Financial Coaching for Professionals
Less Stress Less Debt More Wealth
Investment: 3 Month $499
Investment: 6 Month $749*
* Split into two payments ($499 +$250)
Time: 3 Month = 5 sessions
Time: 6 Month = 8 sessions
Included: Custom-made Budget, Household Finance 101 e-book, and in-between session support. These programs are backed by a money-back guarantee. (see FAQ)
3 – 6 Month Money Fit Program
The Money Fit Programs will teach you life-changing financial skills that will continue to serve you long after
our engagement.
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Learn how to budget like a pro – the easy way.
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Get educated on taxes & investments and stop leaving money on the table.
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Identify and set goals 3, 5, and 20 years out, so that it all makes sense.
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Learn how to allocate dollars in ways that are meaningful to you.
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Begin the journey toward financial independence
with lots of support.
Discovery Session
The Discovery session offers you a detailed and fine-tuned budget that gives direction and clarity.
During the two separate sessions, we uncover your goals and formulate actionable strategies that will take you there.
Annual Check Up
The Annual Check-up will give you a clear sense of your current financial health.
It is akin to an annual physical at your doctor's office. Instead of blood pressure and cholesterol, we look at financial key metrics relating income, debt and savings. We synthesize those numbers into a plain talk about where you currently are financially and if we see any red flags.
