Tired of working to survive?
Break the Cycle and Thrive.

Any meaningful change starts with a commitment. If you’re ready to take control of your finances and shift from surviving to thriving, it’s time to make an investment that your future self with thank you for. Through my 1-1 personal financial coaching program, you will gain the awareness, literacy, and accountability tools needed to achieve your financial goals and live life on your own terms. With multiple levels of support and offerings, I am able to meet you wherever you are on your financial journey. If your goal is not only to live but to enjoy life along the way, schedule a free call now.

 
 

1-1 Personal Financial Coaching
Coaching Tiers

Level 1:
Awareness

Commitment:
1-2 months
What's Included:
  • Conduct a financial examination of personal spending over the previous year
  • Categorize and analyze expenses based on personal needs
  • Assess overall financial health
  • Deliver excel file of expense breakdown and personal meeting notes to client

Level 2:
Literacy

Commitment:
3-4 months
What's Included:
  • Conduct a financial examination of personal spending over the previous year
  • Categorize and analyze expenses based on personal needs
  • Assess overall financial health
  • Deliver excel file of expense breakdown and personal meeting notes to client
  • Identify and discuss areas of audit where spending is unbalanced or where funds could be redirected to support lifestyle in more efficient and healthy ways
  • Identify and discuss short-term/longterm goals, analyze, and prioritize based on current resources and financial climate
  • Analyze debt and create pay off strategy
  • Set personal budget
  • Set initial savings/investment plan

Level 3:
Accountability

Commitment:
1 year
What's Included:
  • Conduct a financial examination of personal spending over the previous year
  • Categorize and analyze expenses based on personal needs
  • Assess overall financial health
  • Deliver excel file of expense breakdown and personal meeting notes to client
  • Identify and discuss areas of audit where spending is unbalanced or where funds could be redirected to support lifestyle in more efficient and healthy ways
  • Identify and discuss short-term/longterm goals, analyze, and prioritize based on current resources and financial climate
  • Analyze debt and create pay off strategy
  • Set personal budget
  • Set initial savings/investment plan
  • Facilitate investment process
  • 90-minute monthly meeting via Zoom
  • Daily access via email for immediate concerns
  • Quarterly strategy and goal review
 
 

Coaching Tiers Comparison

1-1 Personal Finance Coach Level 1:
Awareness
1-2 months		 Level 2:
Literacy
3-4 months		 Level 3:
Accountability
1 year
Conduct a financial examination of personal spending over the previous year • • •
Categorize and analyze expenses based on personal needs • • •
Assess overall financial health • • •
Deliver excel file of expense breakdown and personal meeting notes to client • • •
Identify and discuss areas of audit where spending is unbalanced or where funds could be redirected to support lifestyle in more efficient and healthy ways • •
Identify and discuss short-term/longterm goals, analyze, and prioritize based on current resources and financial climate • •
Analyze debt and create pay off strategy • •
Set personal budget • •
Set initial savings/investment plan • •
Facilitate investment process •
90-minute monthly meeting via Zoom •
Daily access via email for immediate concerns •
Quarterly strategy and goal review •