WORK WITH ME

SERVICE 1

Weekly Coaching Session | We can negotiate a fee | Paid monthly

Under my weekly coaching session, I ask for a minimum of a 3-month commitment. It takes an average of 3 months to learn a new habit like budgeting.

BULLET POINTS ABOUT WHAT’S INCLUDED:

  • We will meet once a week for a 1-hour session via zoom or in person(if local).

  • Create some financial goals.

  • Create a budget.

  • Create a plan to pay off debt.

  • Learn about your money habits and how to create new habits.

  • Create an emergency fund.

  • There will be some home to complete.

  • There will be some goals to meet before moving on to the next phase of the plan.

  • You will receive an inflation survival guide.

“You worked too hard to be broke!” It’s time to take control of your money. If not now when?

SERVICE 2

Intense Dive Coaching Session | We can negotiate a fee |

This is a 2-hour intense session where we will cover the ins and outs of your day-to-day financial situation. This session is great for the DIY’ers who need a little push to get off on the right track.

BULLET POINTS ABOUT WHAT’S INCLUDED:

  • We look at your finances.

  • We set some goals.

  • We decide what it will take to accomplish those goals.

  • We make a written plan.

  • We meet for a 2-hour, via zoom or in person (if local)

  • We will set up everything you need to get started.

  • You will receive an inflation survival guide.

  • After 2 or 3 weeks will have a follow-up meeting to check your progress.

“You can not blame your way to a better life. But you can work your way to one”.

SERVICE 3

Hourly Coaching Session | We can negotiate a fee

We focus on financial concerns of your choosing.

1-hour or 2-hour sessions available.

meeting via zoom or in person( if local)

BULLET POINTS ABOUT WHAT’S INCLUDED:

  • Saving for emergency

  • Paying off debt’

  • Saving a rainy-day fund

  • Saving for a home

  • Setting up for retirement.

  • Estate planning.

  • An inflation survival guide.

LET’S WORK TOGETHER!

Click to schedule your free 15-minute phone call.

SCHEDULE TODAY

FAQs

What is financial coaching?

For many people, dealing with their money and finances can be overwhelming and intimidating. When starting out, many discover Financial Advisors are only interested in managing their portfolios. or their portfolio isn’t extensive enough for the advisor (yet!). And this is when most people discover Financial Coaching.

What is a Financial Coach?

Financial coaching is a specialist who can assist you in better understanding your personal finances while developing and maintaining good financial habits. Their primary purpose is to assist their clients in achieving their financial objectives and learning how to manage their money wisely.

Why would I pay for financial coaching, when I’m trying to spend less money?

My coaching program will free up way more money than it will cost you. The value you will get from my coaching far outweighs the monetary costs.

The truth is, when you pay for something, you have skin in the game- you show up differently.

Is financial coaching for everyone?

No. Coaching is not for you if…

  • you aren’t coachable

  • you don’t want to do the work

  • you’re unwilling to change

  • you don’t like feedback

  • you think it will be easy

  • you don’t show up

  • you don’t want to talk about your financial situation