Financial Wellness StartUp
Achieve your financial goals with personalized online coaching
Service Description
The Financial Wellness Starter Blueprint is a comprehensive 90-day coaching program designed to help you take full control of your finances, develop healthier money habits, and finally build a clear path toward long-term financial stability. This isn’t a cookie-cutter budget template or a boring online course that leaves you with more questions than answers. This is a hands-on, 1:1 coaching experience built specifically for individuals and families who are ready to do the work, stop surviving, and start thriving. Through personalized weekly sessions, actionable financial plans, and tailored accountability, we’ll walk step-by-step through transforming how you manage, grow, and relate to your money. Here's what's included: ✅ 1:1 Personalized Financial Coaching – You’ll receive customized support that aligns with your lifestyle, goals, and income. No generic advice—everything is tailored to YOU. ✅ Complete Budget & Debt Strategy – Together, we’ll create a sustainable budget that reflects your priorities and a realistic plan to reduce and eliminate debt without deprivation. ✅ Clarity & Financial Goal Setting – We’ll assess your full financial picture so you’re no longer operating in the dark. You’ll define clear goals with a measurable action plan to get there. ✅ Spending & Savings Strategy – From emergency funds to intentional spending, we’ll help you build a system that balances your responsibilities and future dreams. ✅ Weekly Accountability Check-Ins – Stay motivated and on track with regular virtual sessions to troubleshoot challenges, adjust plans, and celebrate wins. ✅ Financial Education & Habit Building – Learn the foundations of personal finance in a way that’s simple and empowering. We’ll help you develop lasting habits to manage money confidently.
Booking Policy
This policy outlines the terms of service, expectations, and procedures related to the program. By enrolling in this service, you agree to the following terms: 1. Service Scope This program provides financial education, guidance, and tools to support personal finance wellness. It includes: A digital financial wellness kit (budget templates, trackers, and goal sheets) One-on-one strategy sessions Customized financial plans (budgeting, debt reduction, savings strategies) Optional accountability check-ins Access to resource libraries Email/text support during the program period Note: This service does not include tax, legal, or investment advice. 2. Eligibility Clients must be 18 years or older and able to make financial decisions independently. This program is best suited for individuals committed to improving their personal finances. 3. Payment Terms Payment is due in full before the program begins unless a payment plan is arranged. Accepted forms: debit/credit card, PayPal, or bank transfer. Payment plans (if offered) must be honored to maintain access to services. 4. Refund Policy Due to the nature of digital resources and coaching time, all payments are non-refundable once the service begins. If you are unable to complete the program, you may request to reschedule sessions or pause your plan for up to 30 days. 5. Scheduling & Rescheduling Strategy calls and check-ins must be scheduled via our booking system. You may reschedule with at least 24 hours' notice. No-shows or late cancellations (less than 24 hours) may result in forfeited sessions. 6. Client Responsibility You agree to: Participate fully and complete any assigned prep work Provide accurate financial information Maintain confidentiality and integrity throughout the process Understand that results depend on your commitment and follow-through 7. Confidentiality All information shared during sessions is strictly confidential and will not be shared without your written consent, except as required by law. 8. Communication Policy Email and text support is available during business hours (Mon–Fri, 9AM–5PM CST). Please allow up to 24–48 hours for responses. Coaching support is limited to the program duration unless otherwise stated. 9. Disclaimer This program is for educational and informational purposes only. I am not a licensed financial advisor, CPA, or attorney. You are responsible for your financial decisions