In this page you will find all of my financial coaching services to help you with your personal finance.
In December 2019 I began a journey to financial freedom. Soon after that I had paid off all of my credit card debt, started investing, and thanks to the pandemic forbearance, have paid off entirely 1 of my (many)student loans!
Since then I have learned many skills that have helped me begin setting up my future so I can pay off debt, invest, and achieve financial freedom in just a few years. I created a financial planning workbook for you to self guide through this process.
In addition I have helped friends and family with this process and wanted to expand on that. Since I have shared this journey with all of you and now I want to help you embrace your financial journey!
Let me help you take control of your finances and begin your financial freedom journey!
Custom Pricing Table
Budgeting Basics Coaching
- Budget Feedback
- Budget Recommendations
- 1 1hr Zoom call check in
- 3 Month Budget Planning
- Free Budget template PDF
Budget and Savings Coaching
- Feedback on your budget
- 2-3 1 hour Zoom check ins
- Recommendations for changes to make
- Design a plan for the next 6-12 months
- FREE Templates for Budget and Savings
FULL Financial Coaching
- 4-5 Virtual Zoom Check-Ins
- 12 month Plan
- Monthly Budget revisions
- Direct feedback with recommendations
- Financial Planning Workbook ($25 value)
Our Coaching Process
We go over all of the basic elements of personal finance to identify areas of improvement.
With our templates we help you get your financial life organized into the different areas: Budget, Savings, Debt, Investing.
Through our virtual meetings we analyze you budget and plans for saving and debt payment. We identify key areas where there’s room for improvement and attempt to implement necessary changes.
Finally after the coaching is completed, you should be able to do all of the steps yourself and continue your journey to financial freedom!