Financial Coaching Packages
Client customized financial plans will include; defined financial goal targets, “working backwards” timelines, checkpoints, continued financial literacy resources and more.
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COACHING PACKAGE TIER I
$750.00
30-minute exploratory call
Pre-session assessment
2 - 3 virtual sessions
Evaluate financial health
Define 1 financial focus area (e.g. budgeting, cash flow, credit building, debt management, education planning, investing, saving, spending)
1 customized financial plan & formula embedded budget
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COACHING PACKAGE TIER II
$950.00+
30-minute exploratory call
Pre-session assessment
3 - 5 virtual sessions
Evaluate financial health
Define 2 financial focus areas (e.g. budgeting, cash flow, credit building, debt management, education planning, investing, saving, spending)
1 customized financial plan & formula embedded budget
Understanding the Fundamentals: Select one area to further your financial knowledge*
Quarterly check-in*
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PRIVATE 1:1 COACHING
30-minute exploratory call
Ghant Global Assessment
General Financial Literacy Coaching
Select one focus area of your choice (e.g. budgeting, cash flow, credit building, debt management, education planning, investing, saving, spending)
Family Budget Recommendations (optional)*
Discuss financial concern areas Communication Recommendations — having conversations around finances can be difficult and sometimes uncomfortable. This offering provides communications tips and resources to talking about money and conflict.*
