Financial empowerment is the process of gaining financial freedom by having control over where you spend your money, how much you spend and how much you save. But, very few adults can say they are truly financially empowered.
The truth is, we tend to invest in our physical and mental health and ignore our financial health. However, being financially empowered can actually reduce stress and can improve our overall sense of well-being.
Our goal is to help our clients improve their financial well-being in order to:
From budgeting basics to setting realistic financial goals, working one-on-one with us will put you on a path to becoming empowered and confident with money — so you can create a life you love!
Our “Jump-Start” package targets individuals who are new to financial wellness. We will walk you through the basics of personal financial management and explain why financial empowerment is the key to long-term financial wellness. This package includes a 1-hour live coaching session (in-person or via zoom) where we will review your monthly spending and help you create a financial plan that includes financial goals that align with your core values. This package is a must for anyone who feels intimidated by money and wants to be in control of their financial well-being.
The “Empower Me” package will target ANY area of personal financial management where you are feeling overwhelmed. Whether you need help with financial organization, debt management (including credit cards and student loans), budgeting, creating net worth statements, or basic investment knowledge, we can help you manage through your most difficult challenges.
Our "Stay-On-Track" package is our most economical package. It puts you in charge of your financial wellness by giving you the tools to organize and manage your finances, but also gives you email access to our coaches and one 15-minute call a month to catch up on how you are doing with budgeting and spending. Did you ever wonder why Weight Watchers was so successful? It's because they hold their clients accountable. Let us help you stay on track of your financial wellness until you have the confidence to meet your financial goals.
Our “College Grads” package targets young adults who have recently graduated from college and have limited financial knowledge and experience. Many college graduates are making big decisions about employment choices and benefits, and are tackling student loans and credit card debt for the first time. This package includes two 1-hour live coaching sessions (in-person or via zoom) where we will cover the power of compound interest (and how it can help meet savings goals), paying off student loans, taking advantage of employee benefits, and spending awareness. Understanding money in their 20’s will help them to make financial decisions that will allow them to meet important financial goals throughout their lifetime.
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