Personal Financial Consulting Packages
Our Holistic approach to financial planning which is designed to assist you understand your financial decisions, financial habits, spending patterns, to identifying what might be holding you back from being very successful financially. Unlike traditional financial advisors, a Financial Coach takes a more holistic approach in helping clients establish and reach their financial goals by also helping them to overcome those money habits and attitudes that have inevitably gotten in the way of achieving those goals.
As part of the coaching process, we will help you:
- Better understand and manage your cash flow, savings, and investment options.
- Get ahead financially through establishment of a wealth generation plan customized to your specific needs.
- Develop the necessary financial tools, practical skills, and attitudes to allow you to make more empowered and confident financial decisions.
- By reinforcing accountability and providing motivation around financial related commitments and goals that have been set.
Our Personal Financial Consulting Packages Include:
1-Day Coaching : What this packages includes: One (1) 60-minute session where you can ask as many questions as you can in an hour, or just discuss a single financial topic in depth.
4- Week Coaching : What this packages includes four (4) personal coaching sessions, weekly accountability calls to discuss your progress on the goals that you will set, and a basic financial plan for your finances. By the end of the three months, you’ll we well on your way to setting new, healthier habits for managing your money.
6-Month Coaching: What this packages includes six (6) personal coaching sessions, weekly accountability calls, and a comprehensive financial plan for the future. By the end of the six months, your new financial habits will be a permanent part of your life.
1- Year Coaching : What this packages includes twelve (12) personal coaching sessions, weekly accountability calls, and a comprehensive financial plan for the future. By year end, your new financial habits will be a permanent part of your life.
