Month-to-Month Retainer Client
A retainer client receives (2) 60-minute financial coaching sessions per month. Plus email and voxer access to ask financial questions and requests during business hours.
This option is perfect for those seeking ongoing money management support, as well as help creating a budget and improving money habits and behaviors.
3-Month Financial Coaching Package
A 3-month Financial Coaching Package consists of (3) 90-min sessions (1 per month) and a 15-min follow up after each session.
- We first complete a money study which includes a gathering of your income and expenses.
- Next, we do a deep dive into your mindset, attitude, behaviors, and patterns around money. This helps us address any issues that might be holding you back from the life you want.
- Finally, we develop a Financial Accountability Plan that acts as a detailed roadmap for you to establish clear goals and take concrete action to help you achieve what you want.
- Note: Each follow-up session is designed as a built-in accountability measure to check your progress and help you stay on track.
Connection and Clarity VIP Day
This is a 5-hour 1:1 VIP experience for ambitious leaders, professionals, and entrepreneurs seeking clarity and support as you embark upon a new level in your life, business or career.
We've developed a strategic framework that empowers you to focus on the next right moves. We help you align your mindset with your values, strategize your finances, and develop a win-win plan for success.
You will feel calm, confident, and prepared as you boldly step into your next chapter.
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!
Effective money management is about so much more than paying bills on time. It's ALSO about having money to allocate to the experiences you want and quality of life you value.
🎁 YOU CAN HAVE BOTH.🎁
Book a consult below to learn how.