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Financial
- GOAL -

Financial Coaching
- PLAN -

Sound Advice -
Answers to my questions
or discuss a financial decision.

Extended Consultation

Change in Direction -
Have a positive cash flow.
Put a plan in place to change
my financial direction.

3 Month Plan

Change in Behavior -
Have cash for emergencies.

Pay off debt and be accountable.

Make smarter financial decisions.

6 Month Plan

Financial Transformation -
Realize financial goals.
Give 10% or more
of gross income.

Find peace.

1 Year Plan

Inspiration and Motivation -
Financial reality check.
Interactive workshop for
your business, church group,
or organization.

Financial Wellness
Workshop

Business:
Lower Stress Level -

Make a financial plan that allows
me to focus on my business.
Cash flow for irregular income.
Save for emergencies and business goals.

Small Business Plan

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