Monthly Financial Coaching

Service Description

We build a custom budget tailored to your needs. This gives you an in-depth look at what you make, and where it goes each month. We also give you a list of your debts and a priority schedule to pay them off. Finally we offer a summary of your total financial situation, and your trajectory if you follow the budget, as well as a trajectory if you continue without a budget. In addition to the budget creation; we do monthly coaching calls to help guarantee success through accountability and situational reviews. Having recurring coaching allows us to refine your budget based on your pace and desired outcomes. This ensures you build habits to reinforce financial awareness and success. Ongoing coaching provides the greatest outcomes, and the longest lasting success rate due to having a long term accountability partner. Our team is dedicated to helping each person realize their own success, through their own initiative. By offering assessments and guidance along the way, financial freedom is at the tip of your fingers.