outcomes, behavioral change, and skill development tailored to each client's unique needs. With over 10 years of leadership experience, our President Jay Mattier has guided more than 3,000 clients globally through personalized coaching strategies. We combine practical tools with behavioral insights to help clients achieve financial stability and business growth. Our services integrate virtual coaching, workshops, and financing solutions to accommodate diverse client requirements. We emphasize transparency in our methodology, ensuring clients develop sustainable financial habits and business practices. Our expertise spans business planning, debt management, retirement strategies, and access to capital for small businesses. We maintain strong industry connections through our affiliations with organizations like the SBA and International Center of Worcester. Our commitment to excellence is demonstrated through our track record of client success stories and industry recognition, including the SBA District Directors Award. We continually refine our approach to incorporate the latest financial coaching methodologies while maintaining our core philosophy of empowering clients to take control of their financial futures.
Services
Virtual Coaching
Financial Coaching
Business Coaching
Business Financing
Workshops
Served areas
- Charlotte North Carolina, Mecklenburg County, North Carolina
Details
- Year established: 2019
- Employees: 3
Highlights and features
- I on I Coaching, Workshops, Virtual Coaching
Associations and certifications
- National Financial Education Council
Payment methods
- Credit cards
- Financing available
- Debit cards
What people say
Wonderful coaching session
Helped budget better
Informative and helpful
Positive outlook on life
Achieve personal goals
Services
Virtual Coaching
Our virtual coaching sessions provide flexible access to financial expertise from anywhere. Clients receive personalized guidance through video calls and digital tools. This service helps develop sustainable financial habits while accommodating busy schedules.
Financial Coaching
Personalized financial coaching addresses debt management, budgeting, and retirement planning. We help clients understand spending patterns and create actionable plans. Our approach combines behavioral insights with practical financial strategies for lasting change.
Business Coaching
Business coaching covers planning, marketing, and financing strategies for startups and existing businesses. We provide tools for operational efficiency and growth. Our expertise includes helping entrepreneurs access capital and develop sustainable business models.
Business Financing
We connect small business owners with financing solutions including start-up capital and term loans. Our guidance helps navigate funding options and prepare strong loan applications. We focus on sustainable financing strategies for business growth.
Workshops
Our workshops teach financial literacy and business development skills through interactive learning. Participants gain practical knowledge about budgeting, debt management, and entrepreneurial strategies. Sessions include group discussions and hands-on exercises for skill development.
People
Jay Mattier
President
Jay Mattier has over 10 years of experience in financial coaching and consulting. He has worked with 3,000+ clients globally and received the SBA District Directors Award. Jay specializes in business development and financial empowerment programs.
Robert L. Thomas
MBA
Robert L. Thomas brings 45 years of entrepreneurial experience to his coaching practice. He has successfully established and operated multiple businesses while focusing on community development initiatives. His expertise includes business strategy and personal financial transformation.
Questions
What services does J. Mattier & Associates offer?
We provide virtual financial coaching, business coaching, workshops, and business financing solutions for individuals and small businesses.
How do your financial coaching sessions work?
Our sessions combine behavioral analysis with practical tools to help clients develop sustainable financial habits and overcome debt challenges.
Do you offer business financing options?
Yes, we connect small business owners with start-up capital and term loans through our financing services.
Are your coaching sessions available online?
Yes, we offer virtual coaching sessions accessible from anywhere for flexible scheduling options.
What areas do you serve?
While based in Charlotte, NC, we serve clients nationwide through our virtual coaching platform.