Take the 1st step towards financial relief
Our financial coaching program helps dual income families agree on and make easier financial choices so they can gain financial security and focus on living the life they are called to.
Do you have a financial dream? Of course you do!
Do you know the best way to reach that dream? That’s where most couples struggle. You are busy working, managing your family, and living life. Money typically gets put on the back burner and when it’s time to take charge you both are tired and can’t make decisions without disagreements. Boy have I been there! I work with dual income families because I know the amount of time you have is limited and you want a plan that works. I also know that many dual income families want to transition to single-income families and that is okay! I can’t wait to help you reach your dreams.
Financial Coaching is a personalized approach to help you reach your financial dreams! So many families know they can and should be doing better with their finances but they need a little help. When you go to the gym for the first time you CAN do it by yourself and get results. However, if you hire a personal trainer you will get quicker and more targeted results. Think of financial coaching in a similar fashion. I am here to guide you to quicker and more focused results with your financials.
What will we do?
Coaching starts with an initial Freedom Plan Meeting that takes around 2 hours. This will be done via Zoom. We will talk about where you are right now and where you hope to go. You will be sent a complete budget analysis to fill out prior. Then I will create two budget options: one moderate to aggressive and one aggressive, a debt repayment plan, and savings plan. We will meet once a month for an accountability check in which is the piece that makes coaching really work!
The Details:
2-hour Freedom Plan Meeting
Personalized budget options, debt repayment plan, and savings plan
Monthly Accountability and Coaching Check-ins
Income tax refund planning (if needed)
Financial Strengths and Weakness Assessment
Unlimited access to my inbox for any questions you have during the process.
Coaching Investment is a one time fee plus a smaller monthly fee. Most clients work with me for 1 year monthly then transition to quarterly meetings.
