Financial Coaching Services

Financial Coaching

20 minute Complimentary First Step Session: This is a opportunity for us to get to know each other and what you are looking for. This session is used to see if this is a good fit for the both of us before we start our financial coaching relationship. Feel free to ask questions as we will ask questions to get to know your situation, goals, and how assist you to meet your goals.

 

If you decide to participate in a 6, 9, or 12 month coaching plan you will receive:

Month 1: 2 hour Zoom or phone session where we will do a deep dive of your budget and goals followed up with homework and recommendations. We will create a debt elimination plan analysis. Each week you will have a 15 minute check in to discuss challenges, success or any additional help needed (except for the week of our meeting).

Month 2-5: 1 hour monthly Zoom or phone session where we will work towards eliminating debt and achieving goals. Each week you will have a 15 minute check in to discuss challenges, success or any additional help needed (except for the week of our meeting). You will also receive homework and recommendations.

Month 6: 1 hour monthly Zoom or phone session where we will compare where you started and where you are now. This will help us figure out if need to adjust or set new goals. We will continue to have our weekly 15 minute check-ins until the completion of your coaching program!

Month 7-8 : 1 hour monthly Zoom or phone session working to achieve you goals. We will continue to have our weekly 15 minute check-ins and homework and recommendations.

Month 9: a 1 hour monthly Zoom or phone session where we will compare where you started and where you are now. This will help us figure out if need to adjust or set new goals. We will continue to have our weekly 15 minute check-ins until the completion of your coaching program!

Month 10-12: 1 hour monthly Zoom or phone session working to achieve you goals. We will continue to have our weekly 15 minute check-ins and homework and recommendations.

Month 12: a 1 hour monthly Zoom or phone session where we will compare where you started and where you are now. This will help us figure out if need to adjust or set new goals. We will continue to have our weekly 15 minute check-ins until the completion of your coaching program!

Specific goals

Price varies due to goal: We are here to help you plan and achieve specific financial goals that you would like to reach. Whether it is wedding planning, buying a home, vacationing, buying a car, saving for retirements, preparing to send your kids to college, etc. Whatever it is, we can help you reach your goals.  We offer a 1 month to 3 month plan personalized in guiding you on the steps you need to take. Let’s talk about your goal and see which plan will work for you.

Budgeting

$49.99/month: Hey we get it, you don’t have time to set up your monthly budget. You may have a hard time staying motivated and focused. That is what we are here for. Send us a copy of your bills and we will create a budget for you that will include your initial net zero budget and recommendations for changes and ways to improve on saving.