Talking About Money is Vulnerable, It’s Not Always Easy

I know because I’ve been there. As a financial coach, I’ve created a judgment-free environment that will help guide you from struggling to thriving with your money.

THIS PROGRAM IS RIGHT FOR YOU IF YOU NEED TO LEARN HOW TO:

  • SET UP A BUDGET

    • Budget Planning

    • Needs vs Wants

    • Minimalist Mindset

  • SAVE MONEY

    • Developing Savings

    • Emergency Funds

    • Sinking Funds

  • PAY OFF DEBT

    • Credit Scores

    • Debt (Good & Bad)

    • Big Purchases

  • BUILD WEALTH

    • Investing | Real Estate

    • Retirement Planning

    • Passive Income

CUSTOMIZED FOR YOU AND YOUR NEEDS

We offer multiple options for gaining or regaining control of your finances. Our goal is to teach you simple but effective strategies for reaching your money goals.

Here is a snapshot of our typical offerings. We understand that finances may be difficult for our clients, do not let the fear or shame of affording our programs turn you away from financial independence.

We just need a conversation to decide what works best for you in your current situation. Take the first step, contact us today.

Subscriptions

  • Refocus | Gain Control | Set a plan

    3-month commitment

    Weekly Support meetings to:

    • Review your Budget

    • Change your habits with money

    • Set goals and plan to achieve them

    • Support via Calls, Texts in between sessions

    This option does not include access to Assistant Financial Coach videos

  • Refocus | Gain Control | Set a plan
    *This frequency is a recommended minimum, client situation may dictate the increased frequency

    Includes:

    • 2-hour deep dive

    • 1-hour meeting 1 week later

    • Every week sessions of 30-60 minutes for the duration of 3 months

    Support meetings to:

    • Review your Budget

    • Change your habits with money

    • Set goals and plan to achieve them

    • Support via calls & texts in between sessions

    PLUS Access to bonus material:

    • Assistant Financial Coach Videos

    • Accountable Resources: 15 Minute Spending Plan, Weekly Meeting, Priority List, Etc.

    • Access to a Network of partners to help in managing your journey – Tax professionals, Financial Advisors, Insurance agencies, etc.

  • Refocus | Gain Control | Set a plan

    Only available after the initial Commitment program is completed (graduates)

    • The most common is 1 or 2 meetings per month for a duration of 30-60 minutes each

    • Depending on the time and/or complexity of the client's situation