Time Well Spent Financial Coaching
Financial Peace of Mind
for single women who want to take control of their money.
SOUND FAMILIAR?
You value relationships, independence, living life on your terms, and your overall health and wellness.
You want more competence and confidence with your money and are ready for the guidance of a financial planner to help you thrive.
You Are Looking For
Clarity
What does it mean to live life on your terms?
A Plan
What do you want your money to do for you?
Accountability
A dedicated coach to help implement your plan.
You deserve a simple-to-understand financial life plan, tailored to you, and a dedicated guide to answer your questions and keep you accountable.
A map - and a dedicated guide - to realize your goals
If you're not sure where to start, or tired of trying to figure out what to do with your money, my coaching-centric approach to financial planning will be a relief.
You will get organized; gain clarity on your values, goals and dreams; and learn how to intentionally manage your money now and for the future. Along the way, I will be your dedicated financial coach and planner to guide you through the process, answer your questions, and keep you accountable.
3 Simple Steps to Financial Wellness
1
Schedule a Consultation
Schedule a complimentary 30-min Zoom call so that you can learn more about the services I offer and how they might meet your needs.
2
Create Your Actionable Plan
We'll work together to clarify your dreams and create a plan that you can follow step-by-step, and adjust as necessary!
3
Enjoy Life on
Your Terms
Realize your goals and dreams. I'm here to help you navigate the financial wellness process as your dedicated guide and accountability partner.
My Promise to You
Are we a good fit?
A focus on mindset
Fee-Only
Advice-Only
I'm not the right financial planning coach for everyone. You deserve the best fit for your needs. If I don't think your needs are aligned with my offerings, I'll let you know!
Your money mindset & clarity of goals is a key factor in how likely you are to realize your dreams. We'll focus on this.
Nothing complicated here. You pay a fee for my planning and coaching services.
That's it.
I will be your guide. You are willing to implement most of your plan once you're comfortable with it, but you also appreciate the learning and accountability coaching provides.
Be at peace with your money and your choices
You don't have to feel lost when it comes to money. It is possible to create a plan and be intentional with your choices. Taking action boosts your confidence to go further. Without a plan - and without a guide to keep you accountable - you will continue to wander without a direction. With a plan and a dedicated accountability partner you can navigate life's changes and still stay on track to live out your values.
START YOUR JOURNEY TODAY
$2,600 flat fee
for a one-time plan to address your big goals and dreams! 3-5 meetings depending on needs and access to me via email for quick questions over a 3-month period.
$3,400 fee
This is an add-on service to Time to Plan. For those who want the extra guidance and accountability to implement their plan, this is the next best step! Time to Build + Time to Plan = Total Wellness
1-Year of Financial Planning, Coaching & Accountability.
Flat fee of $6,000 for one year. Monthly coaching sessions, a full financial plan and a dedicated guide to help you implement and monitor it.
Options to extend beyond 1 year are available.
Schedule a Complimentary Consultation
Ready to learn more about taking control of your money?
Fill out a brief form to schedule a complimentary 30-minute call.
If you're not ready just yet, you can stay in touch and continue to learn about personal finance by signing up below to receive monthly newsletters.
