Financial

PLANNING AND COACHING

The time is NOW!

Let’s work together to create a realistic plan to take control of your finances and reach all of your financial goals!  Check out our sessions and bootcamps that will help you reach your financial goals.

 

 

 

 

 

 

 

 

 

 

My strong passion belongs to professionals, creative professionals, entrepreneurs and new families to demystify finances and help them make their dreams2reality.

Maybe…

  • You have few questions about your financial situation that would like to be answered.
  • You like a review and few immediate recommendation.
  • You need a hand to stay track on your budget.
  • You need help to create a strategy to tackle you debt.
  • Or, You are looking for a realistic way to reach your goals.
If you are ready for the changes then check out my powerful financial planning and coaching sessions that fit your needs.
Financial

PLANNING AND COACHING

The time is NOW!

Let’s work together to create a realistic plan to take control of your finances and reach all of your financial goals!  Check out our sessions and bootcamps that will help you reach your financial goals.

My strong passion belongs to professionals, creative professionals, entrepreneurs and new families to demystify finances and help them make their dreams2reality.

Maybe…

You have few questions about your financial situation that would like to be answered.

You like a review and few immediate recommendation.

You need a hand to stay track on your budget.

You need help to create a strategy to tackle you debt.

You are looking for a realistic way to reach your goals.

Or, you want to understand money some more and receive a financial education you should have received in school?

If you are ready for the changes then check out my powerful financial planning and coaching sessions that fit your needs.

Financial Strategy session Financial Planning and Coaching Finances Demystified

Do you have just a few financial questions that you would like answered?  Would you like to ensure you are financially on the right track and immediate recommendations on your financial situation?  Are you considering switching careers or need a strategy to bring your Dreams2Reality?

You will receive:

  • 30 minute Discovery Meeting to explore the areas that you need coaching in prior to the hourly fee being charged
  • In Person or Google Hangout Meeting
  • Expert advice on your financial and life questions
  • Action plan to organize and keep track of all items discussed during the coaching session
  • Upkeep sessions can be scheduled as needed
  • Option to continue ongoing monthly coaching (additional monthly fee)

Hourly Coaching Investment: $250/hour

Have you created a budget, but have no idea where it is?  Do you find it nearly impossible to stay on track with the budget you set?  Are you wondering where your money is going every month?  The Budgeting Session can answer all of these questions and more!

You will receive:

  • 15 minute Discovery Call to determine your specific budgeting issue
  • 60 Minute In Person or Video Call to delve into your current financial situation
  • Analyzation of your spending to determine where your money is going each month
  • Written budget and education on how to maintain your budget w/free tools
  • Option to continue ongoing monthly coaching to ensure you stick to your budget (additional monthly fee)

Investment: $400

Have you created a budget, but have no idea where it is?  Do you find it nearly impossible to stay on track with the budget you set?  Are you wondering where your money is going every month?  The Budgeting Session can answer all of these questions and more!

You will receive:

  • 15 minute Discovery Call to determine your specific budgeting issue
  • 60 Minute In Person or Video Call to delve into your current financial situation
  • Analyzation of your spending to determine where your money is going each month
  • Written budget and education on how to maintain your budget w/free tools
  • Option to continue ongoing monthly coaching to ensure you stick to your budget (additional monthly fee)

Investment: $400

Are you feeling overwhelmed with your debt and need help to create a strategy to tackle it all?  Do you need further clarity on ways you can reduce your interest rates or student loan payments?

Let’s work together to Kill Your Debt!

You will receive: 

  • 15 minute Discovery Call to determine your specific budgeting issue
  • 60 Minute Video Call to delve further into your debts
  • Plan to pay down your debt and your debt free date
  • Education on how to stick to your debt reduction plan
  • Option to continue ongoing monthly coaching to ensure you stick to your debt reduction plan (additional monthly fee)

Investment: $350

If you are looking for a realistic strategy to reach your financial goals, now and in the future, Dreams2Reality Financial Planning is for you!

  • A personal, actionable and comprehensive financial plan
  • 1-hour Discovery Meeting
  • 1-hour Plan Delivery Meeting
  • My assistance in implementing all recommendations within the financial plan
  • Unlimited email and phone access during the planning period

Dreams2Reality Financial Planning Financial Planning and Coaching Finances Demystified
If you are looking for a realistic strategy to reach your financial goals, now and in the future, Dreams2Reality Financial Planning is for you!

  • A personal, actionable and comprehensive financial plan
  • 1-hour Discovery Meeting
  • 1-hour Plan Delivery Meeting
  • My assistance in implementing all recommendations within the financial plan
  • Unlimited email and phone access during the planning period

I want to join you in your journey to demystify finances and make your dreams2reality.

If you are feeling lost on what’s the right coaching plan for you but you are ready for the changes in your life and finances then I would like to invite you to experience a powerful talk with me!