GROUP COACHING

What About My Friends

From Me to We

These group coaching programs help you reset your mindset, reboot your finances, invest your wealth, and level up your life….together.

Money doesn’t have to be taboo.

You and your girlfriends do so much together. You travel together. Shop together. Laugh together. Cry together. Yet, do you talk money together?

Or you’ve found the one and, like you, they don’t want kids either. But maybe you aren’t on the same page when it comes to money (and respective debts) or how to successfully manage your household finances together.

Trying to get your finances in order alone is hard.

I have been here…in both situations. I changed the narrative with my girlfriends AND helped my boyfriend-turned-husband put together a plan to pay off nearly six-figures of student loan debt.

You have the support of your girlfriends or partner who want to do the same. All you need is accountability and a detailed road map to help you get from where you are today to where you want to be tomorrow.

This is where my What About My Friends and From Me to We financial coaching comes into focus.

You want the support of your friends or partner to jointly reset your beliefs and attitude about money, reboot your finances, and level up your life that will meet you where you are today and provide the resources, tools and support to get you where you want to go...all at a lower cost.

You want the best of both worlds. You want to learn from the best and take advantage of both an expert who has not only done the research but successfully leveled up her money life as well as learn from and with your friends or partner.

You are ready to take real action but desire strong support and accountability from those who know and love you...and will keep it real with you.

THE WHAT ABOUT MY FRIENDS
COACHING PACKAGE INCLUDES:

FORMAL ASSESSMENTS ($510 VALUE)

After completing three (3) financial assessments, I will conduct an analysis and and review the results with you at one of our first coaching sessions.

We will also review your Financial Snapshot Questionnaire that you’ll complete within the first month of beginning the coaching program.

PERSONALIZED FINANCIAL COACHING TECHNOLOGY & RESOURCES ($800 VALUE)

Each client receives individual access to a private and secure coaching portal where all resources related to your group coaching will be stored and available to you 24/7. These resources include:

Personalized B.E. I.N.S.P.I.R.E.D. framework and financial plan
Development of TAWWAW financial goals
Weekly module of self-guided homework assignments posted in client portal focused on financial education, reflection, and journaling
Post-Session Coaching Notes and Money Moves

1:1 COACHING, ACCOUNTABILITY, AND SUPPORT ($360 VALUE)

(1) 45-minute private coaching session via video conference for each friend

GROUP COACHING, ACCOUNTABILITY, AND SUPPORT ($1,350 VALUE)

(9) 45-minute coaching sessions via video conference (within a four-month period)

UNLIMITED EMAIL AND VOXER ACCESS ($2,000 VALUE)

Unlimited email and Voxer access (for up to four months from first coaching session)*

*Voxer is a free PTT (push to talk) app that is a cross between a walkie-talkie, voicemail service, and texting. Reach out with questions, seek advice, or even daily accountability check-ins aka: “Yay! I did NOT go to the coffee shop this morning.!”

SOLO IMPLEMENTATION WEEKS (PRICELESS)

The last week of each month is ideally focused on updating your spending plan for the following month, reviewing (and celebrating) your wins, learning from your missteps, and integrating the recommended money moves we’ve covered in our coaching sessions.

I will still be available for support during this week as well.

THE FROM ME TO WE
COACHING PACKAGE INCLUDES:

FORMAL ASSESSMENTS ($510 VALUE)

After completing three (3) financial assessments, I will conduct an analysis of your results and review them with you at one of our first coaching sessions.

We will also review your Financial Snapshot Questionnaire that you’ll complete within the first month of beginning the coaching program.

PERSONALIZED FINANCIAL COACHING TECHNOLOGY & RESOURCES ($1,000 VALUE)

Each couple receives access to a private and secure coaching portal where all resources related to your joint coaching will be stored and available to you 24/7. These resources include:

Personalized B.E. I.N.S.P.I.R.E.D. framework and financial plan
Development of TAWWAW financial goals
Development of day-to-day money management plan
Guidance on beneficiary updates and sound paperwork management post-wedding
Weekly module of self-guided homework assignments posted in client portal focused on financial education, reflection, and journaling
Post-Session Coaching Notes and Money Moves

JOINT COACHING, ACCOUNTABILITY, AND SUPPORT ($2,100 VALUE)

(10) 45-minute coaching sessions via video conference (within a four-month period)

UNLIMITED EMAIL AND VOXER ACCESS ($2,000 VALUE)

Unlimited email and Voxer access (for up to four months from first coaching session)*

SOLO IMPLEMENTATION WEEKS (PRICELESS)

I will still be available for support during this week as well.