As of January 2025: My coaching program is primarily word-of-mouth, as I don't actively market it. But for those who know they're ready for it, I go above and beyond to make it an exceptional, effective experience. Here's what my 1:1 money mentoring program looks like:
I guide you through surfacing all your spending. Good numbers will be key to getting you finally organized 🎉
Kick-off Call #1: we to review your spending, average total cost of living, and your goals for all of this. Remember: The focus is helping you with your intentional life goals, and getting your money organized to match.
I work in the background to organize your numbers, create some possible spending/debt-payoff scenarios, and get you ready to create a budget that actually works for you. You remain the boss of all decisions, throughout it's just my job to help simplify and organize.
In Call #2, we review the various scenarios together and make tweaks to make sure it's realistic and doable and exciting for you. You'll start setting up a budget using a tool of your choice.
In Call #3, we focus more on your budget, how to finish setting it up, the questions you're running into, etc.
We then meet every 2 weeks for 30 minutes to clean stuff up in your budget, talk through questions, adjust things where needed, and keep your plan humming along.
BONUS: You also receive the ability to Marco Polo me with questions in between meetings. No staying stuck!
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