Financial Coaching

Stop stressing about money.

Get on a budget, get out of debt and start feeling peace about money and excited about your future.

We know you work hard and you are tired of worrying about money. You might feel like your finances are too overwhelming and so you're avoiding looking at the numbers. Maybe you find yourself arguing about money with your spouse. You might feel you're too smart to be struggling to create or stick to a budget.

Hey, it’s Shana & Vanessa! We’re so glad you’re here.

We know you work hard and you are tired of worrying about money. You might feel like your finances are too overwhelming and so you’re avoiding looking at the numbers. Maybe you find yourself arguing about money with your spouse. You might feel you’re too smart to be struggling to create or stick to a budget.

That’s where we come in.

We understand that no one taught you how to manage your money. We help clients rip the bandaid off, face their finances and come up with a simple plan to achieve their goals. We take the mystery out of creating a realistic budget, getting out of debt and building toward a future where you feel financially free! It’s our mission to restore peace to your finances, change your bad money habits and help you create a future you’re excited to work for.

Owe no one anything, except to love one another.

Romans 13:8

Our signature process

1. Assess

At our first session, we will assess the situation. Believe us, we’ve seen worse. We will provide the safe, non-judgmental, dare-we-say-even-fun atmosphere for you get it all out on the table. This is an important step because it’s almost always worse in your head than it is on paper.

2. Cast Vision

Now that the “hard part” is over, we will talk to you about your goals and your vision for the future. As Mary Oliver asks, “What is it you plan to do with your one wild & precious life?” When we know that, we can begin to understand what it will take to finance your dreams.

3. Create a plan

This is where we nerd out. We will help you establish a realistic plan that will put you on a path to achieving the future you laid out. We will help you create a budget, get out of debt and work systematically to saving, investing and being generous.

4. Coaching & Accountability

This is where the magic happens. You don’t have to do this alone! We will coach you as you begin to integrate the positive money habits and disciplines we teach along with dropping the ones that aren’t serving you. We will hold you accountable to the goals you set for yourself while encouraging you and helping you overcome obstacles that inevitably come up.

FAQ

What is financial coaching?

Financial coaching is like having a personal trainer for your finances. We combine a proven, step-by-step process with teaching, encouragement, math, budgets, habit training, best practices and a wee bit o’ tough love. We typically meet twice a month for 45 minute sessions. We do not sell any financial products and we are not marriage counselors. There are no long-term contracts, you can stop coaching at any time.

What are your prices?

Our most popular package is $165 per month. See more options here.

How do I pay for coaching when I’m broke?

We are going to save you more money than you’ll ever pay us. But, we totally get it. For many people, the initial cost of financial coaching pays off because creating a budget helps them feel like they got a raise, getting out of debts creates the opportunity for wealthy, they are able to break the paycheck to paycheck cycle and reducing money stress is priceless. And, as a bonus, if you’re married you will improve your relationship, your communication and your teamwork. PS: Never be ashamed about your money situation. We are here to help, we’ve seen it all and we absolutely believe in your ability to take control of you future!

What are your qualifications?

We are certified Ramsey Solutions Master Financial Coaches as well, we have led multiple Financial Peace University classes and coached hundreds of clients. More than that, we feel qualified by the financial freedom we’ve helped our clients achieve. Nothing qualifies you more than a job well done, right?

How do I get my spouse on board?

Listen, we totally get it. We have a related blog post here that goes into detail. There are usually one of three things holding a spouse back: money, privacy or shame. We get it. We’ve felt all of it at one point or another ourselves. We believe this is the best investment you’ll make in your marriage. Our services are totally private & confidential. And, the real shame would be in not course correcting and working hard to change your family legacy.

You’re worth the investment in you & your future!

Let’s do this!

To get started, fill the form at the link below and we will call so we can chat about your goals and how we might best work together!

Pricing

Monthly Coaching

$250

Ideal for clients starting out on their financial journey and looking to build assets, reduce debt, or move forward to the next steps.

  • Weekly 30 Minute Video or In-Person Coaching Sessions
  • Strategic 1, 5 & 10 Year Financial Plan
  • Financial Dashboard incl. Net Worth
  • Goal Setting / Life Plan Exercise
  • Net Worth
  • Customized Zero-Based Budget & Accountability
  • Customized Get-Out-Of-Debt (GOOD) Plan
  • Debt Payoff Tracker
  • Customized Automatic Bill Pay System Set Up
  • Customized Paycheck Plan
  • Cash Flow Management
  • Habit Coaching
  • Ongoing Email/Text support

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