Financial Planning

My signature product is the 90 Day Money Mastery Coaching Program. This comprehensive, step-by-step system helps you quickly and easily take charge of your finances, saving you money, energy, and time. This program takes the guesswork out of money, allowing you to align your funds with your dreams, pay down your debts, prevent you from digging financial “holes”, and shows you ways to make your money work harder for YOU. Best of all, this system helps you to think about and approach financial matters with ease, grace and confidence. This is especially suited to professional women and women entrepreneurs, who may feel overwhelmed and unfamiliar with certain financial concepts. However, anyone can benefit from completing the coaching program. At the end of the program, you will have a personalized Prosperity Plan that will help you quickly and easily achieve your goals now and in the future.

What’s Included:

  • A complete financial analysis (including tax return review, bank account review, wage statement analysis, retirement plan review, investment account review, and credit report analysis).
  • A targeted 3-phase plan, outlining overall objectives, steps to take to reach those objectives, and helpful tips and strategies to implement (Phase 1: Financial Analysis Results; Phase 2: Short Term Plan; Phase 3: Long Term Plan)
  • Initial consultation call (up to 30 minutes)
  • Two follow up/progress calls (up to 30 minutes each)
  • Weekly check-ins, to-do lists, and reminders
  • 3 video recordings (one for each phase) that will help you along your journey
  • Unlimited email access to me during the 90-day period

Benefits:

  • A clear, easy to follow plan
  • Immediate savings and more money realized over the short and long term
  • Structured plan for success
  • Personalized coaching and guidance

Interested?

Please sign up for a FREE consultation below. You will be contacted within 3 business days to set up a time for your consultation.

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