Tate Enterprise, LLC
  • Home
  • Services
  • About
  • Testimonials
  • FAQ
  • More
    • Home
    • Services
    • About
    • Testimonials
    • FAQ
Tate Enterprise, LLC
  • Home
  • Services
  • About
  • Testimonials
  • FAQ

More About Epiphany Session

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

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

Solopreneurs /Small Business

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)!

Not sure if you're ready for 1-on-1 coaching section?

schedule a Free 15-minute Q&A Session

© 2022 Tate Enterprise, LLC. All Rights Reserved.

  • Home
  • Services
  • About
  • Testimonials
  • Contact
  • FAQ

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept