Financial Coaching Packages

work with me

Intertwined with hope, trust, guidance and education.

My financial coaching packages provide personalized experiences that guide families to achieve their financial goals. 

What is a financial coach? A financial coach guides you on your financial journey with one-on-one coaching, accountability, custom budgets, goal-setting, life planning and other services that help you reach your financial goals. Discover what it’s like to be out of debt, building wealth, planning for retirement and using money as a tool for success.

You have the capability to make your family proud.

-Providing needed accountability
-Budgeting effectively to maximize your money
-Eliminating debt (loans, mortgage, credit cards)
-Establishing an emergency fund so that there are no longer financial emergencies, but inconveniences
-Planning for retirement and college with investments and savings
-Building wealth and living financially free!

-Planning for the future rather than stressing about tomorrow’s bill
-Empowered to use your money with purpose with clear budgets and goals
-Relieved to see your debt slowly, but surely eliminated
-Happier knowing that you’re taking the steps necessary to protect your family’s assets
-Driven to continue using positive money habits


My personalized coaching offers assistance with:

With my guidance, you’ll find yourself:

personalized coaching

Deep dive into your financial situation in a one-on-one session. Together, we’ll design a customized plan for your financial and life goals, including guiding you through budgets, spreadsheets, debt-paydown plans, etc. Develop positive habits and uncover effective money mindsets. Various packages are available. 

60-70 minute sessions

1:1 coaching

Share financial insights and mindset shifts in a group setting. I’m available for speaking opportunities at events and workshops on varying financial topics.

Conferences & workshops

speaking

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5 easy steps to transform your personal finances

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