Personal Finance Program

Take Control of Your Money. Achieve Financial Freedom.

6 month program with personalized coaching to reduce debt, budget smarter, save strategically, and start your FIRE journey.

Start Your Financial Freedom Journey

Who This Program Is For:

  • Individuals who feel overwhelmed by their finances and want to take control
  • Those with bad money habits who are ready to make lasting changes
  • People looking to reduce debt and regain financial stability
  • Anyone who wants a clear, actionable budgeting system
  • Individuals starting their Financial Independence, Retire Early (FIRE) journey
  • Anyone seeking guidance, accountability, and personalized financial support

What You'll Get:

Affordable Pricing- Customized to fit your budget and financial situation

Debt Management & Credit Assistance -Personalized strategies to reduce debt and improve your credit

Monthly Budgeting-  Track spending, manage cash flow, and create a sustainable budget

Savings & Investment Guidance

  • Build short- and long-term savings strategies using emergency funds, retirement accounts, college funds, high-yield savings accounts (HYSA), CDs, and other low-risk options
  • Learn how to prioritize and grow your savings for financial stability

Financial Independence Planning (FIRE)-  Step-by-step guidance toward achieving financial independence

Accountability & Support

  • Check-ins between meetings via email or text
  • Schedule additional sessions as needed
  • Access to support after contract completion at no extra cost

General Personal Finance Education-  Learn practical financial skills to manage money confidently

Personalized Plan-  Tailored strategies to your unique needs and goals

Twice-Monthly Meetings-  Bi-monthly deep-dive sessions to track progress and adjust strategies

Flexible Renewal Options-  Program can be renewed in shorter 3-month increments if desired

How It Works.

  1. Book a Free Consultation
  • Discuss your current finances and goals
  • Receive a proposal, sign the contract, and complete the kick-off meeting

   2. Receive Your Personalized Plan

  • Practical strategies for debt reduction, budgeting, savings, and your FIRE journey

   3. Bi-Monthly Meetings & Check-Ins

  • Stay accountable, adjust your plan as needed, and celebrate progress

   4. Achieve Financial Freedom

  • Confidently manage your money and make intentional financial decisions

FAQs

  • Do I need a lot of time each week?

    No, sessions and check-ins are designed to fit your schedule.

  • Is this program only for people in debt?

    No, anyone looking for structured budgeting, savings guidance, and FIRE planning can benefit.

  • What happens after 6 months?

    You can renew, continue support, or implement your personalized plan independently.