Education is the first step in our 4E process. We recommend completing our 6 Week Crash Course before taking advantage of our coaching services. This course repeats often with new classes beginning most months. Sign-up or get more information here.
Already completed the 6 Week Crash Course? Great! You’re ready for the next 3 steps of the 4E process… Evaluation, Execution and Encouragement. These steps are accomplished through individual coaching sessions.
Initial Coaching Services
In our initial 3-month coaching session, clients will receive help with:
- Assessing current financial baseline
- Setting financial goals and timelines
- Establishing a budget
- Evaluating emergency fund requirements
- Revealing and improving money beliefs
Introductory price is $250 for a single person or $300 for a couple. Clients will receive up to 10 hours of in-person or Zoom consultation, one 15-minute phone call per week (as needed) and unlimited email correspondence (within reason and as time permits).
Ongoing Coaching Services
Clients who wish to get additional help can continue their personal coaching services month-to-month for as long as needed. During this time, the coach will assist with:
- Fine-tuning budgeting process
- Starting the debt snowball
- Automating savings and investing goals
- Establishing a college 529 savings plan (if needed)
- Improving credit scores
- Motivation and accountability check-ins
Introductory price is $100 per month for a single person or $125 per month for a couple. Clients will receive up to 2.5 hours of in-person or Zoom consultation, one 15-minute phone call per week (as needed) and unlimited email correspondence (within reason and as time permits). Clients may cancel ongoing coaching services at any time.