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.

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 savings
  • Extra 1:1 Session with Executive Coach

$150/month

for 12 months

Total: $1,800

FLEXIBLE

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.

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