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Because no two people are the same, it is important to develop a strategy that fits your individual needs in a manner that best suits you and your schedule. Therefore, we offer different paths of coaching.
One on One Coaching:
Choose this option if you need firm accountability, consistent personalized instruction, or your financial situation has been too complicated to handle all on your own so far. You will find freedom at our first session with a solid plan you can use right away.
What to expect:
1. 6 months of financial coaching and advice face to face or over the phone.
2. 1st session is 2 hours and each additional meeting is 1 hour.
3. Monthly budget updates.
4. Debt reduction plan.
5. Monthly cash flow plan.
6. Annual budget, savings forecast, and non-monthly budget where appropriate.
Tailored TeleCoaching:
If you love to talk and enjoy a group dynamic then this is the right fit for you!
What to expect:
1. Six 1-hour meetings scheduled every other week.
2. Homework each week that is expected to be complete prior to the next session.
3. Group participation with up to 9 other people and your financial coach.
4. Completion of a working budget, cash flow plan, and debt reduction strategy.
Seminars, Lunch-n-Learn and Special Engagements
Tailor-made for your group/organization, seminars can be from one hour to half-day and the range of topics can vary to suit the needs of your group. Call (480) 200-2516 today to schedule a dynamic, life-changing money-management seminar which will inspire, motivate and educate any audience!
Budgeting Business Mentorship
This is a group that is dedicated to those individuals that are interested in becoming a financial coach. Each month perspective coaches participate in a conference call. The purpose of the call is to have an open forum to ask specific questions about the business and how to get started. All calls are recorded and available for download. The first call is free, after that, the investment is $30 per attendance.
Disclaimer
These budgeting services are not a guarantee of successful goal achievement. Many of the ideas and solutions presented by Tailor-Made Budgets are recommendations and supportive coaching advice to help create positive decision-making in personal finances. Achieving financial change in each situation is highly dependent upon the individual actions that must be taken as a result of having a well-defined plan.
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