WELCOME TO THE FINANCE BAR COACHING SUITE

Your destination to smarter financial management

My coaching sessions are based on your unique needs, and desires, not what I think your goals should be. You will no longer have to suffer in financial silence.

…and, honestly, the journey won’t be easy, but I can assure you that every minute you spend toward fulfilling the financial promises you’ve made to yourself will be worth it.

Financial wellness helps in so many other areas of your life. When your finances are in order, you feel a boost in your self-confidence and your relationships blossom. Financial wellness also allows you to focus on other important areas of your life, like family, instead of worrying about financial challenges. I will challenge and encourage you to think beyond today by planning forward. We’ll discuss much more than money. I am here to ensure that you are prepared for the expected and unexpected, and are well versed in understanding the importance of having necessary documents in place that will leave you and your family feeling more secure.

Our time together will be focused on meeting you where you are on this finance journey, following you on the journey, and observing closely as you remain committed to long-term and sustainable growth individually or with your family. Not only will we deal with your financial components, we’ll also dive into emotional economics by identifying your back story and thoughts around money.

I’m here to help you every step of the way—without the judgment—just honesty, care, understanding, and advice that is focused on the facts of your financial situation.

So, tell me… which session is for you?

 

Single and ready to mingle… with your finances? This package is for you if you’re finally ready to face your finances head on and be accountable for sticking to a plan that will increase your financial awareness, financial security, and confidence.

You’ll receive:

  • Monthly exclusive membership: 2 hours of coaching per month
  • Access to me—virtually or locally (Charlotte, NC)
  • Quarterly assessments to monitor goals
  • Workbook (hard copy)
  • Spacious canvas tote to keep your coaching materials organized

Investment: 2 payments of $55 per month
(1 year package)

Sign-up now!

…And they lived happily ever after—once they created a financial plan. This package is for you if you’re ready to stop avoiding the conversation about finances and start working together toward creating financial unity and success for your family (e.g., planning for kids, purchasing a home). If you didn’t do this prior to marriage, now is the perfect time:

You’ll receive:

  • Monthly exclusive membership: 2 hours of coaching per month*
  • Access to me—virtually or locally (Charlotte, NC)
  • Quarterly assessments to monitor goals
  • Workbook (hard copy)
  • Couples wall chart to track notes and goals and to set appointments and reminders
  • Spacious canvas tote to keep your coaching materials organized

Investment: 2 payments of $85 per month
(1 year package)

Sign-up now!

*Couples must attend all sessions together and complete assigned tasks together.

 

Money is one of the most significant areas of potential conflicts in a marriage and ranks among one of the top four reasons for divorce. This package is for you if you are ready for complete financial transparency and unity before saying “I do.

You’ll receive:

  • Six, 60-minute sessions
  • Access to me-virtually or locally (Charlotte, NC)
  • 6-month checklist to keep you on track with building a secure financial future
  • Workbook (hard copy)
  • Couples wall chart to set a simple and strong foundation for planning your present and future finances together.

Investment: $150 per month for 6 months

Sign-up now!
*Couples must attend all sessions together.

mediationFinancial issues don’t have to tear your family apart. Maintain the peace with mediation that will  help you plan for life’s unexpected events and resolve financial concerns about:

  • Disabilities
  • Illnesses
  • Death
  • Caring for elderly parents/siblings
  • And other hardships

You’ll receive:

  • One 60-minute session
  • Access to me—virtually or locally (Charlotte, NC)
  • An assessment map with actionable items that will help you make informed decisions easily, give you peace of mind, and secure your family’s well-being.

Investment: $175

Sign-up now!

Ready to get down to business with your financial goals? This is for you if you’re clear on the specific financial issue or challenge you need help with (choose 1):

  • Assessing your current financial standing
  • Creating a personal spending plan that works for you
  • Improving your credit score with a full credit report evaluation
  • Developing a strategic debt reduction plan

You’ll receive:

  • One 60-minute session
  • Access to me—virtually or locally (Charlotte, NC)
  • An assessment map with actionable items for making real progress with your financial goals

Investment: $175

Sign-up now!

At this very moment, you have the opportunity to make life-changing improvements to your financial situation. Are you ready to face your current financial circumstances and take the necessary actions that will change your life forever? You owe it to yourself and your family.

START LIVING THE FINANCIAL LIFESTYLE YOU’VE ALWAYS DREAMED OF TODAY.

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Uniquely designed for singles, couples, and families in need of financial mediation.

…and, honestly, the journey won’t be easy, There may be moments when you’ll want to give up, or when you’re numb to the truth, but I can assure you that every minute you spend toward fulfilling the financial promises you’ve made to yourself will be worth it.

Start Today!