Financial Coaching & Education
Helping you manage your money with confidence
*Coaching services are serviced through our coaching site - Money with Confidence
Speaking & Workshops
We design tailor-made sessions that meet the needs of your group or organization. We can lead your team in valuable money conversations and lessons. Our sessions are interactive, engaging, and informational. We can work with groups of all sizes and all ages.
Let us provide some valuable money lessons to your staff, team, or group. Contact us for more information and rates.
One-on-One Coaching Package: Clarity Session
This is a 2-meeting package including a 1-time, 90-Minute session and a 60-Minute follow-up. This session is designed to help you get a solid understanding of your current situation and lay out a clear path for your money. It requires some work prior to our meeting. The cost for the Clarity Session is $550 and includes 4 weeks of on-going support.
WHY THIS CLARITY SESSION?
Managing your money on a day-to-day basis should be easy. You should be able to describe it as practically effortless and painless, yet it should still give you a clear picture showing if you're on track with your spending. This requires you to know what’s going on with your money. What I mean is this – you should know exactly how much you earn each month, how much you spend, and what you spend it on, and you should know how much of your income you’re saving.
Knowing these numbers is one of the keys to building wealth. This is the backbone of the Clarity Session. I make sure you fully understand your numbers, and then we use that to match your spending with the things you really want in life. I help you answer those nagging questions of: Am I doing this right? Should we be doing this with our money? Am I saving enough? Should we pay off that debt?
The Clarity Session is designed to help you answer these questions and leave you with a definitive plan to set you on your path to reaching your “big dream” goals. We start by exploring your goals, values, priorities, and mindset. Then we finish by organizing your finances, getting a solid understanding of your cash flow, and writing a plan to increase your net worth.
Let's get you booked for a Clarity Session, and let's make green together!
- Natasha, FinCoach | Mom | Podcast Host
WHAT IS IN THIS CLARITY SESSION?
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Understand your money mindset
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Identify your values, goals, and priorities
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Create a one-page, easy to read document with your most important account information
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Determine your net worth, why it matters, and how to increase it
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Review your income and spending to see exactly how much you earn, spend, and save each month
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Set goals and create a detailed budget that defines your saving and spending plan to reach your goals
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Determine a method to track your spending to stay on target towards your goals
