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3-Month Coaching Package
RECOMMENDED
for individuals and couples
$598
Experience shows that it takes 90 days to really nail down your budget. That’s why I recommend signing up for the 3-Month Coaching Package. This is a program that includes 4 one-hour zoom or in-person coaching sessions, booked 4 weeks apart. During these sessions, we’ll take a deep dive into your financial journey and jump start your money success. We’ll define your dreams and goals and identify steps needed to turn those dreams into reality.
Our goal for this package is for you to walk away with a detailed action plan. You’ll be on a proven path to achieving your financial goals!
The first step is to schedule a free phone call with me. We’ll chat for 15 minutes about your current situation, you’ll get to ask any questions that you might have, and we’ll see if working together would be a good fit.
What you will get:
3 months of access to me via email for encouragement, motivation, and accountability.
A budget tailored to your needs that includes numbers you can live with. If something is important to you, we work it into the budget!
A step-by-step plan that takes the guesswork out of managing your money. You’ll be spending intentionally, saving with a purpose, paying off debts, and maximizing your income.
A savings strategy that will have you feeling ready to tackle what life throws at you, but also includes a few fun indulgences.
A plan for your debt with the payoff strategy that’s best for you and a goal date for reaching your financial freedom.
“In the few months that I worked with her, I paid off 60% of my total debt. I believe that she and her teachings are still having a net positive affect on my life. She helped organize my finances and change my behavior and mindset, which is the most difficult aspect of attaining financial independence.”
—JENNIFER, Creative Director
California
Introduction to Coaching
for individuals and couples
$249
If you are unsure about committing 3 months to coaching, the Introduction to Coaching package is for you! The package includes one 90 minute zoom or in-person coaching session. During the session, we’ll take a look at your financial snapshot and begin working on a tailored budget. We’ll talk about where you currently stand and what steps might be necessary to get to where you want to be. I will be available throughout the next 4 weeks via email to answer questions and offer accountability, and encouragement.
Our goal for this package is for you to walk away with the tools you need to continue building and tailoring your own budget, and with a vision of what your life could look like as you boldly move towards your dreams.
If you are satisfied with the Introduction to Coaching, and want to continue the program, you can convert to the 3-Month package by paying the difference ($349) and completing the additional 8 weeks of coaching.
The first step is to schedule a free phone call with me. We’ll chat for 15 minutes about your needs, you’ll get to ask any questions that you might have, and we’ll see if working together would be a good fit.
“With her professionalism, effective communication and kindness, she will not only do the job, but also go above and beyond for you.”
— CHRISTOPHER, Teacher
Texas
Continuing Coaching
For those that have completed the 3-Month Coaching Package
149/ month
After completing the 3-Month Coaching Package, you can book additional months of coaching for $149/month. Each additional month will include a one-hour zoom or in-person coaching session, and I will be available via email throughout the month to provide guidance, encouragement, motivation, and accountability. If you need to celebrate, I celebrate with you. If you hit a roadblock, we work together to figure out a way around it. If you’re feeling stuck or unmotivated, we revisit your dreams/goals and get you moving again!
You can schedule a session anytime you are needing to make a big financial decision and want a financial guide through the process. Some reasons may be to: Buy a house or a car, plan needed repairs for the house, or paying off an unexpected emergency that was more than the amount in your emergency fund. If you are doing well, you might need some encouragement to spend some of your hard earned money on things you really want and have saved for! I’m happy to walk with you through any of it.
Additional Coaching Services
Small Group
small group meetings lasting 8 weeks
$100
less than $13 a session
Courtney's Corner is a small group of 8-10 women from across the country who meet weekly on zoom. During this time, I facilitate a discussion that takes us on a deeper dive into the habits of spending from a woman’s perspective. The women in these groups have often commented that they didn’t quite have the words to describe their experience until they heard another woman share hers.
During these 8 weeks, most women are able to see a major shift in their financial situation due to paying off debt and increasing their monthly cash flow due to the insight, support, camaraderie, motivation, as well as new friendships. That is the beauty of participating in this unique group!
At the beginning of the 8 weeks, you will all receive a complimentary book by Rachel Cruz Love Your Life, Not Theirs.
If you have taken the FPU Class or are thinking of taking it, this is the group to join because they complement each other perfectly! Feel free to join an upcoming class or contact me about doing a private one for you and your group!
Message me to see when the next group is starting.
“When she led the book club I attended, she allowed space for myself and the other ladies to ask
questions, learn new things, and gain confidence in ourselves. The format she used to break
down each section made it easy to incorporate our individual stories, and still leave each
meeting with a game plan to be better. The relational connection she puts forward to build is
real.”
-ASTRIK, LMFT
Washington
Group Workshop
For teens and young adults, business groups, church groups, etc.
$199
I can be booked for an amazing one-hour, live presentation for groups of up to 50. These sessions are not only perfect for teens and young adults just starting out in life, but anyone can benefit from sound financial education.
We’ll cover topics such as - basic budgeting skills, how much should I be investing, how should I be insured, debt payoff plans, and how to avoid debt all together.
The first step is to schedule a free phone call with me. We’ll chat for 15 minutes about your group’s needs, you’ll get to ask any questions that you might have, and we’ll see if working together would be a good fit.
Urgent Matter and Need 1 Financial Counseling Session
60 -90 minute zoom session
$199 - $250
I can be booked for a 60 -90 minute zoom session to discuss, review, and help guide you through your current financial situation. This is the perfect option when you need 1 session to help your figure out a game plan for an immediate need.
When an urgent financial emergency pops up, you don’t always have a lot of time to plan. I will do my best to get you scheduled as quickly as I can!
The first step is to schedule a free phone call with me. We’ll chat for 5 minutes about your needs, and we’ll see if working together would be a good fit.
Message me for a faster response, if you do not see an available time and I will work you into my schedule.