Financial Coaching Packages
Turn your financial anxiety into financial serenity!
Turn your financial anxiety into financial serenity!
Turn your financial anxiety into financial serenity!
- All packages will help you build on your Get Started! Session.
- Empathetic, nonjudgmental, and professional guidance - let's get this party started!
THE FOUNDATION PACKAGE
Turn your financial anxiety into financial serenity!
Turn your financial anxiety into financial serenity!
THREE MONTHS
Includes:
- 8 one-to-one 60-Minute Zoom or or in person sessions
- Email support for three months
- Choose the type of spending plan that works for YOU using the budget worksheet co-created in your Get Started! Session
- Organize your finances
- Tweak your spending plan
- Strategy for obstacles, including irregular and non-monthly expenses
- Identify your short and long-term goals and set timelines
- Plan ahead for months into the future
- Gain financial clarity and confidence!
STAYING THE COURSE PACKAGE
GOING THE DISTANCE PACKAGE
GOING THE DISTANCE PACKAGE
SIX MONTHS
Features
- 14 one-to-one 60-Minute Zoom or or in person sessions
- Includes all of The Foundation AND:
- Prioritize your dreams for the future
- Align your values with your goals and dreams
- Track progress on short and long-term goals and revise timelines if needed
- Challenge your limiting money beliefs
- Set up financial policies
- Plan for months and years into the future
- Transform your finances!
GOING THE DISTANCE PACKAGE
GOING THE DISTANCE PACKAGE
GOING THE DISTANCE PACKAGE
TWELVE MONTHS
Features
- 20 one-to-one 60-Minute Zoom or or in person sessions
- 6 one-to-one 30-Minute Zoom or or in person sessions
- Email support for twelve months
- This package is an extended version of the Staying the Course package for people who need extra time to gather their financial documents, to process the changes, or want a move at a slower pace.
- Your life will change as you gain financial confidence and clarity! Transform your finances!