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Have you been stuck in a financial platuo or getting ready to hit a big financial transition? 

 

Many families believe that budgets are stagnant and once they get their income and expenses to match up they are smooth sailing.

The truth is if your budget is not changing it is not growing. Financial goal setting helps you identify new areas of your finances to focus on and challenges you to reach the goals!

 


What do I get with Financial Goal Setting?

 
 Through review of your current budget. I will suggest any changes or deductions. 

Through review of your current budget. I will suggest any changes or deductions. 

 One 2-hour coaching session either in-person if local or via Zoom if remote. We will discuss S.M.A.R.T. goal setting and how to reach your goal.

One 2-hour coaching session either in-person if local or via Zoom if remote. We will discuss S.M.A.R.T. goal setting and how to reach your goal.

 We will create personalized goals for your financial needs. This can include a debt repayment plan, savings goals, or a plan for an upcoming transition.

We will create personalized goals for your financial needs. This can include a debt repayment plan, savings goals, or a plan for an upcoming transition.

 3 Months of Check-ins for accountability. You can choose between three 1-hour calls or six 30-minute calls. 

3 Months of Check-ins for accountability. You can choose between three 1-hour calls or six 30-minute calls. 


Your Investment

$227 One Time Payment

or

$115 two Payments

* All payments are due before the first session. If you choose to make two payments, your first payment will be a non-refundable deposit with your second payment being due at the first session. 


 

Who is the Ideal Client for Financial Goal Setting?

 

A budget evaluation and goal setting session are perfect for the family that has money management under control but can't seem to get where they want to be in their financial life.  The ideal client would have a strong working knowledge of financial literacy and very low consumer debt.  They really just need guidance and a plan to get over the plateau they have hit.

Are your or will you be:

  • Student to Full-Time Employee
  • Single to Married
  • Couple to Parents
  • Employee to Retiree

If you answered yes to any of these transitions a budget evaluation and goal setting session would be a great way for you to seceurly enter then next phase of life. 


 

What is the difference between a finance coach and financial planner?

 

Great question! This is one I get a lot. A financial planner is very different than a financial coach. My goal through coaching is to help you learn financial literacy basics and implement them in order for you to be a wise steward of the money God has entrusted you. Through this process I will coach you on how to create new habits like tracking your spending, using cash envelopes, saving, and paying off debts. That is where my job ends. Once you feel confident in your financial awareness and have meet your goals set you are done with me.

This tends to be where a great financial planner would pick up. Their job is to guide you in investing for the future with knowledge and products for savings and investing. 

If the process is done right we work hand in hand so you can achieve financial success!