Coaching

Description

I KNOW WHAT IT’S LIKE TO FEEL LOST AND CONFUSED WITH MONEY.

It took my husband and I hitting rock bottom before we finally got our financial life on track.

My goal in coaching you is to help you clarify where you hope to be financially. I will help you develop an action plan to guide you toward achieving those goals.

Financial freedom and clarity don’t have to feel far off. You can totally achieve your goals no matter your income.

My husband and I became 100% debt-free (which includes our house) on his $47,000 salary. Trust me. You don’t have to make a ton to make an impact.

WHAT YOU CAN EXPECT FROM A COACHING SESSION

Once you’ve submitted payment, you’ll receive an email from me with a Client Intake Form and the Personal Financial Statement Excel Workbook. Once you have submitted the Client Intake Form and the Personal Financial Statement Workbook, I will respond with an email letting you know I’m working on your Action Plan. Once I have reviewed all your information, I will develop your Action Plan. 

Once I’ve completed your Action Plan, you will receive an email from me that contains the Action Plan (which will be added to the Personal Financial Statement Workbook) along with a video from me detailing the Action Plan, my thoughts, advice, and the best course of action to take. 

Here’s the catch. 

Oh yes, there’s a catch. I can give you all the advice in the world, but it’s up to you to take it. I cannot force you to make any necessary changes, but I promise that the more thorough you are in providing me with your information, the better I’ll be at coaching and guiding you. 

COACHING SESSION EXAMPLE

Below is a video from a recent coaching session. For obvious reasons, I’ve edited the video to block out the client’s information. This is the format that will be used – you submit the Client Intake Form and the Personal Financial Statement workbook, and I’ll complete the Action Plan and record a video coaching you through my suggestions. 

ALRIGHT! ARE YOU READY TO DO THIS?

I only take ten coaching clients a month to ensure that I’m servicing you and serving my family well (I homeschool all three of my kids). So if the cart is locked, I’ve reached capacity for this month, but I’ll open it up again next month. 

Frequently Asked Questions

Can I get a refund if I’m unhappy with my purchase?

I do not offer refunds for coaching services as this is a fee-for-time service. I promise that you will get out of the coaching session what you put into it. 

How do I schedule my appointment?

Once I have your intake form and Financial Snapshot, I will develop your Action Plan and submit it to you within one week. There’s no need to schedule anything.

Can I purchase coaching more than once?

Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again.