PACKAGE DETAILS
FINANCIAL DEEP DIVE - 3 MONTH PACKAGE
3 MONTH COACHING PACKAGE INCLUDES:
First session (1x 2 hrs) via zoom
1 session per month for 3 months (3x 1hr sessions) via zoom
Unlimited support via email
Notes, actions, and homework provided between sessions
Spreadsheets of income, expenses, assets, debts, and net worth
Package valid over a period of 3 months.
This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.
$3000 IF PAID IN FULL VIA ZELLE OR VENMO
OR $1111/MONTH FOR 3 MONTHS
*3% will be added for credit card transactions
FINANCIAL DEEP DIVE - 6 MONTH PACKAGE
6 MONTH COACHING PACKAGE INCLUDES:
First session (1x 2 hrs) via zoom
1 session per month for 6 months (6x 1hr sessions) via zoom
Unlimited support via email
Notes, actions, and homework provided between sessions
Spreadsheets of income, expenses, assets, debts, and net worth
Package valid over a period of 6 months.
This coaching package allows for deeper financial education. The goal is to teach you everything you need to manage your finances on your own, with competence and confidence. These sessions provide an opportunity to complete the actions that came out of your first session, as well as provide additional accountability and support.
$5500 IF PAID IN FULL VIA ZELLE OR VENMO
OR $1111/MONTH FOR 6 MONTHS
*3% will be added for credit card transactions
NOT SURE WHICH PACKAGE TO BOOK?
SCHEDULE A CONSULTATION AND WE’LL CHAT THROUGH IT TOGETHER!
EXPECTATIONS
AS PART OF ANY COACHING PACKAGE, YOU WILL RECEIVE:
A review of your overall financial picture, including feedback and suggestions on your income, expenses, assets, and debts
A personalized step-by-step action plan with notes and optimization suggestions for all your accounts
A complete personal balance sheet with all your numbers
An emergency savings assessment
Calculation of your Net Worth
A clarified vision of your financial future
PREPARING FOR YOUR FIRST SESSION
YOU WILL WANT TO HAVE THE FOLLOWING INFORMATION AVAILABLE FOR YOUR FIRST SESSION:
Your monthly income and expenses
List of all accounts, balances, and interest rates (checking, savings, credit cards, etc)
Most recent statement and online login access to current and past investment accounts (IRAs, 401Ks, etc)
POTENTIAL COACHING TOPICS
INVESTING PLAN OPTIMIZATION
An exploration of your investing “why” and goal setting exercise
An assessment of your current investment accounts and fees
A complete investment strategy including:
An assessment of your ideal investment options
A investing plan including amount and schedule of contributions
An assessment of your ideal investing account types
Automation of your investment plan
NEW BUSINESS FINANCE OPTIMIZATION
Launch your business!
Website, offerings, pricing, and payments
Cash flow assessment
Personalized spending plan
Personalized plan for business income
A personalized system and process for tracking expenses and income
Assessment of new business strategy
Assessment of new business tools and processes
SPENDING PLAN OPTIMIZATION
Spending assessment and analysis
Personalized spending plan (budget) in Mint
A personalized system and process for tracking spending
A savings plan including amount and schedule of contributions
Automation of your savings plan
CREDIT AND CREDIT SCORE OPTIMIZATION
Credit score assessment
Credit score improvement plan
Credit card utilization assessment
Credit card rewards assessment
STUDENT LOAN REFINANCING/PAY DOWN OPTIMIZATION
Student loan assessment
Student loan refinancing or consolidation
Personalized paydown plan including amounts and schedule of payments
Personalized paydown tracking system
RECENT CLIENT LOVE NOTES
”Not only have I achieved "some of my money goals in a short amount of time, I feel that Stephanie is helping me build a life-long foundation for more effective money management.”
— MARIA MCDONALD, CLIENT
“My only feedback is that working with you was amazing!! Seriously, it was so helpful and I feel more comfortable navigating $$ decisions than I ever thought I would.”
— SPRING 2023 CLIENT
💸 EMAILS FROM TWO CLIENTS WHO RECENTLY JOINED THE MILLIONAIRES CLUB 💸
“I recently received a promotion and a $25,000 annual increase in pay! Holy cow!! THANK YOU for your advice and passion in advocating for pay equity. Your workshop and coaching has truly transformed my relationship with money.”
