Programs and Services

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Have a budget but want an expert’s review?  In this one-time, 2-hour session, we’ll dig deep to ensure your budget covers all the essentials. You’ll leave with a solid plan, sinking funds to keep you on track throughout the year, and some built-in fun. Most importantly, your budget will truly reflect your values.

Heads-up:  There’s some light prep work before our session so we can maximize our time together. All you need is a clear understanding of your monthly income and expenses—it’s easy!

This 3-month coaching program is designed to educate, inspire, and motivate you on your financial journey. You’ll develop a new mindset around money, along with habits and behaviors that support lasting change.

As an accelerated program, it’s fully customized to your needs. Together, we’ll review and strengthen your budget, and dive into the key financial concepts that matter most to you.

The ultimate coaching experience! This 6-month program is designed for those seeking in-depth education, guidance, and accountability to truly maximize their money. 

Together, we’ll craft a new mindset around money, supported by the habits and behaviors that will make it stick. Come ready to make meaningful changes that will positively impact your life for the long term! 

This 6-month group coaching program is perfect for those that thrive through interacting with others. 

In this setting you'll learn from two experienced Ramsey Preferred Financial Coaches and from your peers, you'll share your experiences and knowledge, while working towards your goals in a like-minded, supportive community. 

Upgrade to personal one on one coaching, while in the group coaching program, is available for an additional fee. 

Click here to join the waitlist for our next CMM cohort.

Great coaches have great coaches! In this 3-month group coaching program, you'll learn how to launch your coaching business, set up your LLC, get business insurance, and manage marketing with applicable business tools.   

I've partnered with Joe Gendron from Agile Coaching Strategies to bring you insights from two successful solopreneurs. 

You'll also benefit from your peers and colleagues in the class. Get ready for incredible growth in your coaching business!

Reach out for next cohort date.

Our flagship business coaching program!

This 6-month program is for those seeking deeper education and guidance to maximize their business budget and stay accountable. 

You'll build a business budget, separate business and personal finances for protection, and create a money mindset supported by new habits and behaviors. 

Come ready to make changes that will transform your business! 

The Corporate Wellness Financial Coaching program equips your employees with the knowledge to understand their finances and create a sustainable budget. For more details, visit our Corporate Wellness Financial Coaching page.

Discounted upgrades to personal one-on-one coaching are available for participants in the corporate group coaching program.