FINANCIAL DEEP DIVE PACKAGE - 6-Month Package
SIX-MONTH COACHING PACKAGE INCLUDES:
First session (1 x 2 hrs) via Zoom
6 follow on sessions (6 x 1 hr sessions) via zoom
Unlimited support via email
Notes, actions, and homework provided between sessions
Spreadsheets of income, expenses, assets, debts, and net worth
Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money
Package valid over a period of 6 months.
This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.
$5500 IF PAID IN FULL VIA ZELLE OR VENMO
OR $1111/MONTH FOR 6 MONTHS
*3% will be added for credit card transactions
SIX-MONTH COACHING PACKAGE INCLUDES:
First session (1 x 2 hrs) via Zoom
6 follow on sessions (6 x 1 hr sessions) via zoom
Unlimited support via email
Notes, actions, and homework provided between sessions
Spreadsheets of income, expenses, assets, debts, and net worth
Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money
Package valid over a period of 6 months.
This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.
$5500 IF PAID IN FULL VIA ZELLE OR VENMO
OR $1111/MONTH FOR 6 MONTHS
*3% will be added for credit card transactions
SIX-MONTH COACHING PACKAGE INCLUDES:
First session (1 x 2 hrs) via Zoom
6 follow on sessions (6 x 1 hr sessions) via zoom
Unlimited support via email
Notes, actions, and homework provided between sessions
Spreadsheets of income, expenses, assets, debts, and net worth
Optional co-managed support setting up and maintaining net worth and budget tracking in Monarch Money
Package valid over a period of 6 months.
This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.
$5500 IF PAID IN FULL VIA ZELLE OR VENMO
OR $1111/MONTH FOR 6 MONTHS
*3% will be added for credit card transactions