One on One Financial Coaching

$1,500 value

One on One Financial Coaching Session is exclusive to professionals who are busy crushing their career goals and taking care of their family but have taken little time to handle personal finances. Those are looking to gain clarity on how to improve and get strategies to level up to reach financial goals.

What you will get:

• Over the next 8 weeks, you will build a plan to enhance your financial portfolio that aligns with your short and long term goals

• Exclusive one on one monthly strategy sessions: 2 hours of coaching per month (virtually)

• You will gain clarity of where you are and the best action to get to where you want to be

• Access to your personal portal that has financial worksheets, planning tools, and resources

• Personalized Complete Action Plan

• Financial Worksheets

• Quarterly assessments to monitor goals

• Access to financial products to meet your financial need