Services

Services

3-Month Clarity Group Session- $697

The 3 month Clarity Group Sessions are geared towards helping you build a clear concise financial plan. We will work together to challenge mindsets, financial values, and create a budget that is realistic to your lifestyle as well as your money goals. We also tackle other topics such as investing, buying a home, building a financial legacy, and much more. Everyone will get access to a private Facebook group, unlimited email support, and a workbook. We meet every other week for an hour which will give you time to do Success work.

3-Month Financial Strategic Session

For those who are already on top of their budget and financial goals but need a clear, actionable plan to move forward, this session is for you. We’ll meet every other week to strategize around what’s important to you and develop actionable steps to reach your goals. By the end of the session, you'll have a detailed financial game plan to take you to the next level.

“I Am Committed” Sessions:

These exclusive sessions are available after completing either the 3-Month Clarity Group Session or the 3-Month Financial Strategic Session. If you're ready to commit to the next phase of your financial journey, let’s dive in together.

Dreamer Session:

You’ve conquered debt (yay!), but what’s next? This session helps you discover and plan for your next financial dream. Whether it's investing, saving for big goals, or figuring out how to stay on track, we’ll map out your next steps so you can continue to build your financial future.

Financial Coaching

When you decide to participate in a 3-month coaching plan you will receive the following:

• Month 1: A 2-hour deep dive into your budget and goals, followed by Success Work.

• Month 2: 1-hour follow-up, plus continued Success Work.

• Month 3: Ongoing support with bi-weekly 1-hour meetings.
  You’ll receive a private portal for correspondence and uploads.

3 Month “I Do” Marriage Financial Coaching- $997:

3 Month “Let’s Walk Down The Aisle” Financial Coaching- $ :

Congratulations, you are engaged! Now here is the hard part….Decisions, Decisions, Decisions! Our job is to help you individually and as a couple makes the financial decisions that will impact your finances and your wedding or elopement! If you are looking to eliminate debt or increase savings and be on one page regarding the wedding finances while building financial confidence as a team then this is for you. Every other week we will meet as a unit for a 1 hour meeting to discuss money challenges, successes, goals, debt, venues, wedding cost and much more.

3 Month Business Financial Coaching $1497

If you have a business and want to work towards making your business profitable and make the hard decisions. This is for you.

*We can add personal financial coaching at an additional cost. (Please inquire at the 30-minute call.