COACHING PROGRAMS
Empowering Couples & Households for Financial Success: Your Complete Savings & Budgeting Solution
LET'S GET STARTEDHOUSEHOLD
BUDGET & SAVINGS STRATEGIES FOR HOUSEHOLDS
This one-time household strategy meeting includes the following:
- 1 Hour Financial Consultation & Intake
- One-on-one guidance with creating a budget that fits your financial needs and discussing the best strategies for maximum effectiveness.
- Coaching session is for Two (2) household members that shares joint resources ONLY.
BUDGET & SAVINGS HOUSEHOLD BUNDLE
This package includes the full benefits of the program and sets you up for financial fitness.
- The Budgeting and Savings Strategies
- (6) 1-hour one-on-one coaching sessions.
- 1 Hour Financial Consultation & Intake
- Monthly Progress Reporting Follow up Calls
- One-on-one guidance with creating a budget that fits your financial needs and discussing the best strategies for maximum effectiveness.
- 12 - Month Budget Tracker
6-month commitment REQUIRED
INDIVIDUAL
BUDGET& SAVINGS STRATEGIES FOR INDIVIDUALS
The one time coaching session provides the following value.
- 1 Hour Financial Consultation & Intake
- Financial assessment review
- Strategies discussion for maximum effectiveness.
- Coaching session is for one (1) individual ONLY.
BUDGET & SAVINGS INDIVIDUAL BUNDLE
This package includes the full benefits of the program and sets you up for financial fitness.
- The Budgeting and Savings Strategies
- (6) 1-hour one-on-one coaching sessions.
- 1 Hour Financial Consultation & Intake
- Monthly Progress Reporting Follow up Calls
- One-on-one guidance with creating a budget that fits your financial needs and discussing the best strategies for maximum effectiveness.
- 12-month Budget Tracker
6-month commitment Required
