Peace of Mind. Power to Thrive.
Financial Coaching Services
This free 15-minute voice or video call is a brief but meaningful introduction between you and your prospective financial coach. It includes:
A warm welcome and overview of our coaching style
A chance for the you to share your financial goals and challenges
A summary of what financial coaching looks like
Open Q&A to address initial questions
An opportunity to assess mutual fit before moving forward
No prep required, just a thoughtful conversation to explore potential.
Our Discovery Call is a detailed 1-on-1 session designed to uncover the full picture of your financial life. It goes far beyond a surface-level check-in—it’s a strategic review that sets the foundation for meaningful progress. Here’s what it includes:
Financial Overview
We’ll assess your income, savings, and financial structure to understand what’s working and where you may be stuck.
Budget Breakdown
Together, we’ll evaluate spending habits and budgeting strategies. You’ll gain clarity on where your money’s going and how to realign your budget to fit your goals.
Debt & Expense Review
We take an honest look at your credit card balances, loans, and monthly obligations—from groceries to subscriptions—so you can start tackling debt with confidence.
Real-Life Strategy
No judgment—just insights. We’ll explore how to optimize your daily living expenses without sacrificing quality of life.
Whether you’re seeking clarity, control, or a full financial reset, this Discovery Call is the first step toward transformation. Ready to take the leap?
What You Can Expect:
Reset: Take an honest look at what’s holding you back—habits, debt, overwhelm—and start fresh with renewed energy and strategy.
Rise: Build momentum with practical steps that align with your values and goals, from budgeting and saving to improving your money mindset.
Monthly Sessions Include:
Twice a month 1-1 sessions and weekly email support
Tailored financial coaching based on your evolving goals
Hands-on budgeting support and action planning
Progress reviews and recalibration
Accountability, motivation, and mindset coaching
This is for you if:
You’ve completed your Money Mapping Session and you’re ready for real change
You want consistent support to stay on track and feel empowered
You crave peace of mind and powerful financial progress
Money Mastery Program isn’t just a service—it’s a partnership designed to help you reclaim control and move forward with strength and peace.
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Contact Us
Have questions? Fill out some info and we will be in touch shortly. Use the Booking button to schedule your zero cost Money Clarity Call. We can’t wait to hear from you!