Do you want to take control of your finances, make smarter financial decisions and learn how to use money as a tool to create freedom? We are here to teach, mentor, and guide you regarding budgeting and day to day money management, saving and investing and finally, developing your prosperity mindset. We will help you understand basic money and finance concepts, build a spending plan and stick to it, create a freedom fund, learn how to invest and finally develop the right habits and mindset to have confidence when managing your money. We offer virtual-only (video calls) one-on-one financial coaching. Our packages are flexible and we adjust them according to what the specific client wants.
What is Financial Coaching?
We are not here to advise you on specific investments or try to sell you any financial products. Our priority is to help you understand the fundamentals of personal finance and develop healthy money management habits.
We partner with clients who are looking to:
Get organized. Organizing your financial documents and creating a net worth statement is an important step in becoming financially empowered.
Track spending and set a budget. Creating a cash flow statement and budget will help you make more thoughtful decisions on your future spending and saving.
Create financial goals. Setting short- and long-term financial goals, then aligning your spending and saving with these goals, can help you get on track — and stay on track.
Understand credit scores and credit reports. You’ll learn the factors that can positively and negatively impact your credit score, as well as strategies for maintaining or improving your credit score.
Learn investment basics. Arm yourself with the fundamentals so you can make better decisions about where and how your money is invested.
Our Coaching Plans
The Discover Freedom session is a one-time meeting with a financial coach. Our goal for every Discover Freedom session is to have the client walk away with a detailed action plan for achieving their financial goals. You will have new clarity about your money. You’ll know what to do. You will have a plan you can follow and a road map to show you the way.
We will walk you through the basics of personal financial management and explain why financial empowerment is the key to long-term financial wellness. This package includes a 90-minute live coaching session (via zoom) where we will review your most pressing financial need and help you create a financial plan that includes financial goals that align with your core values. This package is a must for anyone who feels intimidated by money and wants to be in control of their financial well-being.
The “Freedom Starter” package will target any area of personal financial management where you are feeling overwhelmed. Whether you need help with financial organization, debt management (including credit cards and student loans), budgeting, creating net worth statements, or basic investment knowledge, we can help you manage through your most difficult challenges.
For those who need direction and have no idea where their money goes every month—this package sets up the basics and provides enough financial footing to make better decisions. We’ll get you started on the fundamentals like:
Making sure you’re prepared for emergencies
A budget that suits your goals & lifestyle
Working through debt, loans, and credit
For those who have the basics down but need a little help optimizing their financial lifestyle and building wealth. The Freedom Preferred includes everything from the Freedom Starter, plus:
Planning for retirement
Getting started on investing
Mapping out a plan for your future goals
Our Freedom Tracker is our "stay-on-track" package. It puts you in charge of your financial wellness by giving you the tools to organize and manage your finances, but also gives you email access to our coaches and (1) 30-minute call a month to catch up on how you are doing with budgeting and spending. Let us help you stay on track of your financial wellness until you have the confidence to meet your financial goals.