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Finances can feel overwhelming, but with structured guidance, you can gain stability and confidence. Our Financial Coaching Plans provide personalized support, expert strategies, and tools to help with budgeting, debt repayment, savings, and life transitions. No matter your situation, we have a plan for you.
A focused, short-term program designed to build a solid financial foundation and create a clear plan for success.
Comprehensive Financial Review – In-depth analysis of your current financial situation.
Custom Budget Creation & Expense Tracking – A tailored budget to fit your lifestyle and goals.
Debt Repayment Strategy – A personalized plan to tackle debt efficiently.
Savings Plan Development – Guidance on building and maintaining a strong savings habit.
Financial Roadmap for the Next 3-6 Months – Clear action steps to keep you on track.
Weekly 1-Hour Coaching Call + Email Support – Dedicated time to answer your questions and provide support.
Designed for those who need ongoing support and accountability to improve their financial habits and make measurable progress. Everything Included in the 1-Month Plan, plus:
Monthly Budget Review & Adjustments – Regular tracking and modifications based on your financial goals.
Debt & Savings Milestone Tracking – Progress monitoring to keep you accountable.
Expense Management Strategies – Learn how to cut unnecessary costs and optimize spending.
2-Hour Coaching Sessions (8 total) – More in-depth guidance and support throughout the program.
Ongoing Email & Chat Support – Get assistance whenever you need it.
Ideal for individuals looking for long-term coaching and continuous guidance to create a sustainable financial future. Everything Included in the 4-Month Plan, plus:
Long-Term Financial Planning – Strategies to prepare for major life transitions, investments, and wealth-building.
Advanced Debt Repayment Strategies – Accelerate debt elimination with custom repayment plans.
Savings & Emergency Fund Optimization – Build a financial safety net while working toward future goals.
2-Hour Coaching Sessions (14 total) – Deeper financial insights and more accountability.
Unlimited Email & Chat Support – Get expert advice whenever you need it.
For those who need one-time guidance or want to tackle a specific financial challenge, we offer individual coaching sessions:
A focused session to address a specific financial concern or strategy.
Personalized Advice – Get expert recommendations tailored to your situation.
Actionable Next Steps – Walk away with a clear plan for improvement.
For those who need deeper guidance on multiple financial topics.
Comprehensive Financial Review – We analyze your finances in detail.
Customized Budget & Debt Plan – Walk away with a fully structured financial strategy.
No generic advice—everything is tailored to your financial situation.
We don’t just build your plan; we help you follow through and make real progress.
Whether you need a full coaching program or a single session, we offer options to fit your needs.
Your coaching sessions will focus on solutions designed for your specific goals.
No generic recommendations—every session includes clear steps you can implement immediately.
We are dedicated to providing you with the tools and strategies needed to see real financial progress. If you need further guidance beyond your coaching plan, we offer additional support and follow-up sessions at a discounted rate to help you stay on track.