Social Money Finance

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. We then discuss your financial goals and organize them based on desire and priority.

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 achieving your goals and the life you want.

Finally, we develop a Financial Accountability Plan that serves as a detailed roadmap to help you take concrete action toward your goals.

Note: Each follow-up session is designed as a built-in accountability measure to check your progress and help you stay on track.

Book a consult to learn more

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.

Book a consult to design your day

Session Add-on

Single financial coaching sessions may be added on to any current financial coaching offer, membership, or class. We offer sessions in 60-minute or 90-minute increments.

This option is perfect for someone who wants additional financial coaching around a specific issue or who has questions about finance class material.

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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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