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Financial Coaching

As your personal financial coach, I will work to guide and encourage you on the basics of your personal finances. I offer accountability and practical experience to help you get out of debt and save money for your future goals. My goal is to guide you to make wise financial decisions and secure a solid financial future.

30-minute consult – FREE

Schedule a 30-minute free consultation, virtually or phone call, to discuss your financial struggles and your hopes and dreams. At the end, we’ll determine if I am a good fit to help you achieve your financial goal.

Starter Plan

45-minute virtual session to help you on your way to sort out and budget your finances. Includes figuring out your net worth, budget, income and expense reports.

Three Month Plan

Over 7 hours of one-on-one time to make your financial hopes and dreams a reality. After review of your personal snapshot the sessions are broken into short sessions across 3 months to help you get a good start to your financial freedom.

Package Includes

  • Review current financial situation.
  • Customize a money management plan that works for you
  • Identify the causes of your debt and create a step-by-step plan to eliminate it.
  • Implement ways to improve your income.
  • Make a plan to save for a house, college and retirement.
  • Sessions can be done virtual or in person.
  • On-going Email support, get answers when you need them.

First Month 

2 hour session for complete financial analysis and 1 hour follow-up session with recommendations.

Second Month 

2 – 1-hour sessions to check your progress and discuss new financial records, updates and changes

Third  Month 

2 – 1-hour sessions to check your progress and make sure you are sure on your financial path.

Accountability and Growth Planmonthly for as long as you need

1 hour session a month (virtual or phone) for budget review to see if the budget level seems appropriate and you’re staying on track, or if additional adjustments need to be made to work through whatever life throws your way. Includes on-going Email support!

“Sending you a thank you. Because it’s not even been 7 days since our first session….and already I feel the weight lifting off my shoulders as I address the mess I have made of my bank account/finances for the 3rd time.   You are a blessing to my family. As I have grown so much in the last 5 days. Phyllis you are really good at your job. I can not thank you enough.”  Tina G