Our Services


What We Offer

If you are ready to start your journey to financial freedom you are in the right place. We will help you evaluate your finances, to learn how to get out of debt, improve your credit score, reduce your student loans debt, explore student loan forgiveness options. If your goal is to buy a home or invest your way to wealth read the various packages below and select based on your needs. 

The only way you will ever permanently take control of your financial life is to dig deep and fix the root problem - Suze Orman
Savvy Money Behavior Coaching Packages

Deluxe Coaching Package
12 months of Savvy Money Coaching. This includes 2 hour initial coaching consult and unlimited coaching sessions for 12 months.
·         Review of Income statements and expenses
·         Cash flow and debt analysis
·         Financial Goal Setting (Short, medium and long term goal)
·         Create a debt repayment plan
·         Credit score analysis (review credit report)
·         check-in calls, email access, written coaching session reports
·         acquire smart shopping skills to reduce on grocery bills
$1,500 (a committed investment in yourself)


Executive Coaching Package
6 months coaching. 10 coaching sessions. This includes a 1.5 hour initial coaching consult and weekly 30 minute calls or meet in person.
·         Review of Income statements and expenses
·         Cash flow and debt analysis
·         Create a debt repayment plan
·         Financial Goal Setting (Short, medium goals)
·         Credit score analysis (review credit report)
·         check-in calls, email access, written coaching session reports
$1000 (an investment in your financial future)

Prime (Commitment) Coaching Package
3 months coaching. This includes 1.5 hour initial coaching consult and weekly 15 min check ins or bi-weekly half hour meetings.
·         Review of Income statements and expenses
·         Cash flow and debt analysis
·         Create debt repayment plan
·         Financial Goal Setting (Short term goal)
·         Credit score analysis (review credit report)
·         check-in calls, email access, written coaching session reports
$600 (an investment in your financial future)


College Students & Recent Grads
3 months coaching. This includes 1.5 hour initial coaching consult and 2 half hour meetings and 4 (15min) phone sessions.
·         Review of Income statements and expenses
·         Cash flow and debt analysis to include student loans
·         Create debt reduction plan
·         Financial Goal Setting (Short, medium and long term goal)
·         Credit score analysis (review credit report)
·         check-in calls, email access, written coaching session reports
$300 (a small investment in your financial future for lasting ROI)
ONE-TIME PLANS- A La Carte

Monthly budgeting Service: client send their bills and provide a listing of monthly/weekly expenses. We will design a zero-based budget on your behalf. Once the budget is complete, we setup short brief meeting to discuss and make any changes before concluding. From there, you’ll have a written plan for your money before the start of the month. This will enable you to cut off frivolous spending habits and get you closer to your long-term goals.

Annual Budget & Credit Service: Upon review of your financial statements and expense analysis. We will develop a customized plan specific to your financial needs to achieve your financial goals. 

·         Monthly Cash Flow Planning
·         Debt Reduction Plan
·         Goals Setting
·         Annual Budget
·         Review credit report
·         Saving for a big purchase or something special
·                      
       Credit Repair Service $75 per deletion


One Time Plans

Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do — Mark Twain


“Without consultation, plans are frustrated, But with many counselors they succeed.”
Proverbs 15:22
 
Financial Literacy Workshops
·         The Savvy Money Behavior Workshop 
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Our Services Our Services Reviewed by Savvy Money Behavior on 8:53 PM Rating: 5