PERSONAL FINANCIAL COACHING SERVICES
Sometimes you know that you need to make a change but you do not know where to start. Below are different levels of financial coaching options to meet your needs and your budget.
Financial Coaching - Level 1
Service:
One-time 2-hour meeting.
Create a detailed budget with you.
What you will receive:
Post-meeting communication with your detailed budget.
Price: $175
Financial Coaching - Level 2
Service:
Initial 2-hour meeting.
Discuss and explore your financial goals and dreams.
Create a detailed budget for you.
Create your debt repayment tracker.
Create your savings summary.
Analyze budget items for potential cost saving opportunities.
Create a list of financial recommendations to help you reach your financial goals.
1-hour follow-up coaching session at the end of the first budget month.
Includes all services listed under “Financial Coaching - Maintenance”.
What you will receive:
Post-initial meeting communication that includes:
Your detailed budget.
A list of financial recommendations.
Post-second meeting communication with your new month’s budget.
Price: $400
Financial Coaching - Maintenance*
Service:
1-hour coaching session via Zoom
Prior to our coaching session:
Review your previous month’s budget and reconcile it to your bank account(s).
Create a draft budget for the new month.
Update your debt repayment tracker.
Update your savings summary.
During our coaching session:
Review with you and discuss:
Your previous month’s budget
Your new month’s budget
Update your new month’s budget for any changes.
What you will receive:
Post-meeting communication with your new month’s budget.
Price: $150 per month
*Maintenance is only available after completing either Level 1 or Level 2 Coaching Session.