What You Get
Your monthly membership includes:
- Up to 6 half-hour Virtual Coaching sessions per month
- A Personalized Financial Wellness Action Plan
- Financial Health Tracker Score
- Tools & Resources based on your personal roadmap
- Unlimited access to your Financial Coach via email or text between coaching sessions
What We Do
Our Financial Coaches work with you to build a strong financial wellness strategy.
We help you successfully plan and take action in five strategic areas: MANAGE, PROTECT, BORROW, GROW and GIFT.
MANAGE – optimize cash flow to meet current needs and learn how to navigate balancing income & expenses.
PROTECT – manage the risks of everyday life. We’ll review your current risk management strategy and identify gaps.
BORROW – make sure your financial decisions contribute to building a strong credit risk. This includes paying attention to your debt-to-income and credit utilization ratios.
GROW – build a reserve for emergencies and your personal wellbeing. Learn how to increase your potential for returns.
GIFT – develop an intentional vision of the people and organizations you want to impact in your lifetime and beyond.
How We Do It
Your first session begins with learning more about YOU and your goals. We use our Financial Health Tracker to identify your financial strengths and potential risks. Next, we design a personal financial wellness action plan specifically for you.
Our Financial Coaching process involves self-reflection and collaboration. We'll be there with you every step of the way.
EXPLORE – we help you clarify the people and things that matter most to you
EVALUATE – we take a deep dive into your current cash flow and risk strategies to identify obstacles and gaps that are preventing you from living a life you love
EXECUTE – we create an action plan that prioritizes those things that are urgent, critical and important
EQUIP – we provide resources, tools and referrals to the expertise you need to succeed long term
Ready to get started? Schedule your first session today. Can’t find a time that works for you? Send us a message at [email protected]