EXCLUSIVE COACHING
Work with a money coach who will help you budget, optimize your savings, get out of debt and create an investment strategy to grow your money to ultimately help you reach financial freedom.
A money coach may be exactly what you need to take control of your finances
Overview
Our financial coaching services are crafted to assist clients interested in various aspects of the financial world, enabling them to gain control over their financial decisions and work toward financial independence. We are dedicated to guiding you through the process of creating a personalized financial plan that aligns with your specific goals, risk tolerance, and timeline. Our coaching services are highly adaptable to cater to your individual requirements.
An experienced financial coach will collaborate with you to design a customized financial plan, offer expert advice on financial decisions, and support you in remaining on the path to attain your financial goals.
Term
Coaching services are provided over the course of a (6) six month period.
You will see results within 30 days.
Coach Deliverables.
How your coach will help you. You will receive a customized Financial Plan to include the following:
01
Initial Financial Assessment
Conduct a comprehensive assessment of your current financial situation, including income, expenses, debts, assets, and financial goals.
02
Personalized Budget
Create a detailed monthly budget tailored to your income and expenses, ensuring that it aligns with your financial goals and priorities.
03
Savings Plan
Develop a savings strategy that includes setting specific savings goals, establishing an emergency fund, and identifying suitable savings vehicles such as a High Yield Savings account.
04
Investment Strategy
Assist in creating an investment plan that matches your risk tolerance, time horizon, and financial goals. This may involve asset allocation and investment vehicle recommendations such as 401K, Roth IRA, 529, HSA etc. As well as recommendations for how to manage your current investment accounts.
During our time together we will cover the following:
- Stock market trends
- Bear market strategy
- Bull market strategy
- Investing tool required to purchase stocks
- Brokerage firm selection criteria
- Vanguard brokerage firm set up
- Structure of a brokerage firm
- Types of investment accounts
- Tax advantaged accounts
- Taxable accounts
- Investment account data breakdown
- Investment account selections
- How to use an investment account
- Types of investment products
- Types of investment assets
- Stock investment selection criteria
- Stock investment hot list
- Stock investment selections
- Stock investment purchasing strategy
- Rebalancing portfolios
- Rolling over 401k and/or other retirement plans
- Maximizing savings for investing
- Tax savings for investing
- Buying stocks
- Selling stocks
- Stock withdrawal tips
- Types of stock losses & gains
- Risk tolerance and management
- Stock investment allocations
- Stock investment profit potential
05
Debt Management Plan
Provide guidance on managing and reducing existing debts, including strategies for paying down credit card balances and loans such as auto loan, student loan and mortgage.
06
Credit Score Boosting Plan
Provide guidance on best cards to open and develop strategies to raise your credit score quickly.
07
Income Enhancement Strategies
Identify opportunities for increasing your income, such as negotiating a salary raise, exploring additional income streams, or pursuing career development.
08
Educational Resources
Offer educational materials and resources to enhance your financial literacy, including articles, videos, workshops, or recommended reading materials.
09
Progress Check-Ins
Periodic meetings to review your financial progress, adjust the budget and savings plan as needed, and address any questions or concerns.
Your Deliverables.
What we need from you.
01
Insight Into Finances
In order to improve your money, we need to see where you are at with your money. Rest assured, everything is confidential!
02
Tasks As Outlined Per The Plan
As your plan is created there will be certain tasks you'll need to complete.
Not to worry, we will be there to help you every step of the way.
03
Commitment
Our coaching only works, if you commit to it. Get on the money train and hold on!
04
Referrals (optional)
Refer your friends and family and get $100 if they sign up to work with one of our money coaches! Easy way to get a new stream of money, but totally optional.
Timing
We know everyone is starting this money journey from different places, but our coaching is set up with flexibility in mind. Although you can go at your own pace, to see results faster here is the proposed timeline:
Discovery
Assess your current financial situation and help you determine your financial goals
2 weeks
Financial Plan & Strategy Development
Develop a personalized financial plan and strategy
4 weeks
Implementation
Begin executing the strategies based on the plan
3 weeks
Monitoring
Track the performance of your financial implementation
3 weeks
Coaching
Access to our community to continue to work with your money coach to elevate your finances and get the help you need as your financial plan is in action.
3 months
Team
Shani
Executive Coach
Shara
Senior Coach
Shadé
Senior Coach
+ Many more amazing humans to support you on your journey!
The Numbers Speak For Themselves
42% Returns
Screenshot is from Shani's account on Jan 1, 2024
In 2023 our stock portfolio generated 42% returns, using the same strategy you will receive. Imagine turning your savings into an income generating machine that grows almost double!
5-Figure Monthly Returns
Screenshot is from Shani's account on Feb 7, 2024
Our investments consistently make 5-figure returns monthly, allowing us to live off our investments! Imagine having passive income that can fund your lifestyle without having to ever work again!
Plans for all levels
We know everyone is starting this money journey from different places. Whether you have a full savings or haven’t saved a dime, there’s a monthly plan for you.
Each plan is outfitted with coaches who have years of experience developing budgets, building investment plans, and perfecting money strategies that’ll have you seeing the money growth you want.
All plans are 6 months of coaching, it's just the payment time frames vary.
Starting
Blocks
Whether you’ve made money moves or are starting for the first time, this plan is built for people who want to ease into the money waters. Payments are low and across 12 months.
- Personalized Budget
- Savings Plan
- Investment Strategy
- Debt Management Plan
- Credit Boosting Plan
- Income Enhancement Strategy
- Educational Resources
- Progress Check-Ins
- Supportive Community
Fast track to $10K savingsExtra 1:1 Session with Executive Coach
$150/month
for 12 months
Total: $1,800
By joining you agree to our terms and privacy policies
Pace
Setter
Handle money well but looking for something more challenging? This plan will elevate you quicker. Payments are affordable but for shorter duration of 6 months.
- Personalized Budget
- Savings Plan
- Investment Strategy
- Debt Management Plan
- Credit Boosting Plan
- Income Enhancement Strategy
- Educational Resources
- Progress Check-Ins
- Supportive Community
- Fast track to $10K savings
Extra 1:1 Session with Executive Coach
$275/month
for 6 months
Total: $1,650
By joining you agree to our terms and privacy policies
Full
Sprint
This plan is no joke. This plan is fit for the dream chaser who is ready to make big money fast. With more personalized coaching payment is just one time and that's it.
- Personalized Budget
- Savings Plan
- Investment Strategy
- Debt Management Plan
- Credit Boosting Plan
- Income Enhancement Strategy
- Educational Resources
- Progress Check-Ins
- Supportive Community
- Fast track to $10K savings
- Extra 1:1 Session with Executive Coach
$1,500
one time
Total: $1,500
By joining you agree to our terms and privacy policies
“After 53 years on this earth, never in my life have I been taught the things Shani taught me. Shani walked me through buying my first investment and within seconds I made money. I was blown away. Money Bootcamp has changed my life for forever!""
- Tamica Williams
CONTACT US
You have questions.
We have answers.
If you are ready to work with a money coach simply, choose a plan and click on the button above to sign up. But if you have more questions, book a free consultation today to see if our Financial Coaching is a good fit for you.