INCLUDES THE FOLLOWING:

1. Introduction Session(20-minute Phone Call): Clients share their financial background, goals, and challenges and what they are desiring with their personal finance coaching journey (financial check-up, budgeting, debt-reduction, etc.)

2. Financial Assessment(Email Questionnaire): Clients share current financial situation, including income, expenses, assets, and liabilities. The coach uses the 20 minute phone call to design questionnaire.

3. Addressing PF Questions and Goal Setting(90 Min. In-person or Zoom Meeting): Collaborate with the client to establish clear and achievable financial goals, both short-term and long-term. All questions will be addressed.

4. Basic Financial Education and Action Plan: Client leaves meeting with an action plan(list of actionable things they can do to improve their financial health).

(Personal Finance Coach will take notes and e-mail the actionable plan based on the goals that were established in the meeting)

Includes calling/texting/emailing dependent on client need leading up to monthly meeting (30 Days of Support)

1. Summarizing Session: Client shares their glows and grows from the past month.

2. Question and Answer: Client shares questions they have regarding their grows from the past month. (These should be sent prior to meeting.)

3. Future Planning Session: Coach and client collaboratively make goal adjustments as well as solidify short-term and long-term goals.

(Personal Finance Coach will take notes and e-mail the continued actionable plan based on the goals that were established in the meeting).

Includes calling/texting/emailing dependent on client need leading up to meeting (90 Days of Support)

1. Summarizing Session: Client shares their glows and grows from the past three months.

2. Question and Answer: Client shares questions they have regarding their grows from the past 3 months. (These should be sent prior to meeting.)

3. Future Planning Session: Coach and client collaboratively make goal adjustments as well as solidify short-term and long-term goals.

(Personal Finance Coach will take notes and e-mail the actionable plan based on the goals that were established in the meeting)