Financial Consulting – DIY Style
Take Control of Your Finances, Your Way
Actionable guidance without committing to a long-term program
Who This Program Is For:
- Individuals or business owners seeking clarity and direction
- People who want actionable strategies without long-term coaching
- Anyone looking to manage their finances independently but with expert support
What You'll Get:
Custom Plan & Budgeting Guidance - Work with an expert to create a financial plan and budget tailored to your unique situation and goals.
Debt Payoff Planning- Develop a step-by-step strategy to reduce debt and regain control of your money.
Resource Recommendations- Receive expert advice on tools, systems, and financial strategies to manage your finances independently.
Build-Your-Own Package-Choose the services you need—debt management, budgeting, financial planning, and more—so your plan fits you perfectly.
Pay Per Session - Only pay for the guidance you use, with no long-term commitment.
How It Works.
- Book Your Session
- Choose the areas where you need guidance.
2. Receive Your Personalized Plan
- Get actionable strategies and recommendations tailored to your goals.
3. Implement & Succeed
- Apply your plan with confidence, using tools and advice from your session.
FAQs
Who is this program best for?
Anyone who wants clear, actionable financial guidance without committing to a multi-month coaching program.
Can I choose which services I focus on?
Yes! Build your own package based on your needs, whether it’s debt, budgeting, or financial planning.
Do I have ongoing access to support?
This is a pay-per-session service, but you can book additional sessions as needed.
