What You Get


Your monthly membership includes:


  • On-demand 30-minute video coaching sessions that work with your schedule
  • Financial Wellness Action Plan
  • Financial Health Tracker
  • Tools & Resources based on your personal roadmap
  • 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]

Financial Zen 1:1 Coaching


$49/month

Financial Zen 1:1 Coaching

Membership

Schedule 30-minute coaching sessions when it works best for you. Focus on improving your financial health one session at a time. Your coach will provide clarity, guidance and resources to help you thrive.

Frequently Asked Questions



Can I get a refund if I'm unhappy with my purchase?

If you are unsatisfied with your coaching, reach out to us to see if your purchase is eligible for a refund.



How do I schedule my appointment?

Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment.



Can I purchase coaching more than once?

Absolutely! You can stop and re-start your membership at any time. If you find yourself in need of financial coaching in the future, simply purchase the coaching again.