06/23/2022
Like a lot of you, Sally was looking for practical information to better understand her current financial status and build a plan for retirement in a few years.
She actually started her journey in our program and built up her financial literacy the old-fashioned way, "I followed the steps in the program and took ownership of my finances. I took each module slowly and used the workbooks."
Sally quickly realized she was "leaking money every month to high credit card payments" and also learned that her credit score was preventing her from taking advantage of the best available mortgage and lending rates.
Our online platform was a great resource for Sally to learn the fundamentals she was lacking. But now she was looking for more and took advantage of our complimentary financial assessment call to begin exploring her options.
Based on her need for more in-depth knowledge and support to start making some big changes, Sally decided that our one-on-one financial coaching program would be the best option for her situation.
Over the next six months, our financial coaching in private sessions answered all of Sally’s questions and provided expert advice, guidance and the motivation to take action. This will "be a resource for life" according to Sally.
FAST forward to today and here is what Sally has achieved so far:
Credit score is in the high 800's.
No credit card or other high-interest debts.
Invested in two rental properties by leveraging her existing portfolio at great interest rates.
Introduced her adult children (23 & 26 years old) to our program and says, "they are 100% on track financially".
Sally is on track to retire in five years.
Our coaching program can certainly help you, just like it has done for Sally and hundreds of others. The program is completely customized based on a comprehensive analysis of all aspects of your finances including spending, credit and debt, saving, investing, passive income streams, retirement planning — we even cover insurance, and wills.
A financial coach isn’t the solution for everybody, and you will need to commit a few hours each month to review the materials if you really want to maximize your results. Our coaching program is a lot more than simply giving you financial advice for the near term, it equips you with the knowledge and confidence you need to manage your money for life.
Contact us for your 45 minute Discovery Call.
We want to ensure the program is a good fit and will be effective for you, so we offer a complimentary 45-minute financial assessment call to anyone who is interested in learning more. The call is also a great way to get some honest, unbiased feedback on your financial situation — talking about it definitely helps!
