Financial Coaching Services
ALIGNMENT SESSION
For individuals and couples
The Alignment Session is a one-time meeting with coach Cheryl. During this two hour plus session, we’ll take a deep dive into your financial journey and jump start your money success. We’ll work through setting up a doable budget (mine looks and acts very different than any other you’ve seen – trust me!). We’ll define your big life goals and create a plan for achieving them.
Our goal for this session is for you to walk away with a detailed action plan. You’ll be on a proven path to achieving your financial goals!
What will you get from the Alignment Session?
A budget aligned with your values and goals that includes numbers you can live with. I won’t tell you that you have to stop spending money on coffee.
A step-by-step plan that takes the guesswork out of managing your money. You’ll be spending intentionally, saving with a purpose, paying off debts, and maximizing your income.
A savings strategy that will have you feeling ready to tackle what life throws at you, but that also has built-in personalized enjoyment.
A plan for your debt that will make sure you’re leveraging it properly or tackling it as quickly as possible – and an understanding of which one is best for you. If paying off your debts is the goal, you will walk away with the payoff strategy that’s best for you and a game plan for reaching your payoff goals.
The first step is to schedule a free phone call with me. We’ll talk for 30 minutes about your current situation, you’ll get to ask any questions, that you might have, and we’ll see if working together would be a good fit.
Investment: $395
TESTIMONIALS
“At the end of last year, I reflected on my future and finances. One of my friends recommended me to talk to a financial coach and introduced me to Cheryl. Cheryl made me think about my goals, expenses, debts, and future. She also made me think about other money possibilities. I was looking for a structured approach and Cheryl provided. I recommend her as a financial coach since she is personable, approachable, knowledgeable; more importantly, she is passionate and willing to help!”
— X. Calderon
“I am immensely grateful for the intense focus on my financial habits and goals that have resulted from Cheryl's coaching! BC (before coaching), I could not envision what was possible. I could not imagine how much I am able to increase my income or reduce my debt. I am exceeding my own expectations! Structure, consistent guidance and cheerleading made all the difference for me!”
— A. Copes
COACHING PACKAGE OPTIONS
For individuals and couples
Ongoing Financial Coaching & Education are scheduled monthly, quarterly or semi-annually for those who value continuous coaching support. These sessions are personalized to meet your needs.
The ongoing financial coaching will focus on ensuring the structures implemented during the Alignment Coaching sessions continue to effectively support the achievement of your goals. Any questions or concerns will be addressed, as well as modifications to the budget, savings tracker, or debt payoff plan. During each coaching session, life goals will be reviewed and factored into the budget, along with ongoing financial education.
The investment for these sessions varies based on the option you choose.
GROUP WORKSHOPS
For teens, young adults, business groups, church groups, etc
for pricing send an email to: cheryl@budgeteez.com
Booked amazing one-hour, live webinars for any size group. These sessions are great for teens and young adults just starting out in life. Individuals of any age can benefit from sound financial education.
We’ll cover topics such as - getting what you want in life with the money you already have, organizing your personal documents, understanding student loans, getting rid of debt and/or avoiding it all together.
The first step is to schedule a free phone call with me. We’ll chat for 30 minutes about your group’s needs, you’ll get to ask any questions that you might have, and we’ll see if working together would be a good fit.