Don’t wait to start living the life of your dreams!
Budget REview
FREE
- I will review your budget and we will discuss ways to cut costs. You will be connected to resources to get you one step closer to your goals. Don’t have any goals? No problem! We can figure them out together.
Financial Assessment
$ 150
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Session One (1 hour): We will review your income, expenses, debts, and assets.
Session Two (1.5 hour): You will receive a detailed picture of your current financial situation with recommended next steps and resources to help you with your biggest financial concerns. Depending on your needs, you may receive the following:
Budget Worksheet
Budget Plan
Debt Reduction Worksheet
Debt Reduction Plan
Credit Score Improvement Plan
3-Month Coaching Package
Starting at
$ 50/mo
- When you need more than just a plan…
- If you want someone to walk beside you, encourage you, and hold you accountable, regular coaching sessions might be right for you. We will discuss what works best for you and you can choose from weekly, bi-weekly, or monthly check-ins.
What is a Financial Coach?
A financial coach helps clients build a better relationship with money and navigate financial obstacles. Financial coaches, also known as money coaches, can help you create a plan, stick to your goals, and keep you motivated as you reach for your dreams. When selecting a coach that is right for you, look for some one who will:
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Work with you collaboratively
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Provide education
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Empower you to achieve financial freedom!
How can a Financial Coach help me?
A coach can…
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Help you develop a healthy relationship with money (yes, it’s a relationship!)
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Help prioritize which debts to pay down first
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Help you identify your goals and develop a plan to get there
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Provide education on wealth-building strategies without you having to worry about if they are trying to sell you on a specific product.
Financial/Money coaches DO NOT offer investment advice, financial planning, a debt management plan or debt consolidation services.