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Financial Coaching Plan 

There are three stages you'll go through with financial coaching:

  1. Complimentary consultation

  2. Monthly coaching sessions

  3. Accountability and Next Step Session

Complimentary Consultation

Your complimentary consultation is your opportunity to share your thoughts, emotions, and goals regarding your finances.

At this time, I will share with you the plan and steps we will take to reach your goal.

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This  also gives you an opportunity for you to determine if I am a good fit for you as your financial coach.

Monthly Coaching Sessions

Based on your situation, we will agree upon a minimum number of months to work together (i.e. 3 months, 6 months, etc.) and the cost per month. 

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In the first month, we will meet regularly to establish your goals, build your budget, and set-up your emergency fund plan.

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In the second and third month, if you have debts, we will structure your "Debt Snowball" plan to pay them off. If you don't have any debts, we will build your 3-6 months of expenses saving plan.  

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In the remaining months we will celebrate victories, address any mistakes/struggles, review your budget, assess your progress, and restructure if your circumstance changes.

Accountability and Next Step Session

In this session we will review to make sure you are sticking to the plan and taking accountability for every step. We will also address any pain points or struggles.

If your are ready, we will start planning the steps of your financial freedom;

  • Invest 15% of your income (ROTH IRA, Pre-tax retirement, etc.)

  • Start a college savings plan for your children

  • Paying-off your home early or plan to purchase a home

  • Build wealth and give

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