UNLOCK YOUR POTENTIAL
Get inspired and empowered on your financial journey to achieve your money goals
Are you ready to take control of your finances, build wealth, and secure a brighter financial future? Our personalized coaching services are designed to guide you through every step of your financial journey.
OUR JOURNEY TOGETHER
Your Roadmap to Financial Wellness Starts Here
1. Meet and Greet
Book a 20 minute Meet and Greet/QA session to see if we’re the right fit for each other.
2. Coaching Agreement
The key to a successful engagement is upfront communication and agreeing on expectations.
3. Money Prep/Pre-Work
We’ll be looking for a list of your money goals, current income and expenses as well as your list of assets and liabilities.
4. Money Prep/Pre-Work Review
Submitted information is reviewed by me, your coach. A report summary of your current standing and recommendations on steps to align to your goals will be prepared. This report will serve as a basis for our coaching session.
5. Clarity & Discovery Coaching Session
In this two hour one-on-one coaching session we’ll review the pre-work, where you currently stand and where you want to go. By the end of the session, you will have clarity and a plan for your next steps towards your financial goals.
6. Decide on Future Sessions Towards Your Goals
1. Navigator Plan – 1 Month/4 Session
2. Journey Acceleration Plan – 4 Months/10 Sessions
3. Total Transformation Plan – 7 Months/16 Sessions