Personal Finance Coaching
Drowning under debt and looking for hope?
Uncertain how to make a budget — that will actually work for your family?
Confused about which expenses are the most important — and which you can cut?
Wondering how to boost your income?
Can’t seem to get on the same page with your spouse when it comes to money?
What you need is a financial roadmap for your family’s unique situation!
As your Personal Finance Coach, I can help you to create an action plan so that you can start WINNING with your money.
Here’s how it works:
Step #1: Send me an email to let me know that you’re interested in Personal Finance Coaching. I’m only taking on one new client per month, so that I’ll have plenty of time to dedicate to YOUR personal needs.
Step #2: I will send you a Personal Finance Survey, which you (and your spouse – if you’re married) will complete. The Survey will contain all sorts of in-depth questions about your family’s finances (Yup, we’re getting personal!), so that I can be prepared for Step 3.
Step #3: We will schedule our coaching session, to be held via video call. If you’re married, both husband and wife need to commit to being available for the call. We’ll chat for up to 90 minutes, giving us plenty of time to discuss my recommendations and answer any questions that you have. At the end of our call, you’ll have a detailed road map, tailored to your personal financial situation.
Step #4: One month after our initial call, we’ll have a 30-minute follow-up session. I’ll check in to see how you’re doing, answer any questions that have come up along the way, and ensure that you’re headed in the right direction.
The total cost of Personal Finance Coaching is $180. This includes all the services detailed above — analysis of your Personal Finance Survey, our Initial Coaching Session, and the Follow-Up Call — as well as answering your email questions throughout the first month.
I am committed to helping you to take control of your finances. I recognize that financial coaching can be expensive, and that for some couples, the price puts it in the luxury category. In this case, attending one of my Budgeting 101 Webinars may be a better choice.
Others view this level of personalized advice and guidance as a necessary investment. As you decide whether this service is right for your family, please feel free to email me any questions you have. I’ll be happy to help you work through your options.