Services
FOR INDIVIDUALS
1-ON-1 FINANCIAL COACHING
In our 1-ON-1 Financial Coaching programs, clients work directly with a Financial Coach to develop a strong financial foundation, reduce their debt and build a healthy financial life.
Our 1-ON-1 Financial Coaching Program consists of three to five 1-Hour Virtual Planning Sessions where we take in-depth look at our client’s personal finances and then tailor a step-by-step plan for them to achieve their financial goals as well as some goals that we will establish for them. One month after the plan has been implemented, our clients meet with their Financial Coach for a 1-Hr Virtual Check-In Session to see how the plan is working and if there are any adjustments necessary.
During this first Check-In Session, the client and Financial Coach will determine how often future Check-In Sessions will be scheduled: either monthly, bi-monthly or quarterly.
Cost: $349 for all Planning Sessions and 1st Check-In Session, then $75 for each future Check-In Sessions
Group Financial Coaching
In our Group Financial Coaching programs, multiple clients attend a 4-HR Virtual Class, where a Financial Coach will walk them through the steps of creating their own step-by-step financial plan. Following the class, clients will be able to schedule a 30-Min Check-In Session with a Financial Coach to review the plan they have created.
Cost: $229
FOR ORGANIZATIONS
Live Event Coaching
In our Live Event Coaching program, a Financial Coach will attend your live event and walk attendees through the steps of creating their own step-by-step financial plan. All attendees will be provided with the necessary materials (spreadsheets, digital worksheets and guidebooks) to create their own personal financial plan.
Cost: Book a Free Consultation to Discuss
Speaking Engagements
A Financial Coach will speak at your event on the importance of personal finances and how to develop a solid financial plan.
Cost: Book a Free Consultation to Discuss