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Monthly Coaching Plans2018-11-30T10:28:24-04:00

Monthly Coaching Plans

After each monthly workshop has ended, you will have the option to continue being coached. There are three levels of monthly membership coaching available, basic, intermediate and deluxe. (See below for descriptions and pricing.)

Coaching provides the continued support that ensures success in meeting your goals. The plans are designed to be affordable and comprehensive. In other words, you don’t have to do it alone. I’ll be there helping you every step of the way.

Have Questions?

Basic Coaching

Unlimited Q & A, and motivational emails.

Each participant will be entitled to unlimited Q & A via email per month of membership to assist with small details of applying your financial action plan. You will also receive regular emails from me following up with your financial action plan to help keep you motivated.  If your questions are complex and require research on my part, an additional fee will be assessed. All additional fees will be discussed and agreed upon at the time of the request.

Intermediate Coaching

Unlimited Q&A via email plus up to 4 phone sessions

Each participant in this plan will be entitled to unlimited Q & A via email as well as up to 4 half-hour phone sessions during the month.  In the phone sessions, I will help clarify items on your financial action plan, discuss updates to your budget based on new income or expenses, or assist with any financial issues or setbacks you may be experiencing. You will also receive regular emails from me following up with your financial action plan to help keep you motivated.  If your questions are complex and require extensive research on my part, an additional fee will be assessed. All additional fees will be discussed and agreed upon at the time of the request.

Deluxe Coaching

Personal Assistance

This plan is for those who feel they need more private instruction or even personal assistance in setting up spreadsheets, accessing on-line programs, contacting banks, etc.  There will be a basic monthly fee, plus an agreed-upon additional fee for large projects.  Please note that no bookkeeping or other accounting services are offered with this plan, only coaching and personal assistance with the mechanics of applying what was discussed in the workshops.  If you require an accountant, I will locate an appropriate referral for you.

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