We need to make sure every precious, hard-earned dollar has a purpose and is used to our best advantage in life.
Getting to where you want to be financially isn’t about being restrictive with your money.
It’s about building a plan that supports your lifestyle and vision. And, that’s exactly what we help our Smart Sisters do.
Break through the fear and limiting beliefs that have derailed your money plans to get the most out of your life.
“I want to set a strong financial foundation.”
You’re at the beginning of your financial journey and want to understand how to confidently manage your money throughout your life. You may be struggling to build a budget, get out of debt, or start saving for retirement—on a modest paycheck.
“I want to set a strong financial foundation.”
We'll cover:
• Getting out of debt
• Balancing debt and savings
• Building a budget
• Repaying student loans
• Contributing to a 401k/403b
• Improving your credit score
• Learning to invest
“I’m ready to make bigger money moves”
You make good money, but know you should have a smarter spending, saving and investing strategy in place. You want to level up your financial management skills to truly unlock your life vision and freedom.
“I’m ready to make bigger money moves”
We'll cover:
• Assessing the financial aspects of a job change
• Exercising stock options
• Understanding the real estate purchase process
• Adding IRAs or other investment accounts
• Growing wealth as you grow your career
“I’m starting a new life chapter”
You’re in transition and need help navigating your finances in this fresh chapter. You may be combining or separating finances with a partner, expanding your family, moving, buying property, or starting a new life adventure.
“I’m starting a new life chapter”
We'll cover:
• Combining money and supporting financial compatibility
• Buying property on your own or together
• Having or adopting a child
• Funding educational expenses
• Navigating financial issues and divorce
• Getting ready for retirement
“My business is taking off”
You have a successful business (you think), but there are gaps in your ability to manage your finances, set financial goals, keep your books, and ultimately become a profitable business owner.
“My business is taking off”
We'll cover:
• Starting a business
• Reading and analyzing financial statements
• Setting financial projections and measuring success
• Paying yourself and others
• Making strategic hiring decisions
• Adding small business retirement plans
Booking
Ready to build a money confidence
machine around you?
Speaking
Want to organize a workshop for
your group or company?
Coaching
Have more questions about
the coaching process?