A 6-week coaching program designed to help the Client gain clarity, build a Money Map, understand spending patterns, and implement foundational systems.
This reset starts May 30th, 2026.
Six 60-minute coaching sessions (weekly)
Personalized Money Map
Worksheets & tools (Money Map, Sneaky Subscription Tracker, Emergency Fund Estimator)
Email support between sessions (48-hour response window)
Provide personalized financial coaching and education
Maintain confidentiality
Offer tools, reflections, and action steps
Support Client’s goals and growth
Attend scheduled sessions
Complete pre-work and assignments
Communicate openly and honestly
Take responsibility for decisions and results
R – Reduce the Overwhelm
Calm the chaos and take a clear, honest look at where things stand.
E – Evaluate Your Numbers
Know exactly what’s coming in, what’s going out, and what you owe.
L – Locate the Leaks
Identify where money is slipping away without adding real value.
I – Implement a Plan
Create a simple, values-based Money Map (Essentials, Joy, Future).
E – Eliminate Debt Strategically
Build momentum and confidence by tackling debt with intention.
F – Focus on Your Future
Shift from just surviving… to building savings, security, and legacy.
What's Included:
4-Part Money Map System with the PLAN Framework
6 Weekly Coaching Calls
Group Coaching Format
Digital Workbook + Templates
Orientation Call
Bonus:
The Bank Statement Decoder
Rescheduling + Cancellations: 24-hour notice required to reschedule. No-shows count as used sessions