One-on-One COACHING

$450.00

One-on-one coaching to help you develop a relationship with money while learning to prioritize. You will have a better understanding of your personal finance journey. All in all, you will be more confident about your financial future.

This class is presented by D.E.B.T Desire Everything But Time class series.

 

Category:

Who’s this for? Anyone who is stressed and worried about debt or don’t have a budget in place. This is also for those who want to come up with a plan for their future and change their relationship with money.

  • (4) 30 minutes accountability one-on-one Coaching call via an online platform (facetime, zoom, etc.) of your choice.
  • Comprehensive personal finance review.
  • Mindset and money mastering.
  • Help you discover your financial goals.
  • Develop a plan to achieve financial freedom by learning how to budget.
  • Complete Financial Checklist.
  • Address your debt with either Debt Snowball or Avalanche Method:
            • Credit cards, student loans, mortgages, car loans, personal loans, or any other debts you may have.
  • Net worth calculator.
  • W-4 Analysis.
  • Credit Report Analysis.
  • Plan for major milestones in your life.
  • Follow-up e-mail after each session along with homework.
  • Create a strategic plan to follow through on your goals after the sessions.

Once you sign up for any of our programs, you will receive an e-mail along with a personal finance questionnaire to have a better understanding of your financial situation before your initial call. The questionnaire needs to be completed before the call in order to use our appointment time better. If the time slot needs to be changed, please give a 24-hour notice. If the time slot is changed, you have up to 30 days to reschedule or you forfeit your spot.

Before making the purchase, there is absolutely no refund (even after the session) since once you sign-up for the session, the slot is dedicated to you and only you. If you don’t show up for your session, you forfeit your spot and a new one has to be bought unless notified prior to the session.

***Please note before making a purchase that I do not claim to be a certified public accountant (CPA), financial advisor, certified financial planner (CFP), or lawyer. When we conduct our sessions, it doesn’t constitute legal or financial advice. ***

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