Individual Coaching
1-year program
This program is for high earning individuals or couples feeling like they are living paycheck to paycheck, feeling unfulfilled/unsatisfied, or wanting to use their money in a way that is aligned with their values and goals. This is you if you want: to change your financial trajectory and your relationship with money; a plan to go forward and someone who you can regularly check in with for accountability; to make sure that your financial decisions are in your best interests and help you achieve your life goals; and importantly, live without debt.
How we’ll spend the next twelve months:
Months 1 and 2:
Weekly meetings
The first months are immersive. We’ll work on getting clear on your values and goals and get an in-depth picture of your financial situation. We’ll work together to begin tracking your expenses and bring mindfulness to how you use your money. We’ll create your Bottom Line Budget.These first months are also where we do the bulk of the financial education.
Month 3 through 6: Bi-Monthly meetings
In months 3 through 6, we will be reviewing your tracking and we’ll be putting additional systems in place to ensure you are set up for success.
Months 7-12: Monthly Meetings
Months seven through 12 are to make sure you have the accountability you need, to check in on your goals, answer any questions that arise and work on planning ahead. The final month will be an annual review, where we’ll make sure you have everything you need to continue on your financial wellness journey.
Additional benefits
Unlimited access by email in between sessions. If answering the question takes less than 15 minutes, the response will be within 24 hours.
Ability to book one-on-one sessions after the year.