Personal Finance Coaching with Mara

 

Personal Finance Coaching

Personal Finance Coaching

Drowning under debt and feeling hopeless?

Tired of trying, and failing, to make a budget that your family can actually stick to?

Confused about which expenses are necessities, and which are not?

Wondering how to boost your income?

Need help getting on the same page with your spouse when it comes to money?

As your Personal Finance Coach, I will examine your current financial situation, talk with you about your goals, and help you to create a personalized financial roadmap to reach them.

No two families are the same. No two plans should be the same either. Together, we will come up with a plan that addresses your family’s unique income, expenses, priorities and values.

Here’s how it works:

Step #1 | Sign Up

Fill out this form to let me know that you are interested in Personal Finance Coaching. I only take on two new clients per month, so that I have plenty of time to dedicate to YOUR personal needs.

Step #2 | Schedule Your Appointment

Select a time for your Personal Finance Coaching appointment. Note that I block off two hours for your session, as I have found that most clients use all of the time.

Once you have registered, I will email you a link to join our video conference call.

Step #3 | Complete the Survey

After you sign up for your appointment, you will receive a link to my Personal Finance Survey. The survey contains all sorts of in-depth questions about your family’s finances (Yup, we’re getting personal!), so that I can be prepared for Step #4.

Step #4 | Personal Finance Coaching Session with Mara

At the scheduled time, we will meet for up to 2 hours to discuss your goals, opportunities and challenges. By the end of the call, you will have a clear roadmap to meet your financial goals and a detailed check list of next steps.

Step #5 |  Follow-Up Session with Mara

About one month later, we will schedule a follow-up call of 30-45 minutes. We will check in to see how you’re doing, answer any questions that have come up along the way, and help to ensure that you are headed in the right direction.

The total cost of Personal Finance Coaching is $250. This fee coves 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 recognize that financial coaching can be costly and for some, the price puts it in the luxury category. 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.

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