MOMENTUM

Momentum is our signature program that helps you level up.

Level up your money, your mindset, and your mission - so you can set clear goals and take definitive action about the things that matter most! You will learn how to make confident money decisions and unapologetically establish how you want your money to show up for you and support you - now and into the future.

We have taken our empathy based approach to financial coaching and combined it with our solution focused financial education framework to deliver a program that takes you through 3 LEVELS of learning and exploring money at the intersections of life, business, career and family. These are the areas where your money decisions have the deepest impact.

Therefore, in Momentum, you will learn how to get better organized in your finances, elevate your income, and make more confident money decisions so you can build a life you love.

Level 1: How to Improve Your Relationship with Money

LEVEL 1 is an on-demand financial coaching series that provides you with our step-by-step process for improving your relationship with money and building financial confidence.

We help you:

Remove the fear, shame, and anxiety of looking at your money so you can become more empowered in your life and financial decisions;

Get organized in your finances so you can stop missing bill payments and improve your cash flow;

Understand your money blind spots so you can see where your money is going and begin spending and setting goals based on your values.

Level 1 is available to watch it anytime, anywhere! Click the link below to learn more.

Level 2: Better Habits, Better Money

LEVEL 2 is a virtual boot camp that teaches you how to build better habits so you can have money while you make money!

You will learn how to:

Increase your financial self awareness and learn what you habitually do with your money so you can to improve it;

Effectively manage your money using our 13-year proven money management system that I use in my own household! So, no more fumbling through budgeting and living paycheck to paycheck.

Improve your credit score, understand your credit report, and dispute credit inaccuracies so you can (re)establish healthy credit and start getting APPROVED!

The next cohort opens soon!

Learn more by clicking the link below.

Proud of our clients!

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!

Momentum

A Financial Coaching and Mentoring Program