coffee cup, laptop and notebook

"CAN DO" Financial Coaching

Let us show you how to gain financial freedom and success with all of your money.

Let us help you make the best financial decisions for yourself so that it will work for your life!

 

At Savvy Financial Habits, we provide a customized coaching experience tailored just for you. Whether you want out of debt, saving for retirement or building wealth--we'll be there every step of the way by showing you smart ways to build lasting financial habits around what matters most to you!

Gain clarity on your finances.

Get control of your money.

Prioritize what matters most.

Make the right money decisions.

Set and achieve goals.

Reduce financial risk.

Change certain financial behaviors.

Learn new habits to get out of debt & create wealth.

You "CAN DO" this.  Let's get started.

 

"CAN DO" Financial Coaching Engagement Includes:

Coaching Meetings

We will meet weekly or monthly depending on length of program.  We will cover your financial strategy, goals, priorities and plan of concrete actions to be accomplished each month.

Debt & Credit Plan

We will develop an overall debt elimination plan.  

We will focus on how to properly manage 

good versus bad debt and outline strategies to be used while improving your credit rating.. 

Assessment

We will assess your money behaviors along with reviewing current spending habits. This helps inform the right habits to put into practice to improve your relationship with money

Roadmap & Actions

We will build a comprehensive and detailed roadmap of actions to be taken.  The roadmap will cover cashflow, emergency funding, debt elimination, savings goals, retirement funding, risk/insurance and net worth growth strategies.

Spending Plan Strategy

We will teach you a better way to create a monthly spending plan (budget) and be able to stick to it..   The focus is to create a realistic spending plan that fits your life that you can live with and feel good about.

Support & Advocacy

We will serve as your financial confidant and advocate. In between meetings, we will provide unlimited email support and adhoc calls as needed to answer any question regarding your finances. No matter the topic, we are here to help you.

"CAN DO" Financial Coaching

Archery Bow & Arrow

12-Month Financial Coaching 

This 12-month subscription is designed for those who are serious and ready to put into practice better financial habits through managing their money in a more intentional way throughout the year. Get ready to get to work on changing your financial life, path, and habits.

Includes:

  • 2-hour financial deep-dive session

  • Money script/belief assessments

  • 12 - Monthly 1-hour work session 

  • Monthly accountability calls / check-ins between sessions

  • Unlimited email / text support

  • Adhoc calls as necessary

Reviewing financials

6-Month Foundation Coaching

This six-month subscription is designed for those ready to build the necessary financial foundation, skills and practices to be more proactive with their money.

Includes:

  • 2-hour financial deep-dive session

  • Money script/belief assessments

  • 6 - Monthly 1-hour work session

  • Monthly accountability calls / check-ins between sessions

  • Unlimited email / text support

Cloud as Change in sky

90 Days to CHANGE

This "intense" 90 day plan is for those who are ready to take back serious control of their money and only want a short-term engagement that drives maximum impact for their financial life.

Includes:

  • Month 1:  2-hour financial deep dive & 1 working session

  • Month 2:  Bi-weekly 1-hour sessions

  • Month 3: Bi-weekly 1-hour sessions

  • Homework assigned each week

  • Blueprint for financial change by end 90 days to be prioritized and ready to be executed for the year ahead.

  • Unlimited email / text support & adhoc calls during the 90 days.

Telephone

Coaching on Demand

Coaching on Demand is like having your very own CFO or financial confidant on call.

Coaching on Demand provides you a 20 - 30 minute call each month where you can ask ANY money related question/scenario to get guidance on.

 

Coaching on Demand provides you monthly financial guidance, support, and accountability as a lower cost option.