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Financial Coaching Invitations & Booking
At Simplicity Personal Finance, we want to do what is right for YOU. We invite you to join us (in a way that works best for you)! Our primary goal is to improve your life, so check out the coaching invitations below. We would love to work with you!
Discovery
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This 1.5 hour session goes over your financial situation in a big picture kind of way. During this session, we will start to deal with any crisis you may be having, look at your numbers, make budget suggestions, and set you on a path to a happy and healthy financial life.
Six Weeks
To be frank, often a single session of financial coaching is not enough to get you all the way in shape. Just like exercise, you need to keep at it. Our six-week, short program is packed full of great advice that will set you on a lifelong, healthy financial diet.
Three Months
The second best choice, the three month program. sets you on your way to permanent, healthy financial habits.
Six Months
The six month program contains more detail. It is our most recommended program. Here, we develop a long term relationship with you that helps you develop (and KEEP) great financial habits.
