Give your graduate a gift that will set them up for success.
At Ideal Balance, we are big fans of the next generation. We know they have so much on their side: their energy, their optimism and their time. We feel that if we can give them a little extra information and encouragement as they launch into adulthood, their potential is truly unlimited. That’s why we created the Graduate Coaching Gift Package! In this package we include Life Coaching & Financial Coaching so that your graduate can get a jumpstart on life!
Goal Setting + Action Plan
Graduates have a lot going on. There are a lot of voices including friends, culture, family and social media vying for their attention. We want to set aside time to really ask them some tough questions, get clarity and focus on what they really want and then create a plan to chase after it!
- Level 10 Life Analysis
- Exploration & Prioritization of Life Goals
- Strategic 1, 3 & 5 year Life Plan w/ Action Steps
Financial Literacy Training
Most kids don’t learn much about personal finance in school. And honestly most parents aren’t quite equipped with the right tools, strategies and tactics to teach them. We take the time to teach them what they need to know to be stress-free & successful with money.
THEY’LL LEARN ABOUT:
- Zero-Based Budgets
- Emergency Funds, Credit Scores
- Building Wealth
Budget & Financial Plan
Knowledge is great but we also want to add in the habits & action steps that need to be done. We will walk them through creating and using a budget, using cash over credit and how investing will allow them to become wealthy and financially independent!
- A Financial Dashboard including Net Worth
- Zero-Based Budget for now & for the future
- Net Worth Analysis
- Student Loan / Cash Flowing College Plan
- Cash Spending System & Habit Plan
- Automatic Bill Pay Plan
- Strategic 1, 3 & 5 year Financial Plan w/ Action Steps