Create a Budget & Financial Plan-1x1 Coaching
This is a basic budget and financial plan to help you on your journey toward financial wellness.
Together, we will discuss your financial goals, create a budget and determine a plan to paying off debt and/or increase your savings.
This program includes a budget plan, budget wellness planner, and 2 zoom calls. Follow up and check-in appts available. (at a cost).
Disclaimer:
Please note I am not a financial advisor. I offer basic financial budget plans. I have been trained for financial coaching by Dave Ramsey coaches. I have 14 plus years background working in the financial industry, hold a degree in Leadership and Ministry and work in health care. My approach is to focus on financial wellness but know that our finances are interdependent on other areas of our lives. Stress, grief, health issues, job loss and other components can play a major role into our financial success and wellness.
This is a basic budget and financial plan to help you on your journey toward financial wellness.
Together, we will discuss your financial goals, create a budget and determine a plan to paying off debt and/or increase your savings.
This program includes a budget plan, budget wellness planner, and 2 zoom calls. Follow up and check-in appts available. (at a cost).
Disclaimer:
Please note I am not a financial advisor. I offer basic financial budget plans. I have been trained for financial coaching by Dave Ramsey coaches. I have 14 plus years background working in the financial industry, hold a degree in Leadership and Ministry and work in health care. My approach is to focus on financial wellness but know that our finances are interdependent on other areas of our lives. Stress, grief, health issues, job loss and other components can play a major role into our financial success and wellness.
This is a basic budget and financial plan to help you on your journey toward financial wellness.
Together, we will discuss your financial goals, create a budget and determine a plan to paying off debt and/or increase your savings.
This program includes a budget plan, budget wellness planner, and 2 zoom calls. Follow up and check-in appts available. (at a cost).
Disclaimer:
Please note I am not a financial advisor. I offer basic financial budget plans. I have been trained for financial coaching by Dave Ramsey coaches. I have 14 plus years background working in the financial industry, hold a degree in Leadership and Ministry and work in health care. My approach is to focus on financial wellness but know that our finances are interdependent on other areas of our lives. Stress, grief, health issues, job loss and other components can play a major role into our financial success and wellness.