Services

PERSONAL FINANCIAL COACHING

for Individuals, Couples and Families

Our personal financial coaching sessions focus on clarifying your desired goal and developing a plan to move toward it. Coaching sessions are available in-person (where available), over the phone or via web-based technology like Zoom. The amount of sessions necessary is based on your individual needs and situation. The goal is to get you to a place where you take control of your money and find peace, security and financial independence.

Session Services

Email Consultation or Q&A Phone call (FREE)

Got questions? Wondering what a financial coach is and if coaching can help you? I'd be glad to talk all about it and answer any questions you may have.

Initial (1st) Coaching session 1-Hour ($175)

Initial coaching session starts with a brief introduction where you will get to learn more about your coach and your coach will learn more about your background, your current situation and pain points, and your desired goal. From there we will jump right into your most pressing issues and we will develop a personalized plan for you to win and get to your desired destination. Paperwork will be emailed to you prior to the session and you will complete and return 48 hours before the session is scheduled.

Follow-up Session 1-Hour ($150)

If additional questions or concerns remain after the first session, we recommend a 1-hour follow-up session at the discounted rate of $150. You can schedule as many follow-up sessions as you would like over any period of time, at the discounted price.

3-Session Package (1-hour each) ($400)

For more complex circumstances, or if you simply prefer more guidance and accountability, we recommend purchasing the 3-session package at $400. This is the most popular package and the additional sessions, after the initial session, are good for one-year.

6-session ($775) and 12-session ($1500) packages

Many need regular motivation and coaching to develop habits that will create financial wellness. Our 6-session and 12-session packages provide monthly teaching, motivation and accountability over the course of 6 months or one year.

AFTER SELECTING YOUR SESSION OPTION

Once you decide to take control of your money and find peace, security and financial independence and you choose one of the coaching products through this website, you will receive a welcome email which will contain paperwork you will need to complete at your earliest convenience. After returning the paperwork to us, you will receive an email to schedule your coaching appointment with your most convenient date and time. Within 48 hours after the session you will receive a follow-up coaching recommendation form containing a summary of the coaching session, a list of action steps along with recommended resources.

The Only Product For Sale is Your Financial Peace