Coaching |
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* Shame or anxiety about money
* Money avoidance
* Credit card debt
* Overspending
* Sticking to a budget
* Building up your savings |
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Assess Your Money Landscape |
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Identify your money stress points |
Fill out questionnaires that dig deep into your money experiences, mindset, and habits. |
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Lay out your current financial situation |
Figure out where all of your money goes by putting your expenses, income, and spending into a comprehensive budget spreadsheet. |
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Develop a plan to reach your financial goals |
Come up with realistic steps to reach your goals, whether it's a debt payment or savings schedule. |
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Support You with Education and Advice |
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Provide non-judgmental guidance and support |
Feeling tempted to buy something that is out of your budget? Send an email and get support to stay on track without shame. |
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Answer any questions you may have in real time |
Need something explained or researched? Send an email and you'll get the information. |
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Hold you accountable when you need it most |
Regular sessions that will ensure that you stay on track for your financial goals. |
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Leave You With the Tools You Need |
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Help you build good money habits |
Shift or replace current money habits with new habits that make it easier to meet your goals. |
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Develop and implement budgeting and savings systems |
Tracking spending will become an easier habit, and you can automate savings and debt repayments. With systems in place, you won't have to think as much about your money. |
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Prepare you to make your future money decisions with confidence |
As you pay down debt and reach other goals, you'll become more confident in your ability to make financial decisions. |
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### **Financial Coaching Intensive**
Perfect for someone who wants to get pointed in the right direction or who is looking for answers to specific questions.
* **One** two-hour Zoom audio session to identify the current shifts and changes you can make in your finances to feel more confident and capable of reaching your goals
* A personalized budget spreadsheet so that you can get your financial lay of the land
* A post-session recap outlining your next steps (so you know exactly what to do after our session)
* Customized resources such as books, podcast episodes, and articles (to help you reach your financial goals)
* **Two weeks** of unlimited email support following the session
**Investment:** $750 |
### **Accountability Partnership**
Don't think one intensive session will be enough to keep you on track? Once you've completed the intensive, sign on for an ongoing partnership so that we can discuss your current struggles, explore opportunities, and check in on your financial goals.
* **One** 30-minute Zoom check-In per month for **three** months
* **Unlimited** email support so that you're never alone
**Investment:** $975 ($325 per month) |
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