Financial Coaching for Individuals or Couples

Take Control Of Your Finances

 

Financial Coaching for Individuals or Couples

Take Control Of Your Finances

 

Do you know where your money is going?

Do you think to yourself, “I make a decent salary, so why don’t I have any money at the end of each month?”

I can help. We’ll discuss your cash flow, and you will take action steps so that you can get clear on where your money is going. We will work together to identify how you REALLY want to spend your hard-earned money, creating your ideal life and not just one you see on social media.

Find out where your money is going and WHY

 

Not just the HOW, but the WHY.

So often we can read on the internet how someone got themselves OUT of debt, but for every person who got themselves out, there are SO many more people who are still IN debt and can’t seem to break the vicious cycle.

If that person who is still IN is you, I want to help. I want to teach you what I’ve learned, so you can:

  • understand why you can’t seem to get off the hamster wheel
  • understand why you got there in the first place
  • become empowered with tools so that you can achieve those goals that you thought were just daydreams
  • better your financial legacy

    I will teach you the WHYs surrounding your money and use tools to show you the HOWs so you can achieve your WHATs.

      I will teach you the WHYs surrounding your money and use tools to show you the HOWs so you can achieve your WHATs.

      Finally Be Comfortable Talking About Money With Your Partner

       

      Does the thought of talking about money with your partner get your stomach tied in knots?

      Do you avoid talking about money-related topics so that you don’t get into another fight?

      Couples who have been together for 15-20 years have told me that they finally feel comfortable talking about money after working with me. Knowing that you have a safe, confidential space to talk about money with an independent, unbiased financial advisor can put your minds at ease as we navigate your thoughts about money, how they came about, and how you can change them for a better financial future.

      Financial Coaching for Individuals or Couples

      How It Works

       

      Session One

      The Whys Behind Your Spending

      Session Two

      Goal Setting and Action Board

      Session Three

      Your Financial Snapshot

      Session Four

      SEE Where Your Money is Going

      (90 minutes)

      Session Five

      Cash Flow Plan

      Session Six

      Accountability Check-in

      Fee: $175/session, and $175 initial deposit is required (to be credited on last session of package). All sessions are held via Zoom meetings. Sessions are 60 minutes unless otherwise noted. After each session, you will receive a summary of our discussion and action steps to take before our next session together.

      Ongoing coaching is available upon completion of financial coaching package. Includes one 60-minute Zoom meeting per month and further communication provided through e-mail.

      Are You Feeling Financially Well?

      Take this short 6-question quiz and receive some tips to find out what can improve your financial wellness, and you'll also be subscribed to my weekly email!

      Social Media

      Find Make A money mindshift on social media!

      Social Media

      Find Make A money mindshift on social media!

      Are You Feeling Financially Well?

      Take this short 6-question quiz and receive some tips to find out what can improve your financial wellness, and you'll also be subscribed to my weekly email!

      Disclaimer

      Make A Money Mindshift, LLC is a registered investment adviser in the state of Illinois. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.