STARTING POINT
- You live paycheck to paycheck even though you make GOOD money!
- You use credit cards to pay for emergencies because you struggle to save
- You’re drowning in debt and don’t see a way out
- You want to build investments but don’t know where to start
- You want help, but you can’t bring yourself to tell people you know
- You’re fighting about money
- You’re sick of everything above and ready for change
I understand all this because I’ve been in this exact same situation! I was afraid of surprise expenses and even some I knew were coming. I lived in the cycle of paying off credit cards only to max them out again. I spent hours wondering if my college degree was worth it after looking at my student loan amounts. I felt resentful because I thought I had done all the “right things” only to end up feeling trapped and overwhelmed. I desperately wanted to win the lottery so I could just start over again.
After living like this for years, life gave me some hard hits that forced me out of this unproductive pattern – you can read more about my story here.
FINANCIAL COACHING RESULTS
What are the biggest benefits from financial coaching?
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Becoming debt free feels not just possible, but inevitable!
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You no longer feel trapped, your mind is made up and you’re committed to change
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You know what’s important for you and you’re spending on what matters most
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You have a clear vision of the future, and you are excited to go after it
PRICING
Proven Financial Coaching Process
Financial Focus SessionMost Popular
$ 550
one time investment to get startedDeep dive money talk to give immediate suggestions and advice.
- Create a budget aligned with goals
- Get a debt repayment plan
- Set immediate and mid-term savings goal
- Walk away with tactical steps to take right away
*Focus Session includes a 2 hour one-on-one coaching session and a 60 minute follow-up meeting scheduled about two weeks later.
Get StartedMonthly Financial Coaching ProgramMost Popular
$ 450
per month for six month commitment, then cancel any timeMeet twice monthly for long-term support, accountability, and guidance.
- Clear spending plan that aligns with your goals and values
- Plan to reduce or eliminate your debt and build savings
- Craft a future vision you want to strive for
- Build financial confidence and personal integrity along the way
*Coaching Program includes 60 minute one-on-one coaching sessions twice monthly for a minimum of six months. Text and email support included with service.
Get StartedBOUNDARIES & EXPECTATIONS
Trust and Transparency Guidelines
As your Financial Coach I agree to be honest with a you even when it is not what you want to hear. I will set up and analyze a budget for you based on your specific income and expenses. Coaches are meant to help clients establish short- and long-term goals pertaining to finances; and come up with a plan to help clients reach those goals. This is what I’ll do for you.
As a client, you are expected to come prepared with requested information, and to take action on agreed upon tasks. You own full responsibility and accountability of the plans we create to reach your goals. You must be ready to make necessary sacrifices to have success. You are encouraged to contact me for help with finding financial answers or making financial decisions.
Financial coaching is designed to teach you best practices of personal and small business finance. Coaching is not for giving legal, accounting, investing or other professional advice. If your situation needs services more than what a financial coach is legally able to provide, you must seek those services from an appropriately licensed legal, accounting, or investment professional. If these questions arise during our sessions, I’ll help arm you with the information you need to seek out those services with confidence.
When you sign up for the Big Picture Financial Coaching Program, we will meet every other week via Zoom for 60 minutes for 12 sessions. During the six month program, you will have unlimited email access so that questions don’t have to wait in between meetings. Google Drive is used to share spending and savings plans as well as coaching exercises. Meeting notes are emailed out and capture action items and the agenda for our next session.
Similarly the Financial Focus Session is scheduled by you for a 2 hour Zoom session. Materials prepared ahead of the meeting will be shared via Google Drive.
Through these sessions and tools, you will gain financial clarity, understand your money blind spots, and begin making positive changes.
Picture It Personal Finance LLC will keep all facts revealed, the nature and content of discussions, and any documents provided or generated per coaching services 100% confidential. Information will only be reveal upon receipt of a written authorization with verifiable instructions from you expressing exactly what can be revealed. Personal information used for marketing (i.e. testimonials) will only be shared with your written approval.
TESTIMONIALS
