Personal Finance Coaching
Coaching Services
I’m happy to share that I am now accepting a limited number of clients for 1:1 coaching services. I want to help you accomplish all your financial goals and gain the peace, clarity, and resources that you need to thrive. Click here to learn more about me and why I should be your coach.
1:1 Coaching Package – Four One-Hour Sessions | $350
Perfect for new clients looking to gain clarity, structure, and confidence in their finances. Each session is tailored to your unique needs and goals.
What I Can Help You With:
- Assess and understand your current financial situation
- Create an easy-to-follow strategy for daily, weekly, monthly, and annual money management
- Streamline your finances (e.g., set up autopay for bills, open a high-yield savings account)
- Design a debt payoff plan, savings strategy, or home-buying roadmap
- Understand credit and improve your credit score with actionable steps
- Cultivate peace of mind and joy around your finances
Includes:
- Four one-hour video calls over an 8-week period
- Free Budget Template
- Personalized Plan of Action
Schedule A Free 20 Min Discovery Call
1:1 Single Coaching Session | $75
Ideal for returning clients who need a focused check-in or support on a specific financial goal.
What I Can Help You With:
- Assess and understand your current financial situation
- Fine-tune your financial management strategy
- Streamline your finances (e.g., set up autopay for bills, open a high-yield savings account)
- Adjust or refine your debt payoff, savings, or home-buying plan
- Boost your credit score with personalized strategies
- Maintain peace, order, and confidence in your finances
Includes:
- One one-hour video call
- Personalized Plan of Action
Schedule A Free 20 Min Discovery Call
Workshops, Presentations & Custom Guides
Looking to bring financial education to your team, webinar audience, or even a family gathering? I offer engaging and tailored workshops and presentations designed to empower your group with actionable financial knowledge.
Contact me via email at katreenaldavis @ gmail.com to discuss options and pricing.
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Disclaimer: Please keep in mind that a Financial Coach is not the same as a Financial Advisor. If you’re seeking help with managing an investment portfolio, purchasing investment products, or receiving specific investment recommendations, it’s best to consult a licensed Financial Advisor.