Our Services
Pathway Coaching
Core Yearly Coaching Package (12 Month commitment)
Achieving true financial stability and success doesn’t happen overnight—it requires consistent strategy, expert guidance, and ongoing support. This comprehensive 12-month coaching package is designed to help you create and stick to a long-term financial plan that fits your lifestyle and goals.
What’s Included:
✔️ Full Financial Strategy Meeting – A deep dive into your finances, including budgeting, debt management, home buying, credit improvement, and major financial goals.
✔️ Monthly Check-Ins for the First 6 Months – Stay accountable and adjust your strategy as needed.
✔️ Quarterly Meetings for the Next 6 Months – Ensure long-term success and financial growth.
✔️ Access to an Online Budgeting Tool – Sync your bank and credit card accounts for real-time tracking of spending, debt repayment, and savings goals.
✔️ Fully Tailored Financial Plan – A personalized approach based on your resources, time frame, and financial priorities.
✔️ Ongoing Support & Adjustments – Continuous refinement of your plan to maximize success.
🔹 Commitment: This year-long program is designed to ensure you build lasting financial habits, make significant progress, and achieve your financial milestones with confidence.
Start your journey to financial freedom and long-term stability—enroll today!
Growth Gear
Monthly Coaching Subscription (6 month commitment)
Achieving financial stability takes time and consistency. This ongoing coaching program provides personalized, 1-on-1 support to help you implement and refine your financial strategy over time. Whether you're working on budgeting, saving for a home, improving your credit, or paying down debt, I’ll guide you every step of the way.
What’s Included:
✔️ Monthly 60-Minute Zoom Calls – Review progress, adjust your strategy, and stay accountable.
✔️ Personalized Financial Roadmap – A tailored plan to keep you on track toward your financial goals.
✔️ Access to an Online Budgeting Tool – Sync your bank and credit card accounts for real-time spending analysis, debt repayment tracking, and savings goal planning.
✔️ Ongoing Implementation Support – Guidance on sticking to your plan and making necessary adjustments.
✔️ Exclusive Resources & Tools – Access to worksheets, financial templates, and goal-setting frameworks.
🔹 Commitment: A 6-month minimum ensures enough time to create lasting financial habits and see meaningful progress.
Take control of your finances with consistent support and expert guidance—enroll today!
Pathway to Success
One-Time Financial Strategy Session
Struggling to get your finances on track? This 90-minute deep dive provides a clear, actionable plan to help you take control of your money. Whether you need help with budgeting, debt repayment, saving for a home, or reaching a major financial goal, this session will provide a personalized roadmap to set you up for success.
What’s Included:
✔️ Comprehensive Financial Review – We’ll analyze your income, expenses, debt, and savings to find areas for improvement.
✔️ Personalized Financial Strategy Plan (PDF) – A step-by-step guide tailored to your financial goals.
✔️ Online Budgeting Tool Access– Sync your bank and credit card accounts for real-time spending analysis and financial planning.
✔️ 30-Day Email Follow-Up – Get ongoing support and answers to your questions as you implement your strategy.
Take the first step toward financial clarity—book your session today!
Contact us
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