1:1 Personal Financial Coaching
As financial coaches, we guide, educate and encourage clients in financial decisions and create individual plans based on your personal values and goals. We can help you with debt elimination, increased savings rate, value based budgeting, realizing and achieving financial goals, debt free college, financial education, avoiding foreclosure and bankruptcy, dealing with collections, building wealth and so much more.
Does any of this sound familiar?
You’re living paycheck to paycheck even though you make GOOD money!
You feel like EVERY TIME you get ahead, you fall 3 steps backward
You’re DROWNING in debt and don’t know where to start
You’re worried about the future and think, there’s NO POINT, I’ll never retire
You wonder how EVERYONE else seems to be making it work
You’re TIRED of living like this and ready to do ANYTHING to change it
You want MORE for your family and your FUTURE
What’s included in 1:1 coaching?
Monthly Sessions via Zoom 60-75 minutes
30 minute check in call for accountability between sessions
Unlimited Voxer & email access so your questions don’t have to wait
Monthly action items to propel you to your goals faster
Getting Started mini-course - Client Edition with exclusive exercises
Facebook group to share your wins with like minded individuals
Financial education and coaching on the topics that interest you the most
“I felt so lucky that I got to meet and work with Kristy on my financial journey. She has not only taught me everything about finances, but I also learned more skills from you to handle a business, life, and my marriage. My mindset about Money has slowly transitioned into a positive one and my planning skill is getting better.”
“Kristy was an exceptional listener who gave helpful feedback on my situation and any questions I had. I’m addicted to my budget spreadsheet she set up for me and I’m feeling so much better about my finances.”
“I had two primary problems prior to starting with Kristy and they were identifying a way to successfully create and stick to a monthly budget as well as coming up with a plan to attack my debt and pay it off as quickly as possible. My experience with Kristy has been nothing short of amazing, she really spent the time to understand my problems and help me come up with solutions so that I can continue to have long term success. If I were to rate it on a scale of 10 I would give it a 12 out of 10.”
How can we work together?
Deep dive session
This is a 2 hour intense session where we will cover the ins and outs of your financial life. This is an intensive session that is a great for DIY’ers who need a little push to get off on the right foot as well as those who aren’t sure if financial coaching is for them and want a test run. About 2 weeks after your Deep Dive session, we’ll connect for a 30 minute follow up call to answer any questions you might have and check in on your progress and the action steps you left the session with.
After this session you’ll have a budget you can work with and saving strategy that works with the goals you define in our session. Whether you’re looking to pay off debt, get your finances organized, protect your family financially or simply learn how to make a budget work for YOU, we’ll focus on your situation and you’ll walk away with a plan you can implement.
Deep Dive Sessions are $499 and typically the best place to start before moving into a monthly coaching obligation, but not required if you’re adamant about being ready for the monthly commitment.
“Before my Deep Dive with Kristen, my head was spinning about all things family finances. After taking her Profit First Bootcamp course, I felt like I a solid handle on my business finances, but had trouble wrapping my head around creating our family’s budget. Kristen answered my questions and educated me in a completely nonjudgemental way, which made me feel very taken care of. Now that I have solid action items, I know exactly what I need to do to create the financial foundation I want to have in place for our family.”
**Have a business that’s driving 50% of more of your income? Please schedule a business Deep Dive or discovery call.
monthly coaching
Under our monthly coaching program, we ask for a minimum of a 4 month commitment. It takes an average of 3 months to get a working budget and to create new healthy habits and mindset around money. The fourth month is to ensure you feel confident flying solo with your finances. Clients are always welcome and encouraged to stay on as long as they feel is necessary. Typically, after the first few sessions and progress is being made, you can see more clearly and your goals shift. You will become more determined. There’s more to be uncovered and discovered. Your goals will get bigger and I'm here to help you achieve them. You can start with a Deep Dive and decide to move into monthly coaching or if you’re 100% committed and ready to make great changes, then start directly with a monthly coaching commitment.
Here’s what a monthly plan can look like and a sample of the things we can work on once you feel confident about how you control and handle your day to day financial decisions to make progress toward your specific goals.
Financial Fitness Coaching personal financial coaching clients have an average monthly turnaround (combined debt payoff and savings) of $4,931.15 per month. (Individual results vary by client’s goals, intensity, core values and income). What could you do with an extra $60,000 per year?
“My experience with Kristy was incredible. She created exactly what I needed to establish realistic goals, see where our money was going, and prioritize those things that were mandatory versus discretionary. She also explained it all in a way that was easily understood without feeling completely overwhelmed. I left the session with Kristy feeling empowered, motivated, and excited about my finances for the first time ever.”
“Kristy treated me with the kindness, professionalism and expertise when I needed it most. She was able to listen attentively and offer a knowledgeable sounding board. She was never anything but compassionate. Every person and their needs are different, but anyone who is lucky enough to work with Kristy is fortunate indeed!
Words are inadequate to express my appreciation!”
“Coaching has taken so much stress off me to have you provide us guidance that was easy to follow. For the first time in my life, I actually feel like we make good money. We have savings growing, and understand where we spend our money.
I feel less stressed knowing we have planned for the future and the unknown. Further, I feel confident that we are spending in alignment with our values and goals, or at least recognize when we do not.”
Are you ready to start living your best life?
Have a business that’s driving 50% of more of your income? Please use the Business Deep Dive or Discovery Call links**
Thank you for your interest in Financial Fitness Coaching. We've been thrilled by the response from our community and are excited to be able to offer our coaching to more people. Unfortunately, we've had to put a waitlist in place because we've reached our capacity for clients. Join the waitlist and someone from our team will be in touch when client spots become available.