Financial Coaching
-
Refocus
The first step in improving your financial situation is creating a clear why and a clear picture of what you want your future to look like. This requires setting priorities and goals and working on mindset and communication to achieve those goals.
-
Gain Control
Once we know where you want to go, we can make a plan to get you there. We’ll create a spending plan and system, create new habits and ensure there is follow through.
-
Plan
Following the plan, we’ll establish milestones that keep you engaged, celebrate your successes and build out your wealth roadmap.
Coaching Packages
-
We’ll look at your personal spending, financial goals and build a plan that includes intentional spending allowing you to reach your goals at your pace.
This program includes:
- 2 monthly one hour zoom calls with me
- Access to my Assistant Financial Coach course and 15 minute spending plan
- Choose 3 or 6 month plan depending on your goals
-
Let’s talk business finances. You have a business doing something you love, but you need the finances to be there so you can continue to do what you love.
We’ll create simple to use systems to monitor operating expenses, ensure you are saving for taxes, adequately paying yourself all while increasing profits.
This program includes:
- 2 monthly one hour zoom calls
- Access to my business budget, cash forecast and expense tracking templates
- Choose a 3 or 6 month plan depending on your goals
-
If you are a business owner, you know how the health of your business affects your personal budget.
With this hybrid approach, we’ll ensure your business is set up to appropriately fund your personal spending and ease your worry for making it each month.
This program includes:
- 2 monthly one hour zoom calls
- Access to my Assistant Financial Coach course and 15 minute spending plan
- Access to my business budget, cash forecast and expense tracking templates
- Choose 3 or 6 month plan depending on your goals