Complete Coaching Program Bronze Package

Description and what's included

Our Complete Coaching Program is designed to look at your complete current financial situation and identify critical areas to focus on for improvement. Together we will set and prioritize your financial goals, develop an action plan to achieve them and work on the action steps to make it there. Your coach will provide you support, guidance and the education that is required.

The difference in the packages is the length of the program, the number of updates to your financial assessment and the number of coaching sessions. Reaching financial goals is not a sprint, it's a marathon. The time spent with a financial coach makes the difference.

The Bronze Package is the shortest and most budget friendly. It is a 3 month program with 3 coaching sessions, not counting the time it takes to complete your financial assessment

The package includes:

  • Personal Financial Assessment covering 31 key areas
  • Your own client portal, containing all emails and documents
  • 3 coaching sessions (30 minutes per session via Zoom)
  • Email support between sessions
  • Education and worksheets
  • 1 free course based on your goals
  • Progress tracking and re-planning 
  • 1 update of your Financial Assessment


Additional coaching sessions are available at $30.00 per session. They can be scheduled as needed.

Updates to your Financial Assessment is recommended every 6 months. Additional updates are $50.00 per update.

Take control of your personal finances by starting today.

Pricing Options

This program can be purchased in full or split between 2 installments.

Course curriculum

  • 1

    Welcome

    • Welcome

    • Prepare for First Meeting

    • Program Choice Survey

FAQ

  • What if I decide the program is not working for me?

    I am certain that will not happen. However if it does happen, I will gladly refund all portions of the package that has not been completed. A written request is all that is required.

  • If I want to take another course after the one free course is there a discount?

    Absolutely, All additional courses would be at a 30% discount. All you need to do is let me know what course you want to take and I will send you a coupon code.

  • I am a busy person, how can I set up my coaching sessions around my schedule?

    When it is time to schedule a coaching session I will send you an email with a link to my calendar so you can select the best available day and time that fits your schedule.