Investment: $450
Personal Financial Coaching
Managing a household budget can feel overwhelming, especially when balancing the needs of growing families. This service empowers you to take control of your finances with confidence, helping you meet your financial goals while staying true to your values. Whether you’re saving for a big milestone, trying to live on one income, or simply seeking more financial clarity, this service is designed to bring peace to your financial life.
What’s Included?
Discovery Session
A full review of your current financial situation, including income, expenses, savings, and debt.
- Identify your unique goals, such as:
- Living on one income.
- Saving for a big goal (e.g., childcare, education, family travel).
- Reducing financial stress and finding balance.
Personalized Financial Plan
A step-by-step plan to meet your family’s specific goals, including:
- Creating a sustainable household budget.
- Building savings for specific goals.
- Reducing unnecessary expenses while aligning spending with family values.
Practical Tools & Resources
- Personalized budget templates and financial planning worksheets.
- Tips for meal planning and grocery budgeting to save money.
- Recommendations for apps and tools to streamline household finances.
Follow-Up Coaching
- Two follow-up sessions to track progress, troubleshoot challenges, and make adjustments to the plan.
Add-On Options
Custom Savings Plan for a Specific Goal
- Dive deeper into big-picture goals like growing your family, paying off large debts, or building a family emergency fund.
- Focused session to create a plan for saving for a single goal, such as transitioning to one income, buying a home, or funding a family trip.
Monthly Financial Coaching
- Ongoing monthly sessions for continued accountability, support, and plan adjustments.