TRANSITION PATTERNS INTO POSITIVE HABITS TO ACHIEVE YOUR GOALS

Completely transform the way you view money as a tool in your life

Create a plan

Build your knowledge and your confidence - & figure out where you keep blowing it when it comes to financial health and peace!

Learn to manage money

Develop budgets, work to a plan, create new mental models, improve your spending decisions

Build wealth - experience financial peace & freedom

Regardless of your backgound or current financial story, your life will never be the same.

hint: it's not dependent on how much money you make!

Your savings behavior isn't a question of how smart you are or how much willpower you have.

Really! 

It is powerful to realize a part of our human experience often includes how irrational we can be when it comes to how we manage our money - how we decide to spend it, whether we save it and if we even think to budget it. Often these actions that don't serve us are holdover beliefs from our childhood or other life experiences and we don't even stop to think where our money beliefs came from or why we think what we think about how we manage our money.

Tammy Lally offers a powerful definition for the concept of money shame: "the intensely painful feeling or experience of believing that we are flawed, and therefore unworthy of love and belonging, based on our bank account balances, our debts, our homes, our cars and our job titles." 

 

We teach that regardless of what you have done or where you are now, we all can learn how to bridge the gap from our intentions to manage our money well and in doing that, move our actions from irrational to intentional - we call it teaching a better money mindset - and it works.

If you're on this page then money for you, or a loved one, probably feels like a complex topic with question marks and too much frustration.  With the right teacher and a willingness to learn and do differently, it does not have to be that way – it can even be encouraging and rewarding (really!).

Using our different lens of financial experiences, skills, and new (to you) tools, we teach you how to think differently about your money story so you can act differently and ultimately, end up with different results. 

 

Some goals we've helped former / current clients achieve:

  • Prepping for a large purchase (home, car, etc.)

  • Pre-marital coaching and planning

  • Plan out paying off credit card debt, student loans, mortgages

  • Assistance with budgeting and spending plans for monthly expenses

  • Preparing for a new financial story after divorce

  • Revising spending to account for retirement planning

  • Creating a specific, realistic plan to reduce debt

Image by Cathryn Lavery

OUR PROGRAM INCLUDES THE FOLLOWING LESSONS & STRATEGIES: 

We walk through your money story (whatever it might be) and create a solution to achieve the goals you decide are most important for your money future. A number of recurring sessions can provide the consistency needed to practice different actions, establish new habits and ultimately, change a financial journey.

➝Evaluation of current financial picture (session pre-work info sheet package to be completed and submitted prior to 1st session)

 

➝1 Kick-off strategy session

➝4 coaching session to include discussion of roadblocks, challenges and/or wins in real-time plus access to our library of videos and resources for additional learning

➝Coaching Recommendations for each session 

➝Additional between session info sheets and action items as helpful based on the action plan needed to achieve the most beneficial desired outcome

➝Assessments and continued analysis of current actions and choices between sessions included. Unlimited email, phone, text support between sessions included.