What’s Your Toughest Financial Challenge?
Maybe you want to make 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.
We are Financial Coaches, not Financial Advisors.
We are not here to advise you on your investments or try to sell you any financial products. Our priority is to help you understand the fundamentals of personal finance and develop healthy money management habits.
We partner with clients who are looking to:
Get organized. Organizing your financial documents and creating a net worth statement is an important step in becoming financially empowered.
Track spending and set a budget. Creating a cash flow statement and budget will help you make more thoughtful decisions on your future spending and saving.
Create financial 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.
Understand credit scores and credit reports. 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.
Learn investment basics. Arm yourself with the fundamentals so you can make better decisions about where and how your money is invested.
Wondering if working with a financial coach is right for you?
Get in touch and we’ll send you a link to our Aspire Financial Empowerment Questionnaire. It takes just a couple of minutes to complete and gives us an idea of what areas you may need to focus on. Once we’ve reviewed the questionnaire, we’ll call you to discuss which coaching package is right for you.
Our Coaching Packages
JUMP START
Our “Jump-Start” package targets individuals who are new to financial wellness. We will walk you through the basics of personal financial management and explain why financial empowerment is the key to long-term financial wellness. This package includes a 1-hour live coaching session (in-person or via zoom) where we will review your monthly spending and help you create a financial plan that includes financial goals that align with your core values. This package is a must for anyone who feels intimidated by money and wants to be in control of their financial well-being.
EMPOWER ME
The “Empower Me” package will target ANY area of personal financial management where you are feeling overwhelmed. Whether you need help with financial organization, debt management (including credit cards and student loans), budgeting, creating net worth statements, or basic investment knowledge, we can help you manage through your most difficult challenges.
STAY-ON-TRACK
Our "Stay-On-Track" package is our most economical package. It puts you in charge of your financial wellness by giving you the tools to organize and manage your finances, but also gives you email access to our coaches and one 15-minute call a month to catch up on how you are doing with budgeting and spending. Did you ever wonder why Weight Watchers was so successful? It's because they hold their clients accountable. Let us help you stay on track of your financial wellness until you have the confidence to meet your financial goals.
COLLEGE GRADS
Our “College Grads” package targets young adults who have recently graduated from college and have limited financial knowledge and experience. Many college graduates are making big decisions about employment choices and benefits, and are tackling student loans and credit card debt for the first time. This package includes two 1-hour live coaching sessions (in-person or via zoom) where we will cover the power of compound interest (and how it can help meet savings goals), paying off student loans, taking advantage of employee benefits, and spending awareness. Understanding money in their 20’s will help them to make financial decisions that will allow them to meet important financial goals throughout their lifetime.
Questions? Let’s chat. Click below to schedule a FREE consult!