The Programs.
How the programs work.
The programs are designed to help families and individuals gain financial peace and clarity. Perhaps you just need a jump-start to get on track or maybe a more intensive process to get complete control of your financial life. Each program includes a workable budget, accountability and an understanding of your finances, along with a partner to help you work through the process!
Schedule your 30-minute complimentary consultation today to learn what fits you best.
Financial Jumpstart
Do you need a kick to get started on your financial security? In our one-month Jumpstart Program, we will identify the challenges you are facing regarding your money and develop solutions and strategies to overcome those challenges. We will meet weekly to set up an individualized plan and develop strategies for you to begin a financial stress-free life!
Staying On Track
We will continue to review and work on your individualized plan and implement strategies to simplify your financial life. We will work together on recognizing and overcoming obstacles, setting goals, and begin building a personalized savings plan that increases confidence for your future.
To the Finish Line
This program is designed to bring you to a place of living a stress-free financial life. We will continue to work with your budget goals and solidify a new mindset on finances to gain control over your money and life. Your accountability coach will be there to help you stay on track and provide support and motivation!
Daily Money Management/Small Business Bookkeeping
With your busy schedule, setting aside time to sit down to pay your bills, balance your accounts and keep up with the daily expenses has become a chore. With Daily Money Management your time can be spent on other things, not worrying about how to find the time to get this done. Are you an owner of a small business who just wants to focus on building your business and not worry about the books? Let us take on that important part of your business and do the bookkeeping for you!
These confidential services are available in addition to coaching or as a stand-alone service. Either way, it’s a great service to you, your family, or your business!
It all starts with a conversation.
Let’s get to know one another. This is a completely judgement free zone.
Schedule your 30-minute complimentary consultation today.