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Let's Get Personal
Consultation
$39.95
Not sure which plan is right for you, or interested in setting up a payment plan? Book a consultation with us! The cost of the consultation will be applied toward your plan if you decide to move forward within 30 days.
Budget Plan Call/In Person
$99.95
Are you looking for help with debt management and need a guide to get back on the path to financial success? If so, this one-hour call is perfect for you. During our session, we'll work together to set your financial goals and create a personalized plan for managing your debt.
Once you book your appointment, you’ll receive a form to complete. Filling this out before our call is crucial for ensuring we make the most of our time together. You’ll need to have the following information ready:
- Your most recent pay stub
- A list of your monthly bills
- Details of your current debt, including minimum payments, interest rates, and unpaid balances
- Your current financial goals and priorities
Having this information will allow us to dive straight into your debt management plan and set you on the path to financial stability.
12 Week Program
$1,697.00
With our 12-week program, the duration can be extended if needed, ensuring we meet your unique financial needs and goals. Here’s what you can expect:
- Updated Digital Monthly Budget Planner: A printable planner to help you track your income, expenses, and cash flow.
- 12 One-on-One Coaching Calls: Personal sessions where we’ll dive deep into your finances and provide guidance every step of the way.
- Comprehensive Review: We’ll go over every aspect of your finances, including income, expenses, and cash flow.
Throughout the 12 weeks, we’ll cover essential topics such as:
- Developing a plan to pay off credit card debt within a set timeframe.
- Defining what financial stability means to you, and tailoring your plan to match.
- Identifying any fears or roadblocks around budgeting.
- Analyzing your spending habits and finding ways to optimize them.
- Building a sustainable savings strategy and much more.
- Week 1: Financial Goal Setting & Mindset
- Week 2: Understanding Income & Expenses
- Week 3: Creating a Budget
- Week 4: Analyzing Spending Habits
- Week 5: Emergency Fund & Savings Goals
- Week 6: Managing Debt
- Week 7: Financial Prioritization & Planning
- Week 8: Credit Management
- Week 9: Cutting Costs & Saving More
- Week 10: Reviewing and Adjusting Your Budget
- Week 11: Building Wealth & Investments
- Week 12: Financial Review & Future Planning
Each plan is customized to your personal situation. We understand that financial stability and success look different for everyone, and our goal is to help you create a plan that gets you on track toward your version of financial security and peace of mind.
We offer two flexible payment plan options for our 12-week program:
- Three monthly payments of $997
- Six bi-weekly payments of $498
Choose the option that works best for your budget, and let us help you take the next step toward your financial goals! Please book a consultation first for flexible payment plans.
Digital Products
Updated Digital Monthly Budget Planner
$10.00
Are you looking for the perfect planner to keep track of your monthly budgeting information? With this Digital Monthly Budget Planner, you can easily print it out and fill it in as needed. If you miss a month, no worries — the calendars are undated, so you can start fresh whenever you’re ready. Simply purchase a binder of your choice, print your new planner pages, and you're all set to take control of your finances and stay on track toward success. Delivered within 24hrs.
Do You Have Question
Which service is for you? Book a consultation and remember it goes towards your service if you book within 30 days