Services

1-on-1 Coaching: Epiphany session

The Epiphany Session is a one-time virtual meeting with your personal financial coach. We use this time to talk through your vision of financial freedom, your money fears/desires, & then set goals.

The Epiphany Session is for both Individuals/Couples &

Small Business Owners!

Our budget process is quite different & plus it WORKS! We define your life goals and use that as a guide for your financial plan. We also analyze how you spend your money & how you want your money to work for you in the future. (Your input is valuable & we together create a plan that you can live without having to sacrifice everything)

We design a plan to maximize your chance of Financial Success!

What's Included in your Epiphany Session

Learn how to: strategize your personal finances to fit your needs and wants, create a spending plan, save with a purpose, pay off debt, & just maximize your life in general with your finances.

Personalized Budget that's tailor specifically for you & not to mention you contributed every step of the way!

Actionable steps to show you the next steps to take to even improve your finance situation!

Businesses - you get everything above from both a business and personal standpoint! Let's face it when you're in business its vital to separate personal & business.

Here is our company Epiphany Session Terms & Conditions.

For Corporate or Workshops Opportunities, please contact the office.

4 Easy Steps to start your session!

Individuals/Couples

Solopreneurs /Small Business

(*Note: This is for individuals or couples.*)

Step#1 - Click button below to schedule

Step #2 - You will complete & share your prep work (your prep work plus detailed instructions will be provided via email once you book your session)

Step #3 - Prior to the meeting, your financial coach will review your prep work & strategize some possible options before the session (don't worry you will have say-so throughout the planning. We just want to think of ways to better suit you prior to meeting)

Step #4 - The Epiphany Session is in Session! Session consists of: reviewing & finalizing your plan, addressing any questions/concerns, & discuss next steps!

Individuals/Couples Session = only $249 for 90 minutes

Book Epiphany Session (personal)

Solopreneurs /Small Business

(*Note: You receive both personal & business plans*)

Step #1 - Click button below to schedule

Step #2 - You will complete & share your prep work (your prep work plus detailed instructions will be provided via email once you book your session)

Step #3 - Prior to the meeting, your financial coach will review your prep work & strategize some possible options before the session (don't worry you will have say-so throughout the planning. We just want to think of ways to better suit you prior to meeting)

Step #4 -The Epiphany Session is in Session! Session consists of: reviewing & finalizing your plan, addressing any questions/concerns, & discuss next steps!

Small Business Session = only $349 for 2 hours

Book Epiphany Session (Business)!

More About Epiphany Session

1-on-1 Coaching: Epiphany session

4 Easy Steps to start your session!

Individuals/Couples

Solopreneurs /Small Business

Solopreneurs /Small Business

Solopreneurs /Small Business

Solopreneurs /Small Business

Solopreneurs /Small Business

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