Financial Coaching Program
"MAKING DOLLARS & SENSE"
Work with me and my collaborator - a certified professional financial consultant - to strategically evaluate your financial landscape and create the roadmap for you to build wealth and achieve your financial goals.
Making Dollars + Sense
FINANCIAL COACHING PROGRAM
Work with me and my collaborator - a certified professional financial consultant - to strategically evaluate your financial landscape and create the roadmap for you to build wealth and achieve your financial goals.
THIS PROGRAM WILL PROVIDE THE
TOOLS AND GUIDANCE TO HELP YOU:
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Build a strong and clear financial foundation that supports long-term stability and growth.
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Gain a solid understanding of portfolio diversification, investing, risk tolerance, and how financial strategies shape your ability to achieve the security and freedom you desire.
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Achieve your goal of saving a secure nest egg and financial peace of mind for those unexpected happenings.
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Clear debt strategically, with a clear plan for prioritizing payments and balancing savings for retirement and other goals.
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Effectively fund financial goals of varying timelines using the right tools and strategies to manage your money.
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Feel empowered and confident in your money mindset, using financial resources to support your dreams with purpose and clarity.
TAILORED FINANCIAL COACHING
PROGRAM INCLUSIONS:
PHASE 1:
FINANCIAL EDUCATION & FOUNDATIONAL COACHING
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Customized Budgeting
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Develop a personalized budget aligned with your financial goals and priorities.
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Financial Goal Setting (& Achieving)
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Define and work toward financial goals, from emergency funds to major life milestones like retirement and vacations.
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Healthy Money Habits
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Build better financial habits by identifying money leaks, celebrating milestones, and adjusting strategies as life changes.
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Debt Management
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Create actionable plans to reduce debt and efficiently prioritize money management.
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Emergency Fund Planning
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Establish and maintain an emergency fund to ensure financial security and peace of mind.
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PHASE 2:
INVESTMENT EDUCATION
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Foundations of Investing
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Understand the basics of stocks, bonds, ETFs, mutual funds, and dollar-cost averaging to build your investment knowledge.
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Portfolio Building
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Learn how to create a personalized portfolio based on goals, risk tolerance, and examples for conservative, moderate, or aggressive allocations.
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Investment Vehicles
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Explore retirement accounts (401(k), IRAs), tax-advantaged savings (529 plans), and diversified brokerage accounts.
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Risk and Strategies
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Assess your risk tolerance, balance liquidity, and explore strategies like sector-specific, dividend-focused, and bond investing.
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Market Insights & Automation
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Understand market cycles, long-term growth, and how automation can simplify investing through recurring contributions and smart savings.
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Full program is six sessions in length.
Program cost begins at $600 with a la carte continued support as needed.
FINANCIAL COACHING:
REAL CLIENTS, REAL OUTCOMES
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Helped "AH" to achieve specific financial goals through shifting financial anxiety and insecurity into clarity and empowerment through tailored coaching, mindset shifts, and strategic action steps.
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Created aspace for "EF" to openly address financial challenges, turning a source of stress into one of freedom and ownership.
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Guided "MA" in developing a personalized budgeting approach that shifted their perspective from restriction to permission and confidence.
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Supported "KM" toward financial security, improving both their financial management and overall mental and emotional well-being.
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Created with "BS" a financial blueprint that aligned their actions with their financial goals, which created space and financial freedom, in the now.
