Base Coaching Program
Set out on the journey to financial wellness.
In the Base Program, we’ll cover a few basics that are foundational to getting your financial footing and setting yourself up for future success. The Base Program is a great entry point for individuals and couples who are still deciding whether or not long-term, more in-depth coaching services might benefit them.
Here’s what you can expect from the Base Program:
In the Base Program, we’ll cover a few basics that are foundational to getting your financial footing and setting yourself up for future success.
The Base Program is a great entry point for individuals and couples who are still deciding whether or not long-term, more in-depth coaching services might benefit them.
What you can expect from the Base Program:
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Set realistic and intentional financial goals for your future.
Goal setting is harder than it sounds.
Rather than simply deciding on random financial numbers, goal setting requires you to truly envision your ideal future and figure out what it will take to get there.
Together, we’ll review your core values, your vision for your future, and the important relationships in your life that impact your goals.
From there, we’ll determine what your financial goals are and why you’re setting those goals so you stay on track.
By the end of this program, you’ll have a clear picture of what really matters when it comes to achieving financial success.
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Get a handle on your household cash flow.
Cash flow simply means taking into account what money is coming in and where that money is going out.
We’ll develop a simple yet effective tool that helps you manage your expenses to the dollar on a monthly and yearly basis.
You’ll know precisely how much money is coming in and where the heck it’s all going out.
From there, you can make changes as necessary to manage your expenses and ensure your spending is truly within a budget that’s aligned with your values.
To top it off, we’ll help you create a cash flow summary and easy-to-use budgeting process—and you’ll understand what these do for you and why they’re necessary.
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Take your savings further than you ever thought possible.
Our signature personal finance savings strategy, Elevations, can help you reach your savings goals.
From saving your first $2,000 emergency fund to banking 6-12 months of living expenses, we’ll help you learn and execute savings strategies so you’re ready for life’s curveballs.
Program Length: 1 Month
Meeting Schedule
This is a one-on-one program with a Coach and yourself that includes one month of weekly 1-hour coaching sessions (four 1-hour sessions in total).
Before the initial 1-hour one-on-one session, you will be required to complete prep work so that when the initial session occurs, we are focused on covering the ins and outs of your financial life.
This is an intensive program that is great for people who need a push to get off on the right foot as well as those who are not sure if monthly financial coaching is for them and want a test drive.
This program will help kickstart your new financial habits.