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Social Money Finance
  • Home
  • About
    • About Our Founder
    • Book a Coffee Chat
  • Work with us
    • MOMENTUM
    • Connection and Clarity
  • What's New!
    • Back to School
    • Black Business Month
  • Blog

Momentum

A Financial Coaching and Mentoring Program


Momentum is our signature program where you get ALL of our finance classes for one monthly price!

Join here!

Momentum is our signature membership program that helps you level up.


We help you get your mind right and your money up.


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


We have taken our empathy based approach to financial coaching and combined it with our financial literacy framework to deliver a program that takes you through all levels of financial management - everything from budgeting to investing.


Therefore, in Momentum, you learn how to:


  • Gain financial confidence and clarity
  • Effectively manage your money
  • Build sustainable wealth! 


We also explore money at the intersections of life, career, business and relationships. As these are the areas where your money decisions have the deepest impact.   



Join for just $188 per month or $2088/annually!

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The first class in Momentum is a 4-part series: Feel-good Cash Flow

Build your money around the LIFE you want.


Feel good cash flow

Cash is SUPPOSED to flow and when it doesn't, it DISTURBS the peace. In this economy, cash is crashing all over the place. Therefore, in Momentum, we teach you how to keep your money flowing - REGARDLESS of what's going on around you. 


Feel-good Cash Flow will be taught in a 4-part series:


  1. Track the Flow
  2. Manage the Flow
  3. Stack the Flow
  4. Leverage the Flow


In Part 1 -  Track the Flow, you will learn the practical side of tracking your income and expenses. You will also get our formula for identifying the behaviors that drive your income and spending habits. Further, we discuss how capitalism is often the biggest influencer behind our spending. Now, we aren't going to be telling you not to spend or what to spend -  Instead, we're helping you GET CLEAR on HOW you spend so that your money decisions can begin to align with the LIFE you want.

 

The remaining parts of the series will drop each month followed by LIVE discussion and more.


Doors are open!!!


***Membership price is just $188 per month or $2088/annually!!*** 


A new class drops every month! Along with LIVE Q&A and discussion...AND so much more!


Join for just $188 per month or $2088/annually!

join here

Momentum is open!!

Join here

Financial Coaching Client Wins!


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!


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We got something for the Gen Z's!!


Just in time for Back to School! We're releasing a new course that teaches young adults ( 16-24) how to make good financial decisions, manage their money, and use credit responsibly. 


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