Do You Need Financial Coaching?

While America is listed among the world’s richest nations, the average American debt continues to weigh its citizens down. Almost three out of four Americans (72%) say they are burdened by debt, including mortgages. Two- thirds of Americans (66%) reported consumer debt, with an average of $34,055 debt load per person. Over 60% of Americans feel like they are living paycheck to paycheck (Marketwatch).
Financial coaching could benefit you during these situations or potential challenges:

Financial Stress
Financial Accountability
Budgeting
Savings & Debt Guidance
Creating an Emergency Fund
Buying a Home
Paying Off Student Loans
College & Retirement Planning
Post-Divorce Care
Single-Parenting
Financial Coaching for Couples
Potential Bankruptcy
Self-Employment
Small Business Profitability


COACHING PACKAGES

FREE CONSULTATION
This consists of a conference call up to 45 minutes. During this session, we will have a meet and greet to learn about each other. We will briefly discuss the overview of your financial situation and what your short and long-term goals are. From there, we will evaluate what best benefits you moving forward.

45-MINUTE STRATEGY SESSION
While at least a 3-month plan is recommended, this session is a quick guide and overview of your financial status. Suggestions aligning with your goals will be at the forefront of discussion.

PERSONAL COACHING (90 DAY PACKAGE)
A 3-month package tailored to your financial needs including budget, money management, debt reduction, goal setting, and strategies leading to financial security.
3 x 1-hour Coaching Sessions

PERSONAL COACHING (90 DAY UNLIMITED PACKAGE)
A personalized coaching plan tailored to your individual financial needs +
3 x 1-hour Coaching Sessions
3 x 30-Minute Coaching Sessions
90 Days of Unlimited Email Support

PERSONAL COACHING (6-month and 12-month PACKAGE)
These plans feature an in-depth long-term commitment to coaching. We walk through each financial freedom step with detail and navigate what step you're on and what needs the most attention. I stay your accountability partner and financial trainer throughout the entire process. Together, we will watch as your habits change, your mindset about money changes and you start winning with finances.

BUSINESS COACHING (see information below)
WORKSHOPS/CONFERENCES/SEMINARS (see information below)


BUSINESS COACHING:
Business owners, consider adding a financial coaching program as an employee wellness benefit. Another option could be a learning seminar for your associates discussing a range of financial topics.
Common Topics:

Budgeting

Debt Reduction and Management

Housing/College Funding

Emergency Funds

Money Mindset

Wealth Building

Leaving a Legacy


WORKSHOPS/CONFERENCES:
Financial sessions can be of added value at your special event. Contact me today to discuss options.
Common Topics:

Financial Wellness

Finding your WHY

Money Mindset

Budgeting

Debt Elimination

Money & Marriage

7 Steps to Financial Freedom



Pricing for all packages is available upon request. Discounts are offered when more sessions are purchased. I look forward to hearing from you.