Take a peek below at my financial coaching programs to check out how we can team up to make you a financial powerhouse…
Why These Programs?
While working with my 100% amazing clients over the years, I have seen a need that goes beyond the traditional financial plan. I have had clients tell me they need someone to hold them accountable, not just to invest for retirement, but also to save, to budget and to stay focused on their goals and the big picture.
I will be your financial advisor, coach, teacher, and partner. I will help you identify what your financial situation really looks like, set clear, targeted goals, and be by your side every step of the way.
Some of what we will work on
- Building a Budget that actually works for your life
- Identifying cash flow
- Building up your emergency fund
- Identifying financial opportunities
- Driven to make your life as amazing as possible and live it up to the fullest?
- Worried about not having enough money to retire?
- Make a good living with your job or business, but you honestly don’t know why you aren’t saving more or what you can be doing to have your money work as hard as you do?
- Want to make major financial changes and need to be held accountable?
- Need advice on how to set up your budget & lifestyle?
If one or more of these situations hits home, my Six Month Financial Coaching program is for you.
Let’s get started!
The Azimuth Six Month Program: This is for those who are committed to changing their life, and know they need a partner for advice and accountability. We will work together to figure out what YOU want your life to look like, what dreams you want to go after and how to put your money towards those goals.
We’ll meet for a total of four hours the first month to analyze your current financial situation and get you set up with a plan. This process is designed to give you the confidence to manage your financial life while having structure and my full support. After your plan is finalized, we meet twice a month for the next five months to ensure you stay on track to reaching your goals.
Monthly Azimuth Sessions: This package is for those who completed The Azimuth Six Month Program and want to continue our monthly meetings to keep on sharpening your skills. We sit down and create a schedule that works for your goals, whether it’s 1 or 2 meetings a month or a 30-minute call every two weeks.
Azimuth Hourly: Do you know exactly what you want to work on? Or maybe you’re just not ready to commit to a long-term package? That’s completely alright. You can book a one-hour session at the current hourly rate of $150.
Not in the Dallas-Fort Worth area?
Thanks to secure document sharing and video conferencing, virtual meetings are quick and easy to set-up. Introductory Consultations and all other Services can be hosted remotely from the convenience of your home or office.
Working with a financial professional is a big commitment, both financially and personally. It’s important that your coach is a good fit for you. This is why I offer my 30 minute, No Charge Introduction to anyone who is serious about becoming a financial powerhouse! If that sounds like you, let’s talk.