
Monthly Coaching Sessions
-
Create a monthly budget that you can actually live on each month
-
Create Financial goals
-
Pay off Debts
-
Learn about your money habits and how to create new habits
-
Learn about saving and investing for your family's future
-
Create Legacy Binder
-
Able to focus on individual's finances
-
6-month commitment
-
Meet weekly for 1st month, bi-weekly for 2nd & 3rd month and then monthly
-
Access to coach between sessions
-
Meetings via Zoom


-
Focus on financial concern(s) of your choosing
-
1-hour or 2-hour sessions available
-
Meeting via Zoom
One-time Coaching Session
Group Coaching Sessions
-
Create a monthly budget that you can actually live on each month
-
Create Financial goals
-
Pay off debts
-
Learn about saving and investing for your family's future
-
Group accountability
-
6-week commitment, meeting weekly
-
Meetings via Zoom


-
Focus on financial concerns of your Small Business
-
Learn to create a monthly budget for your business
-
Reconcile different accounts
-
Create a savings & pay off debt
-
6-month commitment
-
Meet weekly for 1st month, bi-weekly for 2nd & 3rd month and then monthly
-
Access to coach between sessions
-
Meeting via Zoom
Small Business Coaching