Headquartered in Austin, Texas
Call Us Today! (512) 540-1582
Our Services and Products
WE OFFER:
Group Coaching: Group coaching is a very cost-effective way to get the financial education you need on focused topics in a small group setting. This allows you to share information and experiences among the group gleaning from others and their lessons as well. A perfect environment for you to realize that you are not alone in your pursuit of financial literacy and freedom. Group coaching can also be combined with One-on-One coaching for a more personal coaching experience to ensure the education is applied to create your plan to achieve your financial goals.
One-on-One Coaching: One-on-One Coaching is a very personable and hands on approach to helping you in all aspects of financial literacy. You get personalized and in-depth training customized to fit your needs and based on your financial situation. One-on-One Coaching allows for more in-depth analysis of your personal financial situation to include the behaviors and habits that are influencing that situation. This results in a greater connection and bond with the coach creating a collaborative partner in your wealth plan and an accountability partner to accelerate results.
Curriculum Training: Curriculum Training is training on focused topics to grow your financial education and learn many of the “how to’s” of those specific topic areas. For example, a curriculum training on budgeting will educate you on how to track expenses, how to capture them in a budget monthly or weekly, how track your income across pay periods, and how it will be allocated against expenses and other necessary items such as debts. The result will be visibility of the cashflow of the household through the month and determine where adjustments may need to be made for better cashflow management. Curriculum Training may be delivered by video or in group settings.
All programs include:
“The INFERNO” Discovery: In most cases an in-depth Discovery will be needed between you and the coach to help familiarize the coach with the particulars of your financial situation and goals. This will allow the coach to better identify good behaviors and habits to reinforce and those that need adjusting to improve your desired financial outcomes. This will also help the coach to identify the best coaching techniques for you and give you a good understanding of expectations and desired outcomes for the coaching.
Personal Financial Portal: where everything is in one place. You will be able to communicate directly with your coach using multiple means and submit items for review and comments. Your financial portal will have all your accounts linked, your financial goals worksheet, your cashflow plan, debt paydown plan, links to trainings, and access to the online community. Want additional sessions, schedule them in your portal. Best of all, you will have lifetime access to this portal.
OFFERS:
One Time Coaching Session: This one-time One-on-One Session is best if you need expert guidance on a specific money challenge to make a smart financial decision.
Price: $199 for 1-hour Session
Total Recall: For the Financial Rookie who needs help at the best price. This package is built around Group Training and Coaching to grow your financial education, provide accountability, and stoke the heat under your finances over a 60-day period. This training may include teaching the basics of personal finances to include budgeting, paying off debt, the basic insurances to hedge against risk, and the importance of becoming a habitual saver and investor. Group training may be augmented with One-on-One sessions and additional Curriculum sessions on a per item fee basis.
Price: $109/month
This includes: 1x 60-minute Group Curriculum Session/month, 1x 45-minute Group Follow-Up Coaching Session/month.
After 60-days it transitions to 2x 30-minute One-on-One Coaching Sessions/month.
30-day Notice to Cancel required.
The Inferno: For the person who has some financial knowledge and experience, wants to break through a barrier, but needs some additional education and help to get to the next level and beyond. This package blends Group Curriculum training with One-on-One coaching for 90-days to put your finances into a blaze creating a Financial Inferno and jump starting your financial momentum. The training may include teaching the basics of personal finances to include budgeting, paying off debt, the basic insurances to hedge against risk, and the importance of becoming a habitual saver and investor. The training will be applied to develop or refine your financial goals, a personalized plan, and then implement it to achieve the desired goals.
Price: $249/month
This includes: 1x 60-minute Group Curriculum Session/month, 2x 45-minute One-on-One Coaching Sessions/month.
After 90-days it transitions to 2x 45-minute One-on-One Sessions/month.
30-day Notice to Cancel required.
The Deep Diver: 6-month program for the person who is committed to financial growth for the long term and really needs to take a deep dive into financial education and coaching to establish a solid foundation upon which to build. This package blends Group Curriculum training with One-on-One coaching to educate you on a number of personal financial topics and establish a firm foundation of financial knowledge from which you will create rock-solid plans for your financial future. Intensive One-on-One Coaching will help you implement the plans, make decisions along the way, and remain accountable to your plans and goals. You will be well on your way to financial freedom and independence!
Price: $299/month
This includes:
2 months: 2x 45-minute One-on-One Sessions/month
2 months: 2x 60-minute Group Curriculum Sessions/month, 2x 45-minute Group Follow-up Sessions/month.
2 months: 2x 30-minute One-on-One Sessions/month to implement your financial plan.
After 6-months it transitions to 4x 30-minute One-on-One Sessions/month.
30-day Notice to Cancel required.