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

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.
  Coaching Rewards (see below)
Coaching Rewards (see below)
  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 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 Payment
Online Meetings
As low as $75/mo**
Online Meetings
$239/mo
Signup
Online Meetings
$279/mo
Signup
Online Meetings
Scholarships Available to reduce price

**Coaching Rewards
After several months most folks feel they need less support. Typically, no later than month #7 or #8 of coaching. For some it is earlier. When you are ready to drop down to one meeting a month, you will receive a reduced rate based on goals you have accomplished.

Coaching Rewards Example: If you saved a $1,000 emergency fund, cut up all credit cards, reduced your debt by $3000 and went cash, then your monthly payment would be reduced by $120 making your package $119 a month.

*Monkey Fist: Your coaching rewards apply to the full price of either Square Knot or Clove Hitch Package.

Cancellation:
Feel free to cancel anytime!

Coaching is not a sign of weakness. 
It is a path to greatness.

J.T. O'Donnell