Services

 
 

Financial coaching and other services to suit your needs.

 

Services

3-Month Clarity Group Session- $697

The 3 month Clarity Group Sessions are geared towards helping you build a clear concise financial plan. We will work together to challenge mindsets, financial values, and create a budget that is realistic to your lifestyle as well as your money goals. We also tackle other topics such as investing, buying a home, building a financial legacy, and much more. Everyone will get access to a private Facebook group, unlimited email support, and a workbook. We meet every other week for an hour which will give you time to do Success work.

3-Month Financial Strategic Session $997:

If you are self-disciplined, have this budgeting thing down, and know what your financial goals are but are missing a plan, this is for you. Our 3-month Financial Strategic Session is what you need. We will meet every other week to discuss what is financially important to you and how you will get there. working on strategies for you to achieve your financial goals. You will leave with a game plan that will allow you to move to the next level.

“I Am Committed” Sessions:

I am Committed Sessions are only held after someone has either finished either the 3 Month Clarity Group Session, 3-Month Financial Strategic Sesiion, 3-month Fincial

Dreamer Session:

Dreamer Session is a way for us to determine what your dreams look like for the next part of your journey. You are out of debt. (YESSSS!) However, you haven't thought about what comes next or how to get there! Schedule now to get insight on

Workshops:

Financial Coaching

When you decide to participate in a 3-month coaching plan you will receive the following:

Month 1-3: a 1-hour Zoom or phone session where we will do a deep dive into your budget and goals followed up with Success Work. Week 1 we will meet for 2 hours to discuss your goals, budget, and more. Week 2, we will meet for an hour. Then we will begin meeting every other week for an hour. This gives you momentum and allows you more time to address any additional items. You will receive a private portal to upload and receive correspondents.

3 Month “I Do” Marriage Financial Coaching- $997:

Month 1-3: a 1-hour Zoom session where we will do a deep dive into your budget and goals followed up with Success Work. We will create a debt elimination plan analysis. Every other week we will tackle money and marriage, communication, creating a financial legacy, credit together, and much more.

3 Month “Let’s Walk Down The Aisle” Financial Coaching- $997 :

Congratulations, you are engaged! Now here is the hard part….Decisions, Decisions, Decisions! Our job is to help you individually and as a couple makes the financial decisions that will impact your finances and your wedding or elopement! If you are looking to eliminate debt or increase savings and be on one page regarding the wedding finances while building financial confidence as a team then this is for you. Every other week we will meet as a unit for a 1 hour meeting to discuss money challenges, successes, goals, debt, venues, wedding cost and much more.

3 Month Business Financial Coaching $1497

If you have a business and want to work towards making your business profitable and make the hard decisions. This is for you.

*We can add personal financial coaching at an additional cost. (Please inquire at the 30-minute call.