A comprehensive course covering major areas of personal finance. One can expect to learn about Credit Management, Budgeting Strategies, Debt Elimination, Handling Delinquency & Collections, Saving/Investment Basics, & Evaluating Insurance Needs (all mini-course subjects) in a self-paced program consisting of 15 coaching sessions and supplemental material/resources to aid progress. We'll dig into the roots, build a firm foundation, and set you up for financial success!
It all begins somewhere. We first look at internal factors related to your situation. We'll discuss your relationship with money, finances, and other topics to determine a starting point. What are your goals and what does financial freedom mean to you? This helps to uncover the major pain points and determine how we can systematically address them.
Here is where we examine the external situation and break down the numbers. This can be difficult for many. But don't worry! We'll take a deep dive into the figures and sort out the details. During this phase, we can determine where you are, where you want to go, and how we're going to get you there based on actual data. Once we have all the X's and O's - we can develop a gameplan tailored specifically to your needs.
Once we have a gameplan - we need to put it into action! The goal is to match your goals with action steps. To make it as simple as possible, we're going to work toward automating much of the process so you spend less time on repetitive, tedious tasks and more time on the things you love to do! This is where you'll really begin to feel things coming together. Once we implement your custom strategy, you'll be feeling much more confident and secure about your financial future.
You're now confident and in control. Your money is going where you want it and it's working for you. Now it's time for you to decide how to live your best life! What was it you said you would do if you didn't have to stress so much over money? Let's start planning! You've earned it! Don't forget that things change with time. Remember to set up period check-ups to reevaluate your position, your accounts, your portfolios etc.
Individual Courses on Specific Topics. Each mini-course consists of 3 coaching sessions which include related resources & materials.
Your credit score has a lot to do with your purchasing power and can affect your ability to rent, buy, borrow and can even affect whether you qualify for certain employment opportunities. It's not only important to understand how it works but also how to build and manage it. This course will help you understand credit, how to monitor your reports, how your credit is used by lenders, and more.
You need to know where your money is going. Having a plan will not only reduce stress but give you a better sense of your overall stability and progress toward money goals. Being overwhelmed with debt can affect your mental, emotional, and physical health - which can carry over into your relationships as well. We'll explore several strategies for budgeting and getting rid of 'bad debt', and touch on situations where not all debt is bad.
Life happens. There may be times you are forced to make difficult decisions when it comes to your finances. Understanding your options is key to preserving what's important to you and avoiding being taken advantage of when you're most vulnerable. In this course, we cover how to handle past-due accounts, debt collectors, your rights as a consumer, and how to right the ship when you are forced to weather a storm.
Everyone has dreams. The days of stuffing money in the mattress are long gone. Whether it's saving for a big purchase, setting yourself up for retirement, or helping the kids prepare for college - being able to save and invest for the future is vitally important to any plan. Many people find this topic intimidating, but it can be very simple. Just knowing the basics is enough to be more confident about your future.
Simply put: you need insurance in some capacity. Determining your needs depends on your stage of life, your living situation, and a number of other factors. Planning for the worst is not pleasant, but adequate coverage will protect you and the ones you care about in the event of an injury, illness, or loss. There is certainly no shortage of options available when shopping plans. This course will help you understand your needs and gain peace of mind knowing you're prepared and protected.
Individual sessions can be remote or in-person
By appointment. A focus session for a specific topic or need.
By appointment. These are continued coaching sessions for those who have completed the Get R.E.A.L. program The coaching relationship does not have to end at the end of the course!
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