Transforming your life can be tough, even with a roadmap like my book Thrive. My personal financial coaching packages guide you through my signature Six Steps to Financial Freedom and provide you with the practical tools you need to develop your Financial Freedom Roadmap.
As a financial coach, I won't give you investment advice or recommendations. Instead, we'll take a holistic approach to understanding your emotional connection to money, relationships, and financial management habits. We'll focus on behaviours and emotions, rather than specific financial products. Our goal will be to empower you to confront your limiting beliefs and design the life of your dreams.
We will start with a session solely designed to get to know each other. I'll share with you more about my own money story, while we explore your goals and begin to chart our path forward.
All of my coaching packages are designed to provide you with the tools you need to build wealth and invest in your Financially Free Future but your roadmap will be unique to you. Depending on your situation and the package you choose, we may:
You are capable of greatness. Let's unlock it.
My Thrive, Fully program is designed to fully immerse you in a year-long financial transformation. Depending on your goals, we'll develop plans that could help you crush debt, increase cash flow, and have your money make you money. We'll also work to upgrade your mindset, unlock your superpower, and face your fears. Of course, we'll start by walking through my signature Six Steps to Financial Freedom, but with the Thrive, Fully program, we'll go so much deeper.
Thrive, Fully is limited to 8 people per year. To apply for a spot, click the button to send me an email. I'll provide you with a pre-qualification questionnaire to make sure we're a good fit, then I'll follow up with a phone or Zoom call if there are spots available.
Timeline:
12 sessions over 1 year
2 sessions during the first month to get us acquainted and start your journey.
Then, sessions each month for 9 months with a final check-in at 12 months.
Bonus Content:
Clients enrolled in my Thrive, Fully program also receive:
Fall in love with your life again.
LOVE LIFE is all about getting you to fall in love with your life again (or for the first time). With a focus on confronting your limiting beliefs, LOVE LIFE will change the way you look at money and wealth and have you swooning for your potential future. This comprehensive program will start with my signature Six Steps to Financial Freedom and end with a personalized roadmap to your future. During our time together, our goal will be to get to know you in a way you've never seen before and focus on your awesome potential.
LOVE LIFE is limited to 20 people per year. To apply for a spot, click the button to send me an email. I'll provide you with a pre-qualification questionnaire to make sure we're a good fit, then I'll follow up with a phone or Zoom call if there are spots available.
Timeline:
7 sessions over 6 months
Monthly sessions for 6 months, with an additional session up-front to get us started.
We will work with your schedule but ideally, this program will take about six months.
Bonus Content:
Clients enrolled in my LOVE LIFE program will also receive:
Whether you’re downing in debt, want to be more present with your family, or just looking for a way of life that doesn’t leave you exhausted, my signature Six Steps to Financial Freedom walks you through the foundations of better money management, so you can live the life of your dreams. We'll define your Why, develop a personalized budget, set up your debt repayment and emergency plans, explore ways to increase your income, and set you on your path to Financial Freedom.
Timeline:
4 sessions over 3 months
Monthly sessions for 3 months, with an additional session up-front to get us started.
We will work with your schedule but ideally, this program will take about three months.
Bonus Content:
Clients enrolled in my Financial Freedom program will also receive:
If you're looking for a check-in or just have a few questions you want to chat about, this option could be for you. The Girlfriend Option is a great addition to my other packages or as a stand-alone. Please be mindful that spots are limited and there may be a waitlist.
Do you and your spouse have trouble seeing eye to eye when it comes to your finances?
My Together program is uniquely designed for couples who want to build their wealth and achieve a financially free future. My signature Six Steps to Financial Freedom has been revamped with couples in mind. In our time together, we'll explore your individual relationships with money, define your goals, and get you working together. Two is usually better than one and that's especially true for this program. With double the potential, you will be on your path to Financial Freedom in no time.
Timeline:
7 sessions over 12 months
Monthly sessions for the first two months, then bi-monthly sessions for the rest of the year.
We will work with your schedule but ideally, this program will take about 12 months.
Bonus Content:
Clients enrolled in my Together program will also receive:
Looking for a promotion? Contemplating quiet quitting? Wondering whether a new career is right for you? My Rise Up program is designed for career-minded Millennial women who know they are capable of greatness but are just not sure how to rise through the ranks in their career. We'll explore the options available to you and help you chart a path forward.
My Rise Up program typically takes 3 - 6 months to complete but due to the nature of the program, we schedule calls as needed. Whether you're looking for one session or twelve, the choice is up to you.
Tired of the grind and looking for a side hustle you love, or a passive income stream to let you retire early? We'll review your strengths and match those with potential options to explore. I'll guide you through the initial planning stages and support you as you launch.
Due to the nature of my Making Bank program, there is no set schedule or timeline. We will schedule calls as needed.
Most of my wealth comes from my success in residential Real Estate Investing. If you're looking to become a residential landlord, this program is for you. I'll share my proven strategy for identifying and purchasing the best properties, selecting tenants, and creating a positive cash flow. We'll walk through the legal issues you'll have to consider and help you identify financing options.
I'll also provide you with the templates and tools I personally use in my rental business.
Due to the nature of my Real Estate Investing program, there is no set schedule or timeline. We will schedule calls as needed.
I am not a licensed financial advisor. My services are offered in a coaching capacity only and they are not a substitute for legal, financial, accounting, or other professional advice. All decisions, whether financial or otherwise, are yours to make alone. Likewise, should you use any product, service, or information, you are doing so at your own risk. Neither I nor my company nor the publisher, are responsible for any representations made during the course of the counseling relationship. Neither I nor my company nor the publisher, make any promises about the level of income that may be earned from using any products, services, or information.
Please contact me if you cannot find an answer to your question.
While my goal is to help millennials (and others!) achieve their full potential and reach financial freedom, I am retired and my time, like yours, is valuable. I want to make sure that our time together is helpful to you. By limiting the number of clients I take on, I am able to give you undivided attention during our sessions and spend significant time preparing for them.
If personal coaching isn't possible for you right now, I offer group workshops. My book is also only $8.99 as an e-book on Amazon and I offer lots of free resources.
While all these professions strive to help individuals improve their lives, therapists typically focus on addressing mental health issues and past traumas, while coaches focus on helping individuals achieve their goals. A financial advisor can recommend specific financial products to help you grow your wealth while a financial coach will work with you to develop a holistic financial plan.
When discussing financial and personal matters, confidentiality is of the utmost importance. For this reason, I follow strict guidelines for maintaining client confidentiality.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.