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
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.
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Review of Income statements and expenses
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Cash flow and debt analysis
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Financial Goal Setting (Short, medium and long
term goal)
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Create a debt repayment plan
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Credit score analysis (review credit report)
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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.
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Review of Income statements and expenses
·
Cash flow and debt analysis
·
Create a debt repayment plan
·
Financial Goal Setting (Short, medium goals)
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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.
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Review of Income statements and expenses
·
Cash flow and debt analysis to include student
loans
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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.
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Monthly Cash Flow Planning
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Debt Reduction Plan
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Goals
Setting
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Annual Budget
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Review
credit report
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Saving for a big purchase or
something special
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Credit
Repair Service $75 per deletion
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
Financial
Literacy Workshops
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The Savvy Money Behavior
Workshop
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Our Services
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