Coaching Plans

This is where our journey begins. Get to know our business and what we do, and how we're committed to quality and great service. Join us as we grow and succeed together. We're glad you're here to be a part of our story.

Free Consultation (New Client Intro)

 

Description:
This introductory call is designed to help you understand how financial coaching works and determine whether we’re a good fit. During this session, we’ll talk through your biggest financial challenges, what you hope to achieve, and how my coaching programs can support your goals. You’ll receive clarity on next steps and which program aligns best with your situation.

Perfect For:

  • New clients uncertain about where to start

  • Those wanting clarity before committing

  • Anyone curious about financial coaching

Single Coaching Session (Starter Session)

Description:
This focused one-on-one session is perfect for anyone needing immediate clarity or guidance. Whether you need help creating a budget, understanding your cash flow, or getting a quick financial reset, this session gives you a practical action plan you can start using right away.

Includes:

  • Budget review

  • Personalized recommendations

  • Simple, actionable next steps

  • Clarity on your financial priorities

Perfect For:

  • First-time coaching clients

  • Anyone needing a quick reset or direction

  • People not ready for a full coaching program yet

3-Month Coaching Program (Most Popular)

Description:
This program gives you structure, accountability, and momentum as you transform the way you manage your money. Over the course of three months, we set up your budget, create a plan for debt repayment, and establish realistic savings goals. You’ll gain confidence, build healthy financial habits, and receive ongoing guidance between sessions.

Includes:

  • 3 monthly coaching sessions

  • Full budget setup

  • Debt reduction strategy

  • Personalized savings plan

  • Accountability and monthly check-ins

  • Email support between sessions

Perfect For:

  • Clients who want support but not a long commitment

  • Those who need help creating order and structure

  • Anyone ready to build consistency with their finances

6-Month Financial Transformation Program

Description:
This long-term coaching program provides a complete financial transformation. Together, we build a customized financial system tailored to your lifestyle, goals, and money personality. Over six months, we address budgeting, debt, savings, credit improvement, and long-term stability. This is the program for clients who want deep, lasting change and ongoing support.

Includes:

  • 6 transformational coaching sessions

  • Complete budget overhaul

  • Customized financial management system

  • Debt elimination roadmap

  • Emergency fund setup guidance

  • Credit improvement tips

  • Ongoing coaching support

  • Priority scheduling

Perfect For:

  • Individuals or couples ready for full financial change

  • Clients who want long-term accountability

  • Those rebuilding their finances from the ground up

Which One Should I Choose?

Not sure which program is right for you? Use this quick guide:

  • Choose Free Consultation if you're just exploring coaching and want to learn more before committing.

  • Choose Single Session if you need immediate clarity or want to try coaching without a long commitment.

  • Choose the 3-Month Program if you need structure and accountability to build better habits.

  • Choose the 6-Month Program if you want a deep, lasting financial transformation and ongoing support.