Financial Formation - Personal Finance Coaching
As a minority and/or female entrepreneur, we’re often starting our businesses by leveraging our own capital, also known as bootstrapping. This service will help you get your finances in order so that you have a clearer picture of what money goes where and how much you can dedicate to your company. This service is also ideal for individuals/couples that are coming into substantial income for the first time and want to prepare for the increase in cash flow. Gain peace of mind from knowing each dollar you make has its own purpose.
What pain points does this service solve?
- If you have a hard time determining what money is allocated where
- If you have a hard time managing bills between paychecks
- If you want to better understand credit and how you can improve your credit score
- If you have a hard time sticking to a budget and need a different way of tracking money
What can I expect to happen during the delivery process?
- First Session: review the New Client Questionnaire and go through an overview of the personal finance system
- Second Session: review Personal Profit Template and create implementation strategy for personal finance system
What can I expect the final delivery to be?
A personal finance system that allows you to think less about what money you have where and ensures that it’s available when you need it.
How long does this engagement last?
3 – 5 weeks. Depends on the client’s schedule.
What do I need to have in place to help make purchasing this service successful?
1) Complete New Client Questionnaire
New Client/Engagement Link:
Complete this New Client Questionnaire before the session.
Personal Finance, Money Management, Budgeting, Bootstrapping