Personal Finance Coaching Plans

I am excited that you are taking the first step in securing your financial future!

Here are the coaching plans I offer:

1 hour Introduction Call ($98)

The first step is to get a consultation call set up. During the call, I’ll ask you questions to get a better understanding of your financial situation. After that, we can start to put together an action plan together for you.

That could involve a budget plan, debt payoff plan, investment plan, or a mixture of all of those depending on what you need.

I will also leave time to answer any questions you have during the call. And then go into detail about what coaching plans I have to offer on the call.

Money Management Coaching Plan ($399)

I work with you 1 on 1 to build a money management plan that works for your life. This plan is broken up into 3 separate 1:1 meetings over a 2 week period.

  • Session 1: Discuss Budget Plan Options + Income & Expense Planning (1 hour)

  • Session 2: I customize a detailed budget plan + Give Recommendations (1 hour)

  • Session 3: Budget Plan Audit + Tweak If Needed (30 mins)

Budget Template ($30)

If you prefer to take more of a hands-on approach… This package includes my budget planner template and tracker. This does not include any additional meetings.

  • 2023 Budget To Freedom Planner + Manual Tracker (Google sheet)

Stock Market Investing Coaching Plan ($499)

We go over the fundamentals of stock market investing together in order to give you a better understanding of how things work. This plan is broken up into 3 separate 1 on 1 meetings.

  • Session 1: Stock Market Basics (brokers, account types, ETFs vs individual stocks) (1 hour)

  • Session 2: Understanding Investing (long-term vs trading, compound interest, market cycles, researching companies/funds) (1 hour)

  • Session 3: Building A Portfolio (risk management, diversification, 4% rule + 25x rule) (1 hour)

Intro To Investing Pack ($40)

If you prefer to take more of a hands-on approach... This package includes all 3 of my PDF guides that cover all you need to know about investing in the stock market. This does not include any additional meetings.

  • Investing 101: A Beginners Guide (PDF guide)

  • Stock Market Academy (PDF guide)

  • Dividend Mastery (PDF guide)