Getting Started
I listen. WE come up with a plan. You SUCCEED.
Budgeting
I don’t care if you call it budgeting, money management, a money plan… it doesn’t matter what it’s called. What does matter is that you have a plan for your money. If you’ve never had a budget before or don’t know where to begin, it’s ok! That’s why I’m here. When you have a plan, you are in control!
Debt Relief
Do you feel like your DROWNING in debt and can’t see the light at the end of the tunnel? Don’t let your debt continue to control your life. Book a session today to come up with a plan to pay off your debt so you can keep that hard earned money for yourself!
Saving Money
If you lost your job tomorrow, would you be able to pay your bills this month? Having an emergency fund gives you peace of mind. You need a buffer between you and life when life decides to knock you down. Let’s create a plan to make sure you are prepared next time life throws it’s punches at you!
A financial coach is like a personal trainer…. but for your money!
As a COACH, I will teach you, guide you, support you and be your cheerleader!
I can help you learn how to budget, save money, get out of debt, create good money habits, and understand your emotions and mindset around money!
I do NOT sell insurance, tell you how/where to invest your money, and I don’t do anything with taxes or estate planning.
There are no hopeless situations,
only people who have grown hopeless about them.
-Andy Andrews
Step 1
The Discovery Call
- Our initial meeting!
- It's free!
- We schedule a time that works for both of us to talk on the phone.
- 15-20 minutes long.
- I ask questions about what kind of money problems you are experiencing and see if I can help you solve them!
Step 2
Deep Dive Session
- 1.5 to 2 hours long.
- We meet virtually via Zoom.
- We take a detailed look at your financial situation.
- We discuss your numbers, your goals, etc.
- We create a personalized plan to get your started on your first goal.
Step 3
On-Going Coaching
- If we decide to continue on, I ask for a 4 or 7 month commitment.
- Changing your mindset and habits takes time.
- We meet virtually via zoom.
- We meet once every week for the first month and then every other week for the remaining months.
1:1 Coaching Sessions & Packages
Discovery Call
Free
This is a FREE call that allows me to see if I will be a good coach for you. It will be between 15-20 minutes long. I ask you some questions, see what you are struggling with and we see if we will be a good fit for each other.
2 Hour Deep Dive Session
$197.00
If we are a good fit for each other, we will meet one on one to review your current financial situation. We will define your goals and create a personalized plan to accomplish the first goal you want to reach.
4 Months of Coaching
$447 Per Month or
$1,609 Paid in Full (10% discount)
You will receive a total of 10, one hour sessions. The first month consists of weekly coaching sessions and then a session every other week after that. In this program we create a plan, get organized with a budget, create new systems and habits and then focus on meeting your dreams and goals.
7 Months of Coaching
$347 Per Month or
$2,186 Paid in Full (10% discount)
You will receive a total of 16, one hour sessions. The first month consists of weekly coaching sessions and then a session every other week after that. This program focuses on the big picture. We will look at your entire financial life – your guiding principles, your mindset about money and how to look beyond paying off debt and getting 6 months of savings set aside.