Financial Coaching Packages

What's Your Greatest Financial Challenge?

Maybe you want to create a budget you can actually stick to. Perhaps you’d like to pay down credit card debt or figure out how to build an emergency savings fund. Maybe you want a better understanding of basic financial concepts so you can make better decisions with the money you have saved. Or maybe it is all of the above. No matter what your concerns are, we can help you do the following:

Organization

Organizing your financial documents and creating a net worth statement is an important step in becoming financially empowered.

Create Financial SMART Goals

Setting short- and long-term financial goals, then aligning your spending and saving with these goals, can help you get on track and stay on track.

Create A Spending Plan(Budget)

Creating a spending plan(budget) will help you make more thoughtful decisions on your future spending and saving.

Understand Credit Reports and Credit Scores

You’ll learn the factors that can positively and negatively impact your credit score, as well as strategies for maintaining or improving your credit score.

Financially Ever After Coaching Packages

Our coaching packages were designed to help you become financially successful, no matter where you are in your financial journey.

Jump Start

“Jump-Start” package targets individuals who are new to financial wellness or need "Re-Start". We will walk you through the basics of personal financial management . This package is a must for anyone who feels intimidated by money and wants to be in control of their of their financial life.

This package includes the following:

1-hour live coaching session (in-person or via zoom) where we will review your monthly spending
Help you create a financial plan that align with your financial goals .

The Empowerment

"The Empowerment" package will target ANY area of personal financial management where you are struggling. Whether you need help with financial organization, credit building, budgeting, debt management or savings strategies. This package includes the following:

90 days (3) monthly 1 hour coaching sessions
Action Plan
Supportive Workbook
Email support between each session

The Maintenance

"The Maintenance" package helps you to stay on track. It puts you in the driver's seat of your financial wellness by giving you the tools to organize and manage your finances.