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FINANCIAL COACHING

Gain the confidence that comes from financial stability

Our tailored approach enables those who are feeling stuck with their finances to get organized, set clear goals, and start making more progress towards their savings, debt and investing goals.
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Start making more progress towards your financial goals

It can feel overwhelming to feel stuck with your finances and not knowing how to start moving forward:
 
  • What's the best approach to tackling my debt?
  • Which financial goals should I prioritize first?
  • How much should I aim to be saving each month?
  • How much should I be saving for retirement?
  • When and how do I get started investing?

We will help you come up with a customized game plan for your financial goals and provide you a hands-on approach to implementing a simple budgeting system that enables you to make more progress towards your financial goals

What we cover

+ Goal setting

We guide you through identifying and clarifying your own financial goals with clear timeframes and help you develop an actionable plan to achieve them.

+ Budgeting

Creating a budget is easy. Sticking to one is much harder. We will teach you the tools and system that will make it simple and easy to stick to your budget, enabling you to make the progress towards your goals that you want.

+ Debt elimination

Having debt can be stressful and overwhelming. We will help you segment which debts are a top priority to pay down now, and share with you the methods to help you make rapid progress.

+ Saving

Whether you are saving for an emergency fund, home down payment, wedding, travel or something else, we can help you map out which ones to prioritize and stay organized with your multiple savings goals.

+ Retirement

Find out what to be aiming for for your own retirement goals. Identify how much to be contributing, if you are currently on track, and if not, what adjustments to make to get on track.

+ Investing

Learn the key terminology and principles of successful investing and simple options for how to get started. Learn how much to aim to be investing, and what investment accounts to be prioritizing.

"Since working with Jimmy I feel more confident surrounding my finances. He has helped me create a budget that works for my lifestyle as well as helped me create long term saving goals. I've put these into action immediately and already see a difference!"
Mia-Collins
Mia Collins

Initial Planning Pricing

Financial Strategy Session

$199

1 Financial Coaching Session

If you already have a budget and save on a regular basis, but need help prioritizing multiple financial goals and developing a clear plan to achieve those goals—this coaching session is for you!

In this coaching session we will:
 
  • Review your current financial situation and goals
  • Identify challenges and pain points associated with achieving your goals
  • Map out a personalized action plan to balance your savings, debt, retirement, and investing goals

  • Provide access to the Money Warrior Financial Workbook (a collection of financial calculators, budgeting tool, and goal organizer)

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3 Month Cashflow Program

$499

3 Financial Coaching Sessions
If you struggle creating and sticking to a monthly budget, paying down debt, saving for the future, or prioritizing multiple financial goals—this series of coaching sessions is for you!
 
In these coaching sessions we will:
 
  • Review your current financial situation and goals

  • Identify challenges and pain points associated with achieving your goals

  • Create a customized budget that suits your needs and goals
  • Share methods and strategies for sticking to your budget and organizing your finances
  • Map out a personalized action plan to balance your savings, debt, retirement, and investing goals
  • Give access to the Money Warrior Financial Workbook (a collection of financial calculators, budgeting tool, and goal organizer)

  • Provide 3 months of email support for additional questions plus scheduled checkpoints to encourage accountability and progress

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Ongoing Coaching Pricing

Quarterly

Strategy Sessions

$149/session

Prioritize accountability and action

Having semi-regular meetings provides you with more accountability and motivation to stay the course. Clients who meet regularly stay the course and make far more progress towards their savings, debt, and investing goals.

**Recommended if have credit card debt or building 3 - 6 month emergency fund**

  • Celebrate wins and accomplishments from last 3 months
  • Identify challenges and areas to improve on
  • Track progress towards your goals

  • Reassess your plan and adjust for any changes

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Semi-Annual Strategy Sessions

$179/session

Prioritize strategy and course adjustments
Life happens and things can easily change with our life and financial goals. In this package we focus on making adjustments to your plan based on changes to finances, life circumstances, or goals.
 
Recommended if great at budgeting and saving already
 
  • Measure and track progress

  • Identify changes to your financial circumstances or goals

  • Reassess and adjust your financial plan as needed
  • Map out next steps and actions to take
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Ad-hoc

Strategy Sessions

$199/session

As needed strategy sessions
Not ready to commit to ongoing financial coaching?  That's okay! Feel free to schedule strategy sessions as needed to help you get back on track, make adjustments to your plan, or discuss new financial goals/questions.
 
In these strategy sessions we will:
 
  • Assess current financial assets and cashflow

  • Strategize for new financial goals and questions

  • Create a custom cashflow plan to achieve goals
  • Map out next steps and actions to take
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