Service Description

This package is for individuals that have trouble managing money. Coaching begins with meeting with your financial coach to review financial status & build an initial financial plan to achieve your goals. Then, you and your coach will have a quarterly planning meeting to guide you in continual progress on your finances including: ⚫ Full audit on current financial situation ⚫ (2) 2-hour sessions (once a month) & (2) 45-minute follow up sessions ⚫ Identify spending habits and money motive ⚫ Organize your bills into simple files & discuss ways to manage debt ⚫ Discuss how to build an emergency savings ⚫ Recommendation for payment of expenses- what to pay, how much & when…etc ⚫Personalized template or planner ⚫Reviewing and improving your credit report