Financial Coaching


We currently provide two formats to meet your financial coaching needs!

1-on-1 Coaching

1-on-1 coaching sessions are perfect for people that want some hands on support to improve their financial health!

Program Details

Our 1-on-1 financial coaching features private consulting with our lead coach. The program includes 6 monthly sessions (one session per month) that will:

  1. Help clients develop personalized financial plans that are tailored to their financial needs and goals.
  2. Teach clients how to understand and analyze their credit, develop a budget and savings habits, and improve and maintain their credit score.

We provide both in-person and virtual sessions to reach clients near and far. Though we recommend taking all 6 sessions for maximum results, it is not required.

 

Group Workshops

Group workshops are great for accountability partners that are ready to kickstart their financial makeovers!

Program Details

Our group workshops include 3 monthly sessions that teach clients how to understand and analyze their credit, develop a budget and savings habits, and improve and maintain their credit.

Groups workshops may include a maximum of 10 participants. Though we recommend taking all 3 workshops for maximum results, it is not required.

 

Session Breakdown

Each of our sessions will teach clients stackable financial skills that they can use to achieve their financial goals! Please read below for a full description of each session.

Session 1

  • Educate on credit basics: hard inquiries, collections, charged-off accounts, credit card usage, etc.
  • Pull credit reports from Equifax and TransUnion
  • Create improvement plan for credit
  • Create budget and provide creative ideas to cut back and save
  • Submit disputes (if needed)

Session 2

  • Pull credit report rom Equifax, TransUnion and Experian
  • Follow-up on credit improvement plan, revise if needed
  • Analyze budget
  • Establish savings goals
  • Follow-up on disputes (if needed)

Session 3

  • Pull credit reports
  • Follow-up on credit improvement plan, revise if needed
  • Analyze budget
  • Follow-up on savings goals
  • Submit additional disputes (if needed)

Session 4

  • Pull credit reports
  • Analyze budget
  • Follow-up on savings goals
  • Follow-up on additional disputes (if needed)

Session 5

  • Pull credit reports
  • Analyze budget
  • Follow-up on savings goals
  • Educate client on how to maintain credit score

Session 6

  • Pull credit reports
  • Analyze budget
  • Follow-up/update savings goals to ensure they are sustainable
  • Educate client on how to maintain credit score