Services
I Am Here to Help!
Financial Coaching is getting into the trenches with your clients. As a coach, my job is to help you through the nitty-gritty of budgeting, debt repayment, and preparing for the future. A lot of what I do is education, mindset, and building awareness so that you have the skills to help yourself. My goal is to put myself out of a job.
Nate M., 27
Program Overviews
01.
Budget Bootcamp
The first step is identifying your income and your expenses. We do a lot of work to determine you values – what spending is important to you and your lifestyle. Based on that, we co-create a budget and set goals.
4- weeks of coaching – $399
02.
Debt Domination
Debt is not necessarily a bad thing. Based on our goals and values, we will determine if your current debt load is supporting your lifestyle or hurting it. We will determine what your current debt is costing you and you will decide what method of debt reduction works for you.
3-months of coaching -$299
03.
Bullet Proof Your Finances
Now that your budget is taken care of and your debt is being knocked out, what steps do you need to take to make sure you are prepared for life’s unexpected expenses.
3 – months of coaching – $299
04.
Ongoing Coaching
The coaching relationship is built around creating a safe space for clients to talk about difficult topics. Money touches all parts of our life and sometimes we need someone who knows us to help us determine the best next step.
5 Coaching Sessions – $425
10 Coaching Sessions – $800
Main Services
04.
Workshops & Seminars
Wine, Women and Wealth?
Boys, Bourbon and Benjamins?
Get your group together and let’s talk about money!