- Financial Coaching Session - First Appointment (Free)
30 minutes
The Initial Coaching Session:
- 30-Minute Virtual Appointment
- Overview of Budget Beginners
- Discuss your goals
- Q&A about the coaching process
- Learn more about your financial situation - Financial Coaching Session
1 hour @ $130.00
The Financial Coaching Session: - 60 Minute Virtual Appointment - Review your income, expenses, and debt - Set/review short-term and long-term financial goals - Build a personalized budget/financial plan - Answer your questions and pro ...
Packages
- Financial Coaching Session - 3 Session Bundle (15% Off)
$330.00
Build a budget that actually works – and stick to it. This 3-session coaching package is designed to walk you step-by-step from financial stress to financial control. With ongoing support and accountability, you'll gain the tools, confidence, and clarity to finally take charge of your money. 💡 What’s Included: Three 60-minute virtual coaching sessions Spread out over several weeks to help you build momentum and stay on track. Session 1 – Financial Snapshot & Custom Budget Deep dive into your income, spending, and debt. Together, we’ll build a personalized budget that fits your lifestyle. Session 2 – Tracking Progress & Crushing Goals Review what’s working, fine-tune your plan, and tackle any obstacles. We’ll also refine your SMART goals and boost your motivation. Session 3 – Long-Term Strategy & Financial Freedom Plan We’ll lock in your success with systems for saving, debt payoff, and financial growth. Plus, you'll get tips to automate your progress. ✅ BONUS: Free Budget Beginners Spreadsheet included ✅ Unlimited email support between sessions ✅ Action steps after each session to keep you moving forward Best for: Anyone ready to break the paycheck-to-paycheck cycle, eliminate debt, and start building long-term financial freedom.