Financial Coaching Packages
FAQ
Entry Level Package
3 one hour sessions Only $299
We can meet in person or virtually. These sessions will be based on the clients goals and the path the client chooses after consultation.
Mid Level Package
6 one hour sessions Only $500(Limited Time Offer)
We can meet in person or virtually. These sessions will be based on the clients goals and the path the client chooses after consultation.
Top Level Package
12 Weekly 1 Hour Sessions $1,149
We can meet in person or virtually. These sessions will be based on the clients goals and the path the client chooses after consultation.
FAQ
What times are you willing to meet?
Ideally we would meet between 9am-5pm Mon-Fridays. However, I know this isn’t always possible, so I am open to meeting the needs of our clients.
What makes you qualified to help me?
I have been enamored with finances since college. I have completed several finance classes at UW-Oshkosh including Personal Finance, Micro and Macro Economics and Accounting classes. I have monitored my finances with spreadsheets for over 20 years. Yes I’m one of those spreadsheet nerds. I have read countless books that have guided my own financial path. Working with me you will get a combination of working with Dave Ramsey( and Robert Kiyosaki(Author of Rich Dad, Poor Dad). Also, I have over 20 years experience following the stock market and have learned some of the does and don’t that will further aid in guiding you down the best financial path.
Why is one of your focuses working with divorced clients?
Having gone through a divorce myself, I understand how scary it can be to know all of a sudden you are a sole income family with kids depending on you. I want to help those individuals through those scary times and beyond. I am proof it can be done and it can even be more fruitful on the other side of all the fear.
If I’m already in debt, why would I pay someone to help me causing me to go more into debt?
In my opinion there are 2 main reasons a financial coach is well worth the cost.
#1- with a client paying for this service, they are much more likely to work the financial plan that is setup with a financial coach because they will be held accountable. Being held accountable helps the client tune out other distractions and unproductive habits.
#2-Have you even heard the line, give a person a fish they eat for a day, teach them to fish, they eat for a lifetime? I feel the same holds true for finances. A financial coach can teach you how to correctly use money as something positive in your life and how to have it help you achieve both your short term and long term financial goals.
The first review will go here, which will hopefully be a positive one 🙂
John Doe
/
ACME Company
How can we help?
✓ We are here to assist you with any
✓ Contact us now