Your Membership Includes:

* $49 monthly membership that provides flexibility and ongoing support

* 30-minute virtual coaching sessions for guidance and accountability – up to 6 sessions per month

* A summary of each session with feedback and action steps to keep you on track

* Connect with your coach by email or text any time you have a question between sessions

Build Strong Habits in 5 Key Areas of Financial Health:

Our Financial Coaches work with you to build a strong financial wellness roadmap. We help you successfully plan and take action in five strategic areas:

MANAGE – optimizing cash flow to meet current needs and to negotiate balance of income & expenses. 

PROTECT – managing the risks of everyday life. We’ll review your current risk management strategy and identify gaps.

BORROW – making sure your financial decisions contribute to building a strong credit risk. This includes paying attention to your debt-to-income and credit utilization ratios. 

GROW – build a reserve for emergencies and personal wellbeing. Learn how to increase your potential for returns.

GIFT – develop an intentional vision of the people and organizations you want to impact in your lifetime and beyond. 

The Onboarding Process:

We begin with identifying your financial strengths and greatest risks. Next, we design a personal financial wellness action plan based on your results. The first 4 coaching sessions focus on setting you up for long-term success:

Session 1 – EXPLORE – we help you clarify the people and things that matter most to you

Session 2 – EVALUATE – we take a deep dive into your current cash flow and risk strategies to identify obstacles and gaps that are preventing you from living a life you love

Session 3 – EXECUTE – we create an action plan that prioritizes those things that are urgent, critical and important

Session 4 – EQUIP – we provide resources, tools and referrals to the expertise you need to succeed long term

After your Onboarding coaching sessions, you will continue to have access to your coach as you focus on building specific financial habits and strategies. Ongoing financial coaching sessions will help you continue working towards your goals and building financial resilience.

Want to learn more? Schedule a free 15-minute Coaching Session today. Still have questions? Send us a message at .

Ready to get started? Start your Financial Zen Coaching membership HERE and schedule your first session.

%d bloggers like this: