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Session Details
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!
Where do we meet?
We are very flexible when it comes to where you want to meet. We can do your session over Zoom or Google Meet. Other video conferencing options work too! If you have a particular video app that you prefer, we can usually meet up that way.
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If you are local to us (Southwest Virginia) we can also meet in person. We can discuss face-to-face meeting options when we are setting up your session(s).
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Remember, our coaching is for YOU, so we will do our best to create a meeting environment that works best for you!
Q&A Call
What exactly is a Q&A call?
The simple answer is that we want to get to know you a little better so we can make sure your situation is something we can help with.
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This free 15-minute phone call is an introduction where you can tell us what you need and we can determine if your financial issues are a good match for our programs. We also have a social network that allows us to direct you to another person that may help if we can't!
Discovery Session
This hour and a half meeting is an overview of 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, healthy financial life.
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​When you start, this is your first session. It is longer than our other sessions because we are getting to know you and gaining a big picture of your overall situation (sometimes...this is the only session you need).
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More often than not, you will need more than one session (after all, Rome wasn't built in a day). Getting financially healthy often takes more "financial exercise" than just one "work out".
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This is where our programs come into play!
The Details
Our financial discovery session is an hour and a half long. We will send you a couple worksheets that need to be filled out and returned to us at least 4 days prior to your session. For this reason, Discovery is typically scheduled around 14 days after you sign up. This provides you with plenty of time to collect all the needed information.
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Once you return your worksheets to us, we will analyze them and plan your session in a way that is UNIQUE to you. We do not use cookie cutter, one-size-fits-all solutions.
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Afterwards, you will receive an action list, a financial report, a basic budget, and the beginning of the financial peace of mind that you've been looking for!
Our Programs
Our programs vary in length according to your needs. We currently offer 6-Week, 3-Month, and 6-Month programs that can be customized to meet your unique situation.
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If you decide to accept our invitation for more coaching after your Discovery Session, continue reading.
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We will create a program just for YOU, based on what we already know about you.
The Details
Our Financial Coaching programs are customized for every individual, so no two programs are ever exactly the same.
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We currently offer 6-Week, 3-Month, and 6-Month programs. Each program follows the session schedules shown below. During our programs, we discuss many different topics depending on your unique situation. However, generally our programs include subjects such as Crisis Intervention and Solution, Financial Overview, Budget Creation and Emergency Savings, Debt Payoff Strategies, SMART Goals, Core Values and Life Energy, Spending Temptations, Money Mindset, Security and Independence, Net Worth, and Credit Card and Score Analysis.
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Keep in mind that our programs are unique to YOU, so we may discuss ALL of those topics or spend more time on a single aspect of your personal finances that you are struggling with the most.​​
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Notice that Simplicity's website does not place a huge emphasis on just getting out of debt. Our reason for that is that we don't want to just get you out of debt...we want to KEEP you out of debt!
Program Schedules
6-Week Program
3-Month Program
6-Month Program
A total of 6 weekly, hour-long sessions, as well as email and phone access for any questions you need answered.
A total of 8 one-hour sessions. The first month has one session per week. Then, the following two months have sessions every other week.
A total of 14 one-hour sessions. The first month has a session per week. Then, the following 5 months have sessions every other week.
