Embedded Files
$50
Start here if you have never been coached through Financial Momentum before. During this snapshot meeting, the coach will review your financial information. Afterward a personalized report will be produced with an assessment of the your financial standing.
Snapshot Meeting Includes:
Virtual or in-person
Discussion about you and your needs
Assessment of financial standing and behaviors
Q & A
A financial snapshot report
$50 off your first coaching session*
Coaching Session
$250 / session
Here we will work with you to develop a personal financial plan (using information from your Financial Snapshot) and then coach you through it. We will help you implement and stay consistent with your plan and answer your questions along the way. By attending coaching sessions, you will get the tools, instruction, and accountability needed to help you win your financial goals.
One Coaching Session Includes:
Virtual or in-person meeting
Personalized financial action plan (playbook) and goals*
Workbook*
The Total Money Makeover book by Dave Ramsey*
Goal Setting and Action Planning
Review and Revision of Goals and Plans (for subsequent sessions)
Q & A
Homework Assignments
*first coaching session only. Not available for subsequent coaching sessions.
Report abuse