PERSONALIZED FINANCIAL COACHING

Service #1

SMART DISCOVERY SESSION

Session designed to get an overview of your current financial situation and your financial goals. We can get a high level understanding of your financial picture, money challenges, and determine what is keeping you from your money goals. Session includes a customized budget.

  • First step in discovering how to help you live financially smart

  • Clarity and direction on how to move forward

  • Encouragement for a successful financial journey

  • Confidential, non-judgmental, and safe space

Service #2

SMART LIVING PROGRAM $395/month

This program is designed to provide you with valuable tools, resources, and guidance to help you take control of your finances and build a solid financial foundation. Through this program, you will learn essential financial skills such as budgeting, saving, investing, and planning for the future.

This includes a specific focus on understanding your money drivers, behaviors, and habits so that we can provide you with the right proven strategies to help you along your financial journey. This is a monthly pay program and includes a money back guarantee on any unused sessions.

  • Get an entire financial picture with a personalized financial plan

  • Identify personal financial goals (3, 5, and 10 years + beyond)

  • Understand proper allocation of dollars in the most meaningful way

  • Start your financial freedom journey

  • Accountability and Partnering with you every step of the way

  • Confidential, non-judgmental, and safe space


Included (5 month program)

  • 2 Sessions per month

  • In-between session support

  • Personalized budget

  • ALL Living Smart Financial Topics

Service #3

Living Smart Individual Sessions $95

Individual needs vary and this is a way for you to select topics most relative to you or your immediate need/situation.

  • Select financial coaching topics most relevant to the help you need

    • Reframing Money Mindset

    • Spending Habits

    • Budgeting

    • Organizing & Tracking

    • Saving

    • Debt Management/Eliminations

    • Credit Education

    • Passive Income Strategies

  • Flexibility in how you want to achieve your financial goals

  • Confidential, non-judgmental, and safe space

Still have questions?

FREQUENTLY ASKED QUESTIONS

  • Financial coaching is a personalized approach to helping individuals improve their financial well being. As a financial coach I will work with you to assess your current financial situation, set achievable goals, and create a customized plan to help you reach you financial goals. Whether you need help with budgeting, saving, investing, or debt management, financial coaching can provide you with the tools and guidance you need.

  • Financial advisors manage money for clients in the form of investment portfolios and creating comprehensive long-term financial planning. Financial coaching is more hands-on and focuses on helping you develop skills and habits needed to effectively manage you finances. It provides you with ongoing support and accountability to help you stay on track towards your financial goals

  • Yes! Financial coaching is beneficial for individuals at all income levels. Whether you are just starting your financial journey or looking to optimize your finances as a high-income earner, financial coaching can provide you with guidance and support.

  • No, I do not, Those require professionals like financial advisors, planners or certified public accounts.

    I am however, happy to refer you to other professionals that offer those financial services.

READY TO GET STARTED?

Ready to take control of your financial future? Schedule your free financial discovery consultation with me today and start on the path towards financial success.

SCHEDULE A FREE CONSULTATION