Financial Coaching for Women In Transition

Know Your Numbers

 

Financial Coaching for Women In Transition

Know Your Numbers

 

Are you experiencing a major change in your life that leaves you unsure of where you stand with your finances?

Whether you are in the process of a divorce, recently widowed, changing careers or starting a business, I can help you get a grasp on your finances and significantly ease the transition process. 

Are you going through a divorce and have some of these questions:

 

  • You don’t know your monthly expenses, and you’re not sure if you need to go back to work or get a higher-paying job?
  • You’re thinking of refinancing the mortgage to your name only, but you don’t know your credit score and aren’t sure what to do to make it better?

I can help.

We’ll review and identify what are YOUR monthly expenses. We’ll look at potential income sources you may be able to receive post-divorce which will help to determine on your earning additional income. We’ll obtain your credit score to see if some work needs to be done to get that score increased before you refinance the mortgage or buy your next home. 

I’ll work with your divorce attorney to make this transition in your life as seamless as possible.

Are you recently widowed? Was your partner responsible for the finances, so now you feel lost and trying to figure out which end is up?

 

I can help.

You’ve experienced a huge loss in your life — prayers for you and your family. It doesn’t seem fair that life goes on, and bills need to be paid while you grieve. While significant changes in your life should not be made right now, together we can go through your bills to determine what needs to be paid now, and what can wait. We will identify your monthly expenses, and I will prepare a cash flow plan for you so you know how much you can spend each month without running out.

Thinking of changing to a lower-paying career and unsure if your finances can swing it?

 

I can help.

We’ll review your current numbers and determine those expenses that are NEEDs (we’re talking more than Maslow’s hierarchy) and what you can live without so you can go for that position that fills your soul.

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

Has the pandemic shown you that your hobby can possibly become a full-fledged business?

 

I can help.

We’ll look at your anticipated business expenses along with your personal expenses, so you know your numbers. We’ll review your assets and income to see if you have a “runway” of cash to support you before you take off with your new business and leave your full-time job.

Financial Coaching for Women in Transition

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.

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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.