Are You Ready?
Are you ready to finally accomplish those financial dreams?
Are you ready to punch fear in the face and start to untie the financial knots in your life? Are you ready to finally achieve peace around your finances?
Let's make this happen together.
60 Minute Discovery Session
Complimentary 60 minute meeting.
(Done either in person or by online meeting.)
This step takes about 60 minutes and is no charge.
This is where I learn about you, your dreams and the knots in your life.
Like all good coaches, we glance back at what happened,
but then focus on the future and begin to develop a plan of action to achieve your goals.
Coaching Packages
Cancellation:
Granny Knot
Square Knot
Clove Hitch
Monkey Fist Knot
Eligibility
Eligibility
Maintenance Package – you have been coached for 6 months or more.
You have mostly W-2 income.
You have mostly 1099 income.
Current income doesn’t support basic bills.
Financial Literacy Learn to Budget We will help you craft a budget that works and sticks to the Dave Ramsey Baby Steps. You can opt for Every Dollar (TM) or YNAB (TM) or use my budget excel sheet. We will also teach you how to create and use sinking funds, and “find” money in your budget to put towards debt or a savings goal. The budget will be the focus of most of the coaching sessions.
Financial Literacy Learn to Budget ? We will help you craft a budget that works and sticks to the Dave Ramsey Baby Steps. You can opt for Every Dollar (TM) or YNAB (TM) or use my budget excel sheet. We will also teach you how to create and use sinking funds, and “find” money in your budget to put towards debt or a savings goal. The budget will be the focus of most of the coaching sessions.
Personal
Business
Monthly Budget Review I will review your monthly budget & reconciliation either via e-mail or during the coaching sessions. The benefits are accountability and finding extra monies in your budget to apply to your savings/debt goals.
Monthly Budget Review ? I will review your monthly budget & reconciliation either via e-mail or during the coaching sessions. The benefits are accountability and finding extra monies in your budget to apply to your savings/debt goals.
Phone, e-mail, and text correspondence Phone calls, e-mail, and text correspondence is unlimited and done on an as needed basis.
Phone, e-mail, and text correspondence ? Phone calls, e-mail, and text correspondence is unlimited and done on an as needed basis.
Awareness Budget A good budget starts with awareness. Understanding how much you are spending now is the easiest way to see what can be changed and which items you want to keep in your budget.
Awareness Budget ? A good budget starts with awareness. Understanding how much you are spending now is the easiest way to see what can be changed and which items you want to keep in your budget.
Account with Coach AccountabilityTM An online account that will help you stay on track and make communication easier between us in the middle of the month. I will be assigning tasks for you to do and tracking your progress.
Account with Coach AccountabilityTM ? An online account that will help you stay on track and make communication easier between us in the middle of the month. I will be assigning tasks for you to do and tracking your progress.
Coaching/budgeting Sessions
Coaching/budgeting Sessions
1x 60-minute individual session per month or Join Group Coaching 2x 60 Minute group sessions per month
2x 60-minute individual sessions per month
3x 60-minute individual sessions per month
2x 60-minute individual sessions per month
Price
Automatic Payment
Price
Automatic PaymentOnline Meetings
$149/mo individual session or $99 per month for Group CoachingOnline Meetings
$299/moSignupOnline Meetings
$399/moSignupOnline Meetings
Scholarships Available to reduce price
Feel free to cancel anytime!