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1 on 1 Coaching

This service involves a series of meetings to guide recipients through their financial planning journey. It begins with an introductory meeting to understand the recipient's financial position, including assets, debts, and goals. A financial plan is then developed, focusing on budgeting, savings goals, and debt repayment strategies. A midyear review assesses progress on these plans, and a final review at the year's end evaluates overall progress and discusses additional financial priorities like insurance, taxes, and estate planning.

The Process

Cloudy Fog

Intro Meeting

In this introductory meeting, we will take time to get to know the recipient(s) and explore their current financial situation, including their assets, debts, income, and goals. They will have the opportunity to share what matters most to them, setting the stage for a clear, personalized path forward. Together, we will begin shaping a roadmap that builds confidence and empowers their journey toward financial well‑being.
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