One-on-One2018-11-30T10:28:27-04:00

One-month Intensive

This is a program for individuals or couples who are ready to commit to getting all aspects of their finances in order in one month, and would like the benefits of personal attention and privacy.

This program offers 4 private one-hour work sessions, plus unlimited questions and answers via email for the duration of the month. These sessions can take place either at your home or my workshop space, whichever seems more appropriate given your specific goals.  (If you do not live in Pittsburgh, these sessions will take place via Skype or telephone.)

Since these sessions are private, we will be able to tailor the material covered to your particular situation.  For example, If you need more help with budgeting, we’ll focus on that.  If you need more help with controlling debt, we will focus on that.  Topics include:

o  Budgeting and spending control
o  Debt-Free Lifestyle
o  Credit/Debit card usage
o  Savings plans set-up
o  Investment plan development
o  FICO (credit score) improvement
o  Tax planning

Privacy

4 1-hour Sessions

Unlimited Questions

Tailored Material

Format for Coach-for-a-Month

  • Session 1

    Discuss financial goals and current financial situation.  Based on this conversation, homework will be given for what to organize or prepare for the next week.

  • Session 2

    Discuss what was completed in the homework and continue work on organizing and preparing for the next session. Technical advice will be given if necessary on how to access on-line accounts or programs.

  • Session 3

    Run through checklist of actions performed. Discuss what remains to complete. Homework will be assigned and explained if necessary.

  • Session 4

    Final discussion of actions performed and whether all goals were achieved. All relevant information will be transferred to me where a personal financial action plan will be prepared.

Calendar

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