1:1 Personal Financial Coaching
As financial coaches, we guide, educate and encourage clients in financial decisions and create individual plans based on your personal values and goals. We can help you with debt elimination, increased savings rate, value based budgeting, realizing and achieving financial goals, debt free college, financial education, avoiding foreclosure and bankruptcy, dealing with collections, building wealth and so much more.
What’s included in 1:1 coaching?
Monthly Sessions via Zoom 60-75 minutes
30 minute check in call for accountability between sessions
Unlimited Voxer & email access so your questions don’t have to wait
Monthly action items to propel you to your goals faster
Getting Started mini-course - Client Edition with exclusive exercises
Facebook group to share your wins with like minded individuals
Financial education and coaching on the topics that interest you the most
How can we work together?
Deep dive session
This is a 2 hour intense session where we will cover the ins and outs of your financial life. This is an intensive session that is a great for DIY’ers who need a little push to get off on the right foot as well as those who aren’t sure if financial coaching is for them and want a test run. About 2 weeks after your Deep Dive session, we’ll connect for a 30 minute follow up call to answer any questions you might have and check in on your progress and the action steps you left the session with.
After this session you’ll have a budget you can work with and saving strategy that works with the goals you define in our session. Whether you’re looking to pay off debt, get your finances organized, protect your family financially or simply learn how to make a budget work for YOU, we’ll focus on your situation and you’ll walk away with a plan you can implement.
Deep Dive Sessions are $499 and typically the best place to start before moving into a monthly coaching obligation, but not required if you’re adamant about being ready for the monthly commitment.
**Have a business that’s driving 50% of more of your income? Please schedule a business Deep Dive or discovery call.
monthly coaching
Under our monthly coaching program, we ask for a minimum of a 4 month commitment. It takes an average of 3 months to get a working budget and to create new healthy habits and mindset around money. The fourth month is to ensure you feel confident flying solo with your finances. Clients are always welcome and encouraged to stay on as long as they feel is necessary. Typically, after the first few sessions and progress is being made, you can see more clearly and your goals shift. You will become more determined. There’s more to be uncovered and discovered. Your goals will get bigger and I'm here to help you achieve them. You can start with a Deep Dive and decide to move into monthly coaching or if you’re 100% committed and ready to make great changes, then start directly with a monthly coaching commitment.
Here’s what a monthly plan can look like and a sample of the things we can work on once you feel confident about how you control and handle your day to day financial decisions to make progress toward your specific goals.
Financial Fitness Coaching personal financial coaching clients have an average monthly turnaround (combined debt payoff and savings) of $4,931.15 per month. (Individual results vary by client’s goals, intensity, core values and income). What could you do with an extra $60,000 per year?
Are you ready to start living your best life?
Have a business that’s driving 50% of more of your income? Please use the Business Deep Dive or Discovery Call links**
Thank you for your interest in Financial Fitness Coaching. We've been thrilled by the response from our community and are excited to be able to offer our coaching to more people. Unfortunately, we've had to put a waitlist in place because we've reached our capacity for clients. Join the waitlist and someone from our team will be in touch when client spots become available.