1:1 Financial Coaching
How does it work?
Step 1: Discovery Call
We start with a free 30-minute session to discuss what financial concerns or money questions are stressing you out, and you’ll share with me a bit about your current financial situation.
We’ll start to outline a personalized plan for learning & support that will guide our future sessions. If you decide to work with me, we’ll schedule your first session.
Step 2: Session Prep
You can pay for one session at a time, or you can sign up for a 6-session package at a discount.
Once our first session is scheduled, I will send you some forms to complete to gather detailed information about your current financial situation and how you are feeling about your finances at this time.
I will complete a Spending Audit of your last couple months’ expenses so we can start developing a plan for your money that will work for your real life.
Step 3: Intake Session
Time to dive in! In this 1-hour session, we start by reviewing your current income, debt, savings, and investments. We will review the Spending Audit to notice the patterns that emerge.
We will also set goals for our time working together, including measurable achievements you want to reach (i.e. pay off X amount of debt) and topics that you want to learn more about (i.e. learn about Roth IRAs).
Step 4: Coaching
In each 1-hour session that follows, we will tackle a designated topic based on our personalized plan for your finances. I will provide accountability and support on your budgeting, saving, or debt pay-off journey.
Depending on your availability and level of support needed, we may meet weekly, biweekly, or monthly, checking in about our progress toward your goals at the end of each session.
Step 5: On-going Support
As you move towards making your financial dreams become reality, we may decrease the frequency of your coaching sessions. I will continue be available to you via email to answer questions at any time.
We can shift to monthly, quarterly, or annual check-in calls on your financial journey as your confidence in making money decisions continues to grow.
Ready to get your finances together?
Schedule your Discovery Call now to find out if financial coaching with Marie will be a good fit for you!
Not sure if you’re ready yet? Feel free to email marie@budget-your-way.com with any questions.