Life and a Budget Financial Coaching
Being financially successful goes beyond creating a goal and working a plan. Without successful habits, you may find yourself continuously struggling. Work with me one-on-one in my private coaching programs designed to help you get out of debt, save more money, improve your money mindset, and begin your journey towards financial freedom.
Sometimes all you need is a quick chat with someone about your financial goals.
Maybe you want to do better with your finances and you just don’t know where to start.
Or maybe you’re pretty okay when it comes to money management, but you don’t know how to flesh out your short-term or long-term financial goals.
If you want to chat with someone who’s been in your shoes, who can hold you accountable and will not look at you sideways, a quick 30-minute money talk is perfect for you.
In a 30-minute money talk, we can discuss your financial goals or your greatest financial concern and narrow in on the action steps you need to take to achieve your financial goals.
Cost for a 30-minute money talk – $50.
During our 90-minute coaching sessions, we can discuss many topics. We will focus on the financial area of greatest concern to you and I will give you some recommendations on creating your plan of action in this area of your finances.
Two popular topics of concern are debt repayment and budgeting; therefore, you have the option of the two strategy plans below or we can discuss some of the topics listed separately below.
Debt Repayment Coaching:
– 3 short-term and 3 long-term debt goals
– evaluate debt #’s, interest rates, and balances
– create debt payment plan (client’s choice – snowball or avalanche)
– strategies to stick to debt repayment plan
Budget Breakdown Coaching:
– discuss (or develop) 3 short-term goals to include in your budget breakdown
– analyze spending to identify money leaks
– create a written realistic budget
– education to maintain budget
– free templates and spreadsheets
Other topics we can cover:
Overspending, Savings, Credit, Understanding Your Money Mindset and How it’s Gotten You This Far, Developing a Healthy Money Mindset and Identifying Your Values, Value-Based Spending, Investing.
Cost for a 90-minute session – $147
Get on the path to financial freedom with my custom personal finance coaching program.
In this program, consider me your money coach, responsible for holding you accountable to create and take action on a financial plan that will help you reach your financial goals.
Not only will I help you develop plans for your financial success, I will work with you to help you develop the mindset and habits you need to be financially successful.
Here’s what you’ll get in this coaching program:
– unlimited emails
– 6 (1 hour) video or phone calls completed over a 3 month period (2 calls per month)
Your coaching program will focus on your major area of concern and the following topics:
– short-term and long-term financial goals
– tracking your spending habits to determine areas to improve on
– plugging money leaks
– understanding your relationship with debt
– building healthy credit habits and credit repair
– creating a realistic budget that works for you
– saving and investing
– money mindset and your money values
– creating a plan for retirement
– building a legacy for your children
Here’s an example of how a potential coaching program progresses: (All programs are tailored to each individual’s need)
Coaching Session 1 (Orientation 1 hour )
On call 1, we will discuss your main area of financial concern, your financial goals (short-term and long-term), and assign any related tasks that will help you as you move through the coaching program. For example, if you need help creating a budget or you overspend, you may need to track your expenses or gather all of your expenses for the past 30 days prior to our next call.
Coaching Session 2 (Plugging Money Leaks 1 hour)
On call 2, we will create a budget that works for you, while focusing on ways to plug your money leaks. With your budget in place, we can then determine how to create a proper debt repayment and savings plan that will help you achieve your financial goals.
Coaching Session 3 (Money Values and Money Mindset 1 hour)
On this call, we will discuss how your money beliefs may currently be affecting your finances and address any hurdles you need to overcome to become financially successful. We will discuss your strengths and weaknesses when it comes to money management and help you tackle the mindset issues to overcome them.
Coaching Session 4 (Understanding Your Relationship With Debt and Putting Credit In Its Proper Place, 1 hour)
Once you understand your current money values and have a plan in place for tackling money mindset issues, you’ll be in a better position to understand your relationship with debt and how to officially break up. You will already have the plan in place to tackle debt repayment, but you need to understand your relationship with debt and how it’s holding you back to break the cycle. We’ll also put credit in its proper place in your financial plan so you can stop derailing your financial goals.
Coaching Session 5 ( Legacy Building, Retirement, and Savings 1 hour)
We will discuss how to plan for retirement, long-term savings, and building a legacy by making sure you have proper protections in place for you and your family)
Coaching Session 6 (Closing Session 1 hour)
We will review the goals you came up with during the coaching program. We will also discuss your progress and how to keep the momentum going now that the coaching program is coming to a close.
Cost for the 6-hour Coaching Program Package – $647