Are you a young adult who needs help fine-tuning your budget? Are you a married couple looking to plan your financial future? Are you stuck in a money-rut and need someone to show you the way out? Do you wish there was someone to assist you in setting your financial goals, and then cheering you on as you do the work to reach them? Then our financial coaching services may be exactly what you're looking for. We are passionate about helping people steward their resources wisely, and helping you to gain financial liberty by establishing a household budget, setting financial savings goals, planning ahead for your financial future, and planning and strategizing to pay off debt.
Mitch has the tools to help you in making your financial goals a reality. Our coaching sessions are conducted on a one-on-one basis using Zoom. All you have to do is follow the link to email us to set up your coaching session. You will be emailed a payment link to secure your coaching session appointment and receive your unique meeting ID link. Included with the meeting link will be a PDF download/printable budget template, financial goal planning sheet, and a notes sheet for use during your coaching session.
Whether you are looking to develop money management skills, or improve your overall financial wellbeing, Mitch can assist you in strategizing savings, or developing a plan for becoming debt-free, or setting up a budget. Focusing on building great day-to-day habits is your first step to reaching your financial goals.
Terms Of Service
Zoom calls typically conducted in evenings, or on weekends. First come, first serve basis. Due to the nature of the service, and out of respect for our family time, calls can be rescheduled, but not refunded. If for some reason you must cancel your appointment, you will receive the opportunity to reschedule your session, but all payments are final and no refunds will be given.
Each financial coaching session is 30 minutes long. For additional time or sessions, please make your requests in the email, and briefly describe your individual needs.
Cost includes initial coaching session and one follow up session approximately one month later, to check on progress, or answer any questions regarding the implementation of the plan.
PDF budget and goal setting templates will be emailed along with the zoom meeting ID link for use during the coaching session.
