Services
I offer a variety of coaching options to fit your individual financial needs.
Group Coaching (Best Value)
This is my newest service offering! My 6-week group coaching program is the perfect format for individuals who want to establish some foundational skills in personal finance in a short time period. This program includes:
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6 weeks of live zoom lessons on various concepts in personal finance
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worksheets and action items to complete on your own time before the next week
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group discussion to share ideas and develop individual action items
This format is ideal if you:
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are motivated to take control of your finances
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have a high level of accountability to do the action items on your own with some
group encouragement
This is also a great option if you are not ready to make the time and financial investment in one-on-one coaching, as it packs a big punch in a short time for under half the cost!
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Note: Registration for my November program is now closed, but stay tuned for my next launch in January!
1-on-1 Subscription Coaching (Most Popular)
This is my most popular service option. Subscription coaching is available in either 6-month or 12-month subscriptions and provides:
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1.5 hour initial session to create your personalized budget, set goals for your subscription, and develop action items based around your goals
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1 hour of individual coaching on a monthly basis using Zoom videoconferencing for virtual meetings
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customized action items that align with your short-term, mid-term, and long-term goals
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3-6 lessons on personal finance concepts in the second half of your subscription (i.e., how to save for large expenses, healthcare, how to buy a home, how to protect your assets, etc.)
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This coaching model is ideal for you if you:
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have lots of debt
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are living to paycheck
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use your credit cards for everyday expenses or to supplement your income
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do not live on a budget or even know how to budget
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simply feel like you have no idea where to begin to take control of your finances
This format provides the highest level of accountability and individual encouragement.
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Note: Subscription coaching may be paid on a monthly basis using an automatic debit withdrawal, or you may pay in full for the entire subscription. There is a 10% off discount if you pay in full.
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What goals could you accomplish with an extra $11,125?
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That's how much progress my average client makes in 6 months!*
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*includes debt payoff + savings
Package Coaching (Maintenance Option)
My package coaching options are similar to my subscription coaching, in that they are hour-long one-on-one virtual sessions. This type of coaching is available in packages of 4, 6, or 12 sessions and provides:
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1-hour individual Zoom coaching session at the interval of your discretion
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personalized action items aligned to your financial goals​
Package coaching is ideal for clients who:
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have worked with me before for subscription coaching
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have already started to build a strong foundation in personal finance
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still want the guidance and accountability that one-on-one coaching provides
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Note: In this option, you must purchase the entire packages as a one-time purchase.
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2-Hour Deep Dive
This option provides a two-hour intensive virtual session with me to review your budget, finances, and and goals.
This session is perfect if you:
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already have a budget
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have some foundational personal finance skills
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still have questions about how to accomplish your goals
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need specific action items to help guide you
If you are in debt, don’t use a regular budget, and have limited knowledge in personal finance, one-on-one subscription coaching would be a better option for you.
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My average group coaching client makes $2,500 of forward progress in 6 weeks*!
*includes debt payoff + savings