Financial Wellness Plan

Take Charge of Your Financial Future Today!

You’ve already taken the first step toward a brighter financial future, and I’m here to help you make it happen. With the Financial Wellness Plan, you’ll gain clarity, confidence, and a step-by-step guide to transform your finances—and your life.

What You'll Get:

✅ Personalized Financial Wellness Plan – A custom roadmap tailored to your unique financial goals and lifestyle.

✅ Money Habits Guide – A practical, action-oriented checklist to help you confidently implement your plan.

✅ Dedicated Support – Access to a financial coach through calls, check-ins, and ongoing communication to keep you on track.

How It Works: The Financial Wellness Plan Process

Step 1: 15-Minute Intake Call – A brief session to confirm your goals and prepare for the in-depth interview.

Step 2: Digital Workbook – A tool to help organize and clarify your financial details.

Step 3: In-Depth Interview (45–90 minutes) – A personalized session to explore your finances, spending and saving style, and goals.

Step 4: Custom Financial Wellness Plan – Tailored to your unique situation, based on insights from the workbook and interview.

Step 5: Plan Activation Call (30 minutes) – Review 2–3 tailored options from your draft plan, finalize your preferences, and set up your tracker.

Step 6: Money Habits Guide – A step-by-step to-do list to help you implement your plan.

Step 7: Plan Check-In Calls – Regular support to keep you on track:

  • Day 14 (30 minutes)
  • Day 30 (30 minutes)
  • Day 60 (30 minutes)
  • Day 90 + Off-Boarding (30 minutes) 

Step 8: Ongoing Support – Text and phone support for quick questions between check-ins.

Why This Works

This isn’t a one-size-fits-all approach. With a personalized plan, clear steps, and ongoing guidance, you’ll build a stronger financial foundation—one decision at a time. No more confusion, no more second-guessing—just a clear path to financial wellness.

What People Are Saying:

I just feel so much better. You helped me see that it isn't as bad as I thought and now I'm working a plan.

Crystal G.

Also, testimony! Bills have been on autopay all year and no missed payments or payment arrangements (first time on autopay ever); I’ve been able to maintain a little less than 1 months salary in savings (despite no child support); I went on 2 trips this year; I have no CC balances other than the one that I use monthly; I bought a new car; and my relationship with money has improved significantly!! Thanks for your help

Daniele J.

It's all coming together and feeling purposeful. I thank you so much for your wisdom and inspiration.

Stephanie M.

$1,499.00 USD