What is a Personal Finance Coach?

A Financial coach works to educate their clients on the basis of personal finance and build their financial literacy- a.k.a their financial knowledge. 

TYPE OF SERVICES

THE BASIC BUDGET |$75

image3

"The Basic Budget" is not so basic- this is a customized budget that includes expenses and spending review. 

BUNDLE OF 3 |$135

image4

"Bundle of 3" The Bundle of 3 option includes the same service as "The Basic Budget" PLUS a customized savings plan as well as a customized repayment debt plan based on your needs.

THE FULL PACKAGE |$250

image5

"The Full Package" aka "The I Want it All" option is a Four (4) week process where it also includes the other options (personalized budget, savings plan, debt repayment plan). 

Services

FULL PACKAGE + 8 |$325

image6

"The Full Package + 8" includes the same as the full package (option 4) but instead of a 4 weeks process, it will be 8 weeks (2 months) of us working one-on-one to achieve all of your goals and set you up for success. 

EXTRAS |$15-$45

image7

If none of the options I offer work exactly for you- you have the option of customizing the service so it can work for you. If you only want a the Savings Plan or Debt repayment plan you have this option.

BUDGET APP SET-UP |$10

image8

I offer the option of setting up your personalized budget on a mobile app I recommend and will walk you through the process. The cost of this services is an additional $10 if desired.