Finance/ServicesBusiness Services/CoachingBusiness Services/ConsultantsFinance/Debt CounselingWellness/Life CoachWoman Owned
Hours:
Monday -Thursday 9:30 - 4:30
Friday 9:30 - 2:30
We serve our clients by providing private coaching programs, talks, and workshops around personal finance topics; giving them tools and strategies to organize their finances, strengthen their relationships, and build wealth!
Financial Freedom ELITE
(12-month program)
-ELITE for women to develop confidence and a better relationship with money. (monthly cash flow, paying off debt, saving, investing, money mindset, goal setting, accountability, and joy)
-ELITE for couples to get on the same page and discover how best to have an equal partnership around money. (common vision and goals, money conversations and communication, monthly cash flow, paying off debt, saving, investing, accountability, family, and happiness)
-ELITE Business Growth for Entrepreneurs to grow their business revenue, profitability and cash flow in the first one to three years. Business growth topics, tools, and strategies may include: monthly cash flow, new client acquisition, profit and loss, business growth, leadership mindset, accountability, and celebrating success. Personal finance topics included upon request.
Money & Wealth
(3-month program)
-for individuals or couples to set up tools and strategies to organize monthly cash flow, debt and saving.
VIP Sessions
(1 time)
-for individuals or couples to better understand a financial issue and develop a plan to move forward. (home purchase, prepare for a career change, divorce, retirement, becoming single, or death of a spouse)
-90-min or half-day
Speaking, Talking, Seminars
-Personal finance topics for your group, association, or event.