Don't let your money get away, catch it and save!
Financial Coaching
On-Track Express
$600.00
8 weeks, (eight) 60 minute calls + 2 support check in calls (30 minutes each)
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Financial evaluation
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Budget review
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Get out of debt strategies
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Guidance to confidently build savings
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Gain Financial Literacy
Financial Elevation
$1500.00
12 weeks (twelve) 60 minute calls + 4 support check in calls (30 minutes each)
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Financial evaluation
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Create a personalized financial action plan
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Budget created to support your monthly expenses
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Get out of debt strategies
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Spending strategies
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Guidance to confidently build savings
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Gain Financial Literacy
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30 Day Goal Summary
Household Budgets
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Do you have a budget?
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Are you overwhelmed with your weekly, biweekly, or monthly budget?
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Do you need assistances prioritizing your bills?
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Are you wondering where you can cut costs and how to do it?
Let us help!
College Budgets
Paying for school on a fixed income can be tough...
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Not sure how you're going to pay for
books this semester?
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Need guidance with making every financial aid dollar work for your benefit?
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Let us design a budget to fit your needs!
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Goal Setting Budgets
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Are you adulting and looking forward to your own apartment or car?
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Tired of paying rent and want to start saving for a house?
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Wishing you could just get that credit card, car, or student loan paid off?
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Want to go on that dream vacation?
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Need to save for holiday shopping?
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Let us put you on the pathways to goal setting!
Business Owner
Are you a entrepreneur and don't have time to...
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create invoices for your clients?
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follow up on past due invoices?
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Pay your company bills?
Let us do that for you, while you focus on the day to day operation of your business!
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Caretaker/Elderly
Are you a caretaker and feeling overwhelmed with...
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Your own bills and the bills of your loved one?
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Not being in the same state with your loved one and finding it difficult to manage their bills/monthly expense?
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Wish you had someone you could trust to take care of it?
Are you elderly and..
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Find today's technology confusing?
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Don't own a computer and need help with your bills and everyone keeps telling you to go online?
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Find it difficult to write out your monthly bills?
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Need help and don't have anyone you can trust?
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Let us take that stress and worry away!
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Not local, but interested in working with us? We offer Virtual Services!