(1) 15- Min Coffee Chat, (1) Budget Coaching Session, (1) Follow Up Call
During our 15 min coffee chat we will discuss your financial goals. Prior to our preliminary coaching session you will complete a pre-work packet. From there I will focus on creating a realistic yet flexible budget for you. I will comb through all your expenses, debt and income sources creating 3 practical budget options based on your personal goals for you to review and discuss on our coaching call.
Once we implement a plan of action we will have 1 follow up call to ensure the plan is working for you.
This program is typically for those who need to get clarity on their budget options, want to get their budget up and running, or want to create a debt payoff plan.
This program is typically not for those in need of long term financial accountability such as our 3 month coaching sessions.
Additional sessions can be added upon request.