1:1 Coaching Package

Description

This package is perfect for someone who is looking for regular check-ins and guidance as they work to improve their financial situation.

What the package includes:

• Six 1 hour coaching calls
  • Always Confidential & Always Judgement Free
• Access to all of our spreadsheet tracking tools
  • We don’t just set you up for success, we give you the tools to keep it going
• Customized Action Plan
  • Based on where you are and where you want to go

How It Works:

• Email us to confirm your spot and we’ll send you an invoice
• Sessions are scheduled at a mutually convenient time
• Sessions are spaced approximately 2 weeks apart
• Sessions can be focused on individual or household goals

What to Expect:

• Session 1 – Introductions – Tell us about yourself!
  • In this session, we’ll ask you some questions to gain an understanding of where you are now and what areas you want to focus on most
• Session 2 – Plan Rollout and Roadblock Discussion
  • In this session, we’ll present you with an action plan and talk through any potential challenges you see
• Session 3 – Action Item Check In
  • In this session, we’ll check in on your progress toward your action plan items, make any necessary tweaks, and answer any questions that have come up
• Session 4 – 2 Week Check In
  • In this session, we’ll check in to see how the first 2 weeks on your new plan are going and answer any questions that have come up
• Session 5 – 4 Week Check In
  • In this session, we’ll check in to see how the first 4 weeks on your new plan are going and answer any questions that have come up
• Session 6 – Revisit & Any Last Questions
  • In this session, we’ll make sure you have the tools you need to revisit and update your plan as needed and we’ll give you the opportunity to ask any final questions that have come up