Financial Coaching
Our Financial Coaching Package includes customized, personal support from a professional financial planner to help you reach your financial goals. Our virtual coaching packages help you overcome the obstacles you face that are getting in the way of your ability to get out of debt and stay out of debt. If you aren’t saving enough, if you’re spending too much, you need a financial coach. Our Financial Coaches help you monitor and manage your spending to put you in a better position to reach your financial goals.
Daily Virtual Coaching Package
If you ever played organized sports, you’ll quickly grasp the concept of a Financial Coach. Your coach helps you see what your doing that’s getting in the way of achieving the results you desire. If you truly want to learn to control your spending, this is the package for you.
With the Daily Virtual Coaching Package, you will communicate daily with a Certified Financial Planner™ professional who will monitor your spending and offer suggestions and advice for change.
The program will start with expert assistance to build a budget that keeps your spending within your monthly income. You’ll know down to the dollar how much you have available to spend after your fixed expenses (like mortgage payments or rent, car payments, daycare, and other monthly bills) are paid.
Once you have a budget, we'll work with you at the end of each day to make sure your spending is not exceeding your budget. When we see overages immediately, it’s easy to take corrective action to get back on track.
By having a Financial Planner review your budget against your spending each day, you'll develop good habits and have the accountability you need to stay on budget and create more opportunities for paying off debts and reaching your savings goals.
If you’ve had trouble sticking to a budget in the past, this program is for you. Your coach will monitor your spending patterns and supply you with recommendations on a daily basis.
Price $99.00 for 30 days.
Weekly Virtual Coaching Package
Our Weekly Virtual Coaching Package is similar to our Daily coaching plan, but instead of working with you every day, we’ll be coaching you at the end of each week.
This plan is designed for you if you have experience with budgeting and are able to keep your spending and savings on track. At the end of each week, you’ll submit your spending report for review. A Certified Financial Planner™ professional will review your spending and provide you with feedback, advice and recommendations.
The Weekly Virtual Coaching Package is a great way to keep yourself accountable for sticking to budgeting and savings goals.
Price: $49.00 for 30 days.
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