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Services


 

Graduate Package

This package will start with your coach taking a walk along with you to see the steps that you have taken, where you have struggled and where you are trying to go.

  • We will look at your current debts and assets.

  • Determine courses of action to allow you to make more progress towards your goals.

  • Assessments of timelines for getting out of debt and hitting metrics for retirement needs.

  • Help you work out tactics to better assist you with the steps you are already taking to better get out of debt and build wealth..


 

6 Session Financial Coaching Plan

This coaching plan will include:

  • I will work you through your initial and three additional budget cycles. Almost all people are able to work out a solid budget practice with working through at least 6 budget cycles. Additionally I will be a resource for you long term. If you should have a situation a year down the line, and you are not sure what to do, I would be a resource for you to answer those one off questions.

  • Identify some strategies to help align your financial practices with your long term goals. In some instances we will re-prioritize the order in which you are working through your debts.

  • Tracking and tools provided to the client to best help keep them motivated and able to see progresses towards goals.

  • One seat for Dave Ramsey’s Financial Peace University with a one year membership to Everydollar.

 


 

4 Session Coaching package

Getting out of debt is easy and 100% attainable when you have the right plan and someone to walk with you. This package is a long term solution.

  • I will work you through your initial and three additional budget cycles. Almost all people are able to work out a solid budget practice with working through at least 3 budget cycles. Additionally I will be a resource for you long term. If you should have a situation a year down the line, and you are not sure what to do, I would be a resource for you to answer those one off questions.

  • Identify some strategies to help align your financial practices with your long term goals. In some instances we will re-prioritize the order in which you are working through your debts.

  • Tracking and tools provided to the client to best help keep them motivated and able to see progresses towards goals.

  • One seat for Dave Ramsey’s Financial Peace University with a one year membership to Everydollar.