1:1 Personal Financial Coaching

As financial coaches, we offer expert guidance, education, and support to clients navigating financial decisions. We craft personalized plans that resonate with their values and goals. Our comprehensive services range from debt elimination, increasing savings, and value-based budgeting, to achieving financial goals, planning for debt-free college education, enhancing financial literacy, preventing foreclosure and bankruptcy, managing collections, and building wealth, among others.

How can we work together?

MONTHLY COACHING

Our monthly coaching program requires a commitment of at least four months. This duration is crucial as it typically takes three months to establish a functional budget and cultivate new, healthy financial habits and mindsets. The fourth month is pivotal to ensure you're fully equipped to manage your finances independently. We welcome clients to continue with us for as long as they find it beneficial. Often, after the initial sessions, as progress unfolds, your vision sharpens, goals evolve, and determination intensifies. There's always more to explore and achieve, and your aspirations will naturally expand. We are here to support you every step of the way. Begin with a Deep Dive to gauge the program, or if you're ready for significant change, dive straight into a monthly coaching commitment.

What’s included in our 1:1 coaching sessions?

• A personalized Financial Independance Plan created after Free Consultation

• Monthly Sessions via In-Person (depending on location) or via Zoom for 60-75 minutes

• Check in calls for accountability between sessions

• Email access so your questions don’t have to wait

• Monthly action items to propel you to your goals faster

• Getting Started mini-course - Client Edition with exclusive exercises

• Financial education and coaching on the topics that interest you the most

DEEP DIVE SESSION

Gear up for a dynamic 2-hour session that will delve deep into the intricacies of your financial life. This intensive workshop is perfect for self-starters needing that extra nudge, as well as those curious about financial coaching and looking for a trial experience. Approximately two weeks following your Deep Dive, we'll reconvene for a 30-minute follow-up call to address any lingering questions and review your progress and the actionable steps you've undertaken post-session.

Post-session, you'll be equipped with a practical budget and a savings strategy tailored to your objectives. Whether your aim is to eliminate debt, streamline your finances, safeguard your family's financial future, or master the art of budgeting, our focus will be on your unique circumstances, ensuring you leave with an actionable plan.

Deep Dive Sessions are often the ideal starting point prior to committing to monthly coaching, although they are not mandatory if you feel confident about diving straight into the monthly commitment.