W.E.A.L.T.H Framework Coaching

During our monthly coaching, we will chart the waters to achieving your dreams by developing and utilizing a financial plan that suites you best  (adjusting as necessary). We will meet face-to-face (in person or via zoom) monthly and engage in weekly communication to keep you on track and set new goals along the way.

WHATS INCLUDED:

  • 6 Bi-Weekly Coaching Sessions 

  • Mid-Week Check-ins

  • Specific Financial Plan Tailored to Your Wealth Goals

  • Worksheets, Journal Prompts, Biblical Focus, & Resources to Guide Your Journey

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FINANCIAL SLAM SESSION

During this "Slam Session," we will develop a budget geared towards successfully accomplishing the short-term & long-term goals discussed during your free consult. The purpose behind the slam session is to get you started on a strong note & set a solid plan for moving forward. You are the creator of the dream....I am simply your horse & buggy!

WHATS INCLUDED:

  • 2-3 hour In-Depth Analysis of Your Current Financial Plan

  • Specific Financial Plan Tailored to Your Income & Wealth Goals

  • Worksheets, Journal Prompts, Biblical Focus, & Resources to Guide Your Journey

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