1:1 VIP Financial Strategy Session
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Step in your financial power and take control of your financial future with a personalized 1:1 VIP Financial Strategy Session. In this empowering session, we'll dive deep into your unique financial situation, offering expert insights and a tailored action plan to increase your net worth and build unwavering confidence in managing your money. Whether you're focused on growing wealth, optimizing savings, eliminating debt, or planning for long-term security, this session is designed to tackle your most pressing goals and priorities—nothing is off-limits. Walk away with clear, actionable strategies and the confidence to elevate your financial success!
Here are some ways we can work together:
Review your current income and expenses to uncover growth potential.
Create your customized cash flow plan tailored to your specific financial goals and priorities.
Help you set your financial goals and priorities to help you achieve what matters most.
Establish your money strategy to boost your confidence now and in the future.
Audit your current spending habits and take control of the emotional spending.
Review your monthly cash flow to make sure you're not leaving money on the table.
Plant new seeds for financial success with a tailored roadmap.
What's included
A 2-hour video call
Discussion of your top 3 money concerns
Follow-up summary and recommendations
CLAIM YOUR 1:1 VIP STRATEGY NOW
Frequently Asked Questions
Financial Coaching is a collaborative and educational partnership that empowers individuals to build financial confidence and develop money management skills. Financial Coaching aims to bridge the gap and inspire action by offering a strong, professional alliance. As a financial coach, I educate my clients on personal finance and simple wealth creation fundamentals, providing accountability and practical insights to enhance financial literacy. The objective is to enable clients to make informed financial decisions and take ownership of their financial future.
Unlike financial advisors, Financial Coaches do not provide specific investment advice. Through a series of sessions, I help you formulate a customized financial plan tailored to your needs. Financial Coaching is the connection between knowledge and implementation, making it an effective tool for building wealth and achieving financial freedom.
You might have attempted this before, and chances are you have. Having access to numerous budget templates and informational sources doesn't guarantee automatic success. This is where I step in. Together we create a customized plan based on your individual financial circumstances, and through a series of sessions, we strengthen that financial groundwork to bring you accountability and financial freedom.
A Financial Coach is NOT a financial advisor who advises and sells investment products like mutual funds, stocks, retirement accounts, or insurance. They do not offer specific investment advice or recommend how much to invest.
Financial coaching avoids giving precise market or securities suggestions.
Financial advice from Advisors/Planners focuses on money rather than addressing underlying money-related issues.
This is where I can step in to help! I can assist you in moving towards a position where you can accumulate wealth. Financial Coaching provides insights into wealth-building strategies without the pressure of selling investment products.
As a financial coach, I am dedicated to helping you achieve your financial goals and build wealth. With a background in accounting and financial management and coaching people to master their relationship with money, I bring a wealth of knowledge and experience.
In addition, I have completed the Financial Coach Master Training program with Ramsey Solutions, equipping me with the tools and expertise to guide you toward financial success.
My journey from generating substantial capital to transitioning from a 9-5 job to starting my own business while maintaining my lifestyle demonstrates my ability to assist others in reaching financial stability and achieving their financial goals faster.
Confidentiality is of utmost importance in my coaching practice. I adhere to the International Coach Federation's (ICF) Code of Ethics, which includes strict guidelines for maintaining client confidentiality.
The information provided in this program is for educational and entertainment purposes only and should not be considered legal, financial, or investment advice. Wealthy Within is a coaching program designed to empower you with financial knowledge, but all financial decisions are solely the responsibility of each participant. Any views or concepts discussed are for educational purposes only and do not guarantee specific results. Each member is fully responsible for her own financial choices. Wealthy Within/Dreams Coaching LLC provides coaching services only and will not be held liable for any monetary losses
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