Being “good with money” goes beyond financial knowledge. Developing financial success starts with first understanding your challenges, putting together a plan that address the root of those challenges, and then building positive money habits to sustain your success.
Take Charge Financial Coaching Steps
15 minute
Q&A call
We’ll connect and discuss your current money challenges to determine if financial coaching is right for you.
2 hour
Taking Charge Session
We’ll deep-dive into your finances to come up with a comprehensive money plan tailored just for you.
4 month
Financial Foundations Coaching Program
During your Taking Charge Session, we’ll discuss if on-going coaching is right for you.
This 10-session program is focused on setting up your financial systems, budget and establishing positive and lasting money habits.
Schedule a free 15 minute call where you can learn if financial coaching is right for you.
Taking Charge Session
When you’re ready to crush your goals, the 2-hour Taking Charge Session is the first step.
What we’ll do
Discuss your current money challenges so you can finally understand the cause!
Dive into how you organize your finances so we can come up with a system that works and will stick!
Strategize together how to tackle your spending and savings plans
What you’ll get
A personalized money plan that is built around your goals
A straightforward process for managing your money
Proven next steps to start tackling your financial goals
How you’ll feel
Relieved to finally understand how to gain control of your money
Confident in your next steps
Excited (yes, really!) about the possibilities of what you can do with your money
Prep-work is required so I can get a full picture of your financial situation. This will help structure our Taking Charge Session and ensure it will meet your personal needs and goals. During your session, we’ll also discuss if on-going coaching is right for you.
Your investment for this comprehensive session is $197.
