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THE DO OVER
90-DAY PROGRAM

The Do Over 90-Day Intensive Program is designed to provide comprehensive support and in-depth financial coaching for couples looking to transform their financial situation. This program goes beyond introductory courses, offering advanced tools, strategies, and personalized guidance to help you achieve lasting financial success within six sessions over 90 days.

PROGRAM
OUTLINE

  • Pre-Session: Money Mindset Assessment

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  • Session 1: Financial Therapy - Understanding Money Mindset 

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  • Six (6) 60-min coaching sessions via Zoom

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  • Financial therapy sessions (Sessions 2-4)

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  • Customized Financial Plan (Sessions 5-6) 

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  • 3 Complimentary Group Coaching Sessions

MONEY MINDSET ASSESSMENT

PRE SESSION

Begin your journey with our Money Mindset Assessment, designed to uncover the roadblocks and beliefs you have about money. Discover your unique money mindset and gain insight into how it shapes your financial behaviors.

COUPLES FINANCIAL THERAPY: 
UNDERSTANDING
MONEY MINDSET

COACHING SESSION 1

Uncovering deep-seated money beliefs and their impact on your relationship.

  • Reconnect and regain harmony through techniques that improve communication, trust financial and emotional intimacy.

  • Addressing psychological barriers to financial decision-making.

  • Strategies to combat procrastination and take actionable steps towards financial goals.

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By examining these differences and identifying actionable steps, you and your partner will learn to resolve challenges and align your financial goals, thus ending financial friction and embracing financial harmony.

INITIAL FINANCIAL ASSESSMENT & GOAL SETTING

COACHING SESSIONS 2

Comprehensive financial assessment using our advanced financial software.
 

  • Set personalized short-term and long-term financial goals.
     

  • Introduction to the program structure and expectations.

BUDGETING & EXPENSE 
MANAGEMENT

COACHING SESSION 3

  • Detailed budgeting workshop using our financial software.

  • Identifying and eliminating unnecessary expenses.

  • Guidance on how to set up automated savings and investment plans.

  • Using our specialized software to monitor and adjust spending.

  • Monthly review and realignment of the budget based on actual expenses.

  • Introduction to time management tools to balance financial tasks.

DEBT 
MANAGEMENT & SAVINGS STRATEGIES

COACHING SESSION 4

  • Personalized debt repayment plan and strategies to reduce interest costs.
     

  • Consolidation options and prioritizing high-interest debt.
     

  • Setting up an emergency fund to cover unexpected expenses.
     

  • Identifying and prioritizing short-term and long-term savings goals.

INVESTMENT PLANNING & RISK 
MANAGEMENT

COACHING SESSIONS 5

  • Understanding the basics of investing and understanding different types of investments.
     

  • Risk assessment and creating a diversified investment portfolio.
     

  • Comprehensive insurance analysis (health, life, property, and more).
     

  • Ensuring adequate coverage to protect against unforeseen events.

RETIREMENT
& LONG-TERM FINANCIAL 
PLANNING

COACHING SESSIONS 6

  • Setting retirement goals and understanding retirement accounts.
     

  • Strategies to maximize retirement savings and ensure financial security.
     

  • Planning for major life events (buying a home, children's education, etc.).
     

  • Creating a roadmap for long-term financial stability and growth.
     

  • Final review and implementation of the customized financial plan.
     

  • Setting up ongoing monitoring and review mechanisms.

ONGOING SUPPORT:
GROUP
COACHING
SESSIONS

Enjoy three (3) complimentary group coaching sessions to provide ongoing support, share experiences, and gain new insights.
Access to Financial Tools:

  • Continued access to the financial and productivity apps for monitoring progress and making adjustments as needed.

Monthly Check-Ins:

  • Monthly email & Whatsapp chat check-ins to track progress, answer questions, and provide additional support during our business hours: Tuesday - Thursday 10am - 4pm

This intensive 90-day program is designed to provide you with all the tools, knowledge, and support needed to achieve financial stability and success. Through personalized coaching, financial therapy, and continuous support, we aim to empower you to take control of your finances and build a secure future together.

DON'T PROCRASTINATE!

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