Financial Coaching

Budget and Coaching Session

This option consists of one 90-minute financial coaching session that includes creating and completing a budget, organizing your finances, and providing coaching around your money, mindset, and financial goals. We then provide you with a written action plan (based on your coaching session) to help you improve your finances and meet your goals.

Investment: $575

Flex Coaching

This option consists of (3) 60-minute financial coaching sessions that may be used anytime within a 12-month period!

You may use the sessions for things like:

coaching around your money mindset and habits;
creating a detailed budget;
establishing new or higher financial, business/career, or life goals;
strategies for improving your credit and getting out of debt;
investment coaching and strategies for building future income

Think of it as a financial coaching bank!

With this flexibility, you can use your financial coaching bank like an emergency fund - when you need it most! Or during pivotal moments in your life and career when you want additional support in making money or life decisions.

**Note: Flex coaching does not come with written financial plans. However, you will receive a recording of each financial coaching session for your records and review.

Investment: $1000

3-Month Financial Coaching Container

A 3-month Financial Coaching Package consists of (3) 90-minute sessions (one per month) plus a 15-minute follow up after each session.

We first complete a money study which includes a gathering of your income and expenses. We ask you questions about your finances and complete a detailed budget to help you understand where your money is going. We then discuss your financial goals and organize them based on desire and priority.

Next, we do a deep dive into your mindset, habits, and behaviors around money. This helps us understand your money story and address any issues that might be holding you back from achieving your goals and creating the life you want.

Finally, we provide you with a written Financial Accountability Plan after each coaching session that serves as a detailed roadmap to help you take concrete action toward your goals.

Note: You are typically given homework to complete after each 90-minute coaching session so you can begin taking immediate action on your goals. Each 15-minute follow-up session thereafter is designed as a built-in accountability measure to check your progress on the homework given and help you stay on track.

Investment: $2,500

Connection & Clarity VIP Experience

This is a highly focused 5-hour 1:1 in-person experience. Perfect for high achievers, entrepreneurs, leaders, and professionals who are at a point of inflection.

You seek clarity, accountability, and support as you embark upon the next chapter in your life, career or business.

We begin the day by setting an intention of engagement, focus, and flow. You will enjoy a deliciously prepared lunch, as well as coffee, tea, and snacks to help you stay energized and focused. We will work together in a beautifully curated creative space (The Creators' Nest) designed to spark creativity and joy.

**ALL VIP DAYS ARE HELD AT THE CREATORS' NEST**

Next, we will help you strategize your big goals and ideas through power coaching and implementation. You will receive our strategic framework designed to help you establish a plan for your finances as you determine next steps in your life, career, or business. This includes helping you frame a vision for your life and leveling up your mindset.

**I bring over 20 years of combined and uniquely positioned experience in law, finance, business ownership, and entrepreneurship to the table!**

You will receive high level coaching and encouragement on how to approach your goals with courage and confidence and boldly prepare for what you want.

At the end of our time together, you will have a written success model to help guide you on your next chapter!

**Note: VIP DAYS are on Fridays ONLY from 10-3pm ET.**

Investment: $4,000

To move forward with this option, a non-refundable deposit of $1500 is required to hold the date. The remaining balance ($2500) will be invoiced and is due one day BEFORE your appointment.

Client 1 Wins:

Client took action on advice we presented during a coaching session, and collected $90,000 in outstanding business revenue!
Client implemented regular communication with their team and gained team support in executing new ideas and positioning their business for high-end contracts.
Client feels more confident in their ability to make large scale money decisions in their business and personal life.

Client 2 Wins:

Client paid off $7000 in credit card debt and FICO credit score increased by 30 points!
Client's business revenue increased by $64,000 in 6 months!
Client went from saving 3.5% of income to over 28% of income!
Client's investments grew over $12,000 in 12 months and has seen a capital gains increase of 200%!!!

Client 3 Wins:

Client paid off a total of $10,000 in debt - including a student loan!
FICO credit score increased by 46 points!
Client increased emergency savings by $12,000 in 12 months!
Client has learned the art of delayed gratification and money management.
Client has money set aside for unexpected expenses and TREATS!

Client 4 Wins:

Client met goal of paying off car loan in the amount of $18,000 after working together for just one month!
Client has met over 50% of savings goal toward son's college and has over 1 year to go!
Client now has a consistent savings plan in place to go toward long-awaited travel goals with family.
Client has done a extraordinary job of exploring money mindset and working to remove any money blocks that would hinder client's progress.

Client 5 Wins:

Client completed a 3-month financial audit of personal income and expenses to get an accurate accounting of where money was going!
After completing audit, client went from overspending and having zero in savings to having a surplus in the budget AND saving $2400 in just one month!
Client identified root cause of why talking about money with spouse was difficult and came to an understanding and agreement of how to move forward.

Client 6 Wins:

Client closed a major consulting contract in the amount of $48,000 in under 2 months!
After working with us, client gained great clarity on how to handle personal and business finances from a place of empowerment, courage and focus.

Client 7 Wins:

After working with us, client completed a financial audit of their business revenue and realized they were making over $100k per year when they initially believed it was well under!
Client became ready to step into greater leadership and hire an assistant to help them in their business and keeping them organized.
Client's confidence in their ability to manage money and make sound financial decisions for their life and business has improved significantly.
Client believes they are ready to step into version 2.0 of themselves - as they realized with a little guidance - that version of them was there all along!

IMPORTANT UPDATE

1:1 Financial Coaching

Current 1:1 financial coaching offers