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 Are you getting a tax refund this year? If so, you need a plan for that money that is better than buying a new purse, game system, or just saving it for a rainy day. 

Believe it or not your tax refund is not free money. In reality it is money you overpaid to the government during the year. 

If you don't have a plan for this money, you're not making your money work the hardest for you~


What do I get with a Budget Evaluation and Tax Refund Plan?

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

A 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 a personalized plan for your tax refund that will meet your financial needs. This can include a debt repayment plan, savings goals, or a plan for an upcoming transition.

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

 30- Minute Follow -up check in. After your plan is executed I want answer any follow up questions you have about your financial future and possibly level up to coaching! 

30- Minute Follow -up check in. After your plan is executed I want answer any follow up questions you have about your financial future and possibly level up to coaching! 


Your Investment

$79 One Time Payment

 


 

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!