FINANCIAL COACHING FOR INDIVIDUALS
WORK WITH ME
Take the first step and end Financial Procrastination today!
AREN'T YOU TIRED OF THE STRUGGLE?
I know I was a long time ago when I decided to finally take control of my money instead of it controlling me month after month. It's easier than you think to take back control and we're here to show you how.
Scroll Down To Choose the Program That's Right For You
BUDGET RESCUE
Our Budget Rescue service is designed for those who need flexible, on-demand financial guidance. Start with an initial financial consultation to assess your financial health, set goals, and create a preliminary budget to help you get back on track with your finances.
This is great for new clients who would like to try our services before making a long-term commitment.
Follow-up sessions are available through our bi-weekly plans and provide detailed budgeting assistance, expense tracking, and strategies to keep you on track. ​
Initial Consultation (FREE with bi-weekly Plan)
HERE'S WHAT'S INCLUDED
-
Comprehensive financial health assessment where we take a deep dive into your current financial state
-
Financial goal planning session (Long and short-term goals)
-
Your downloadable personalized financial plan with all the necessary steps to get you on the right path for financial success.
(only included on the 3-monthy bi-weekly plan -
best value or a higher paid plan)
I WILL HELP YOU
Create a customized budget
Track Expenses
Adjust financial goals as necessary
Stick to the financial plan created just for you.
THE LONG HAUL
This program is perfect for those committed to achieving long-term financial wellness. Enjoy the convenience of continuous budget monitoring and adjustments, and access to a wealth of exclusive educational resources.
Personalized financial goal planning targeted at helping you achieve specific dreams like buying a car, house, etc. and ongoing support to ensure you stay on track. This membership provides comprehensive support and accountability to help you achieve and maintain your financial goals.
I WILL HELP YOU
Create & maintain a customized budget with Continuous budget monitoring and adjustments
Access to exclusive educational resources (articles, videos, webinars)
Personalized financial goal planning & tracking
Ongoing support and accountability through email and chat
Quarterly financial health reports
Initial Consultation (FREE with this plan)
VIP Financial Concierge Service
Experience ultimate support in personalized financial management with our VIP Financial Concierge service. This all-inclusive program starts with a comprehensive financial assessment and a detailed budget creation tailored to your needs. As a V.I.P we manage your budget, track your income and expenses, and provide monthly financial health reports. Regular consultations ensure your goals are being met, and you have access to continuous support, educational resources, group webinars, workshops, and discounts on additional services. Let us handle the details while you enjoy peace of mind and financial stability.
HERE'S WHAT'S INCLUDED
-
Initial Financial Consultation
-
Monthly budget updates and adjustments
-
Continuous tracking of income and expenses
-
Monthly financial health reports
-
Regular consultations to review progress and adjust goals
-
Email, & chat support for ongoing queries and advice. Phone support available for motivational encouragement.
-
Access to educational resources and tools
-
Group Webinars and Workshops
-
Discounts on Additional Services (e.g., tax planning, debt management, savings plan implementation & tracking)
I WILL HELP YOU
Create & Maintain a customized budget
Track Expenses
Adjust financial goals as necessary
Stick to the financial plan created just for you.
remove the stress of having to update your budget or financial plan yourself
HOW IT WORKS - THE PROCESS
1
Initial Assessment &
Goal Setting
We first evaluate your financial health and set clear goals, providing a personalized financial plan to get you started on the right path.
2
Customized Coaching &
Strategy Implementation
Using our financial software, we offer a holistic picture of your finances including detailed budgeting, expense tracking, savings and retirement plans. Then through regular coaching sessions, we adjust your financial goals, develop effective strategies, and set up automated systems for bill payments and savings to streamline your finances.
3
Ongoing Support & Progress Monitoring
Based on your pricing plan, our continuous monitoring ensures your budget stays updated and aligned with your goals. You'll receive monthly financial reports and have access to educational resources and expert guidance through email, phone, and chat support, keeping you accountable and on track to achieving your financial goals.
Here's what will happen when you sign up for one of our financial coaching plans
Not sure where to start, book your complimentary discovery call today!
FREQUENTLY ASKED QUESTIONS
Answers to common queries about individual financial coaching our clients have, before starting their financial wellness journey.
-
What's Included in the Coaching Packages?Our coaching packages include personalized sessions & financial plans, access to exclusive financial software and resources, follow-up materials, email support, and progress tracking tools to ensure you're on the right path.
-
Is There Any Post-Session Support?Absolutely! Based on your plan you will receive a summary with actionable steps based on your personalized financial plan after each session or a monthly financial report. Additionally, email or chat support is available for any questions or clarifications you might have in between sessions.
-
What is an Initial financial consultation and why do I need it?Initial financial consultations provide insight
-
What If I Need to Cancel or Reschedule my coaching session?We understand that unforeseen events can occur. If you need to cancel or reschedule, please give us at least 24 hours notice to avoid any fees or charges. Please read our cancelation policy at checkout thoroughly before proceeding or access our full terms and conditions page HERE.
