Financial Coaching Plans2020-02-09T18:09:21-05:00

Financial Coaching Plans

Plan I: Comprehensive Financial Plan with 6 months coaching to permanently transform financial habits

Plan includes:

  • 4 – 5 hours working together during the initial 4 to 6 weeks to create your comprehensive financial plan, which includes:
    • Complete and accurate budget
    • Personalized budgeting method that’s easy to follow
    • Savings and investment plans for both short and long-term
    • Debt repayment plan, if applicable
    • Credit report evaluation with action items for repairing and improving credit score, if needed
    • Student loan repayment options, if applicable
    • Discussion of best insurance scenarios for health, life, long-term care, etc.
    • Tax planning
    • Financial education, as needed
  • 5 additional hours of coaching (1 1-hour session or 2 30-minute sessions per
    month), on all aspects of financial management to ensure self-sufficiency
  • Financial action plans created each session with Shay during the period of
    engagement to assist with completion of all tasks necessary to get finances in order
  • Monthly sessions may take place in person, by phone or video conference, at your preference and availability

Base Cost (may increase based on level of complexity):

A. Individuals: $1,750 initial payment and then $299/month for the next 5 months*

B. Couples: $2,500 initial payment and then $399/month for 5 months*

C. Ongoing after 6 months: Same monthly rate as above

*The entire amount of the plan can also be paid in 6 monthly installments, with auto-debit/credit

Plan II: Comprehensive Financial Plan without Coaching

This plan is recommended for those who already have good financial management skills, but would like a detailed plan for how to better organize their finances or who would like to create a plan that encompasses specific short-term goals like purchasing a house or a car.

Plan includes:

  • Two 2-hour sessions or 4 1-hour sessions over a 4-week period
  • Assistance with creating a complete and accurate budget
  • Savings and investment plans for both short and long-term
  • Debt repayment plan, if applicable
  • Assistance with how to accomplish specific financial goals (i.e., purchasing a house or a car)
  • Tax planning for consultants or freelance employees

Base Cost:

$1,750 Individual/$2,500 Couple

Plan III: Coaching Only 

This plan is available for those who already have a basic plan and a budget, but who need assistance with following their plan or their budget.

Monthly coaching plans which address:

  • Changing spending and saving habits
  • Accountability to stay on track with financial goals
  • Underlying thought patterns and negative internal messaging which can lead to poor financial management
  • Financial goal setting techniques
  • Altering your view of money and the role it plays in your life
  • Best practices for splitting or merging expenses with a partner
  • Money-management issues with a partner or spouse

Cost:

A. Individual: $399/month for two 30-min sessions (recommended for first 6 months)
B. Couple: $499/month for two 30-min sessions
C. Individual: $250/month for 1 30-min session
D. Couple: $350/month for 1 30-min session

Contact Shay to see which plan is right for you!

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