Individuals + Families
Our programs include everything from self-paced online training through 12-Months+ of one-to-one guided financial coaching customized to your specific situation. Through our initial consultation and discussions, we can assess which program is right for you and guide you along the way. At all program levels, our clients get full access to our online training portal, access to all online and in-person workshops, and are automatically enrolled in our Member Appreciation Program.
Our one-to-one coaching programs are broken down into three options where the differentiators are the length of time in the program and the depth at which we drill down and set goals in all areas of your life.
We offer our clients the following solutions to achieve their
Positive Money Momentum
What is included with each of these offerings?
Included with ALL Memberships
Kickoff Meeting & Foundational Budget Training (120 Minutes)
This is our orientation meeting. Your Coach will assess your personal financial situation and establish your action items for coaching. We go much more in-depth into your personal goals and what you want to get out of the program. We show you the online tools that are available to you, introduce you to our budgeting tools, and get you started on your journey to financial freedom.
Online Training Resources
You will be enrolled into the Assistant Financial Coach online training portal and will have access to all the online resources and videos that are available within the portal.
Live Events and Workshops for FREE
Join our engaging live events for FREE! We know how to make budget talk FUN and deliver talks about difficult strategies in a very relatable way. This includes both in-person events, as well, as online webinars.
Member Appreciation Program
This is our way of thanking you for being part of our lives on one level or another. We LOVE to LOVE on our members!
Included with ALL One-to-One Coaching Programs
Everything Above Plus...
Personalized 1-2-1 Coaching Sessions
Monthly Budget Plan & Review (60 Minutes)
Weekly Touchpoint Meetings (15 Minutes)
Throughout the program, you will prepare a draft budget plan for the upcoming month and bring that to your Monthly Budget Plan & Review meeting. During this time, you and your coach will review the draft plan you have prepared. You and your coach will refine the budget together and will discuss any pain-points you are having related to budgeting or any other area of the financials. You will come away from each budget meeting with take-aways that will help you finalize the budget before the month begins. Once the budget is in place, it only works if you live by the budget. Throughout the month, you and your coach will get together on 15-minute touchpoint meetings to discuss how things are going and discuss any questions that arose during the week. This is another way to help you stay accountable to the plan you established. Your coach will provide you with personalized action plans, motivation, and accountability to reach your goals throughout the month.
Debt Elimination Plan
Your coach will help you create a plan that will allow you to become free of consumer debt. Of course it depends on each person’s situation; however, most of our clients can become debt free within 18-24 months through working our program!
Starter Emergency Fund Savings Plan
Your coach will help you create a savings plan that will get you started on your emergency fund and will set in place a plan to help you achieve an ideal 6 to 8 months of emergency savings.
Discounts for Add-On Coaching Sessions
You and your coach will be meeting a lot as part of each coaching program; however, during the term of your coaching agreement, if there is a need to have additional coaching sessions on specific topics or trouble spots, we offer our one-to-one coaching clients a reduced price on our normal hourly coaching rate.
Included with the Momentum & Abundance Builder Coaching Programs
Everything Above Plus...
Five Circle Goal Setting
If you want to achieve growth in all areas of your life, it requires setting goals and taking action. There are five areas for our lives that require focused attention: Spiritual, Personal, Family, Business/Career, and Financial. We’ve got you covered on the Financial area though the Five Circle Goal Setting Program will assure that there is similar focus in the other important areas. We will talk through the importance of this activity and guide you through the discussions and exercises that will provide focused attention made in all important areas of our lives.
Referral Partner Network Consults
There are many components that go into establishing a solid financial house. It is our goal that you have checked all the boxes and there are no cracks in the foundation. We want to guide you toward a solid footing with the right people. We have a network of professionals that we trust and that we know have the heart of a teacher. Any referrals provided are to professionals in their respective industries that we know, like and trust.
**We do not sell financial products or insurances. We do not provide legal or tax advice. We receive no payments for these referrals.
Included with the Abundance Builder Coaching Program
Everything Above Plus...
Five Circle Coaching and Accountability
In the Five Circle Goal Setting exercise above, you will have set goals in all areas of your life but now we help hold you accountable to those goals and track your progress. Incorporated into your monthly meetings and touch points will be discussions that revolve around the goals you have set for each of the Five Circles.
Packages + Pricing
How Do You Sign Up? Simple...
Schedule a 15-minute call. Make initial contact & find out more.
Fill out our Financial Evaluation Worksheet & schedule your free 30-minute consultation.
We send you a customized proposal which outlines the services.