Foundational Financial Coaching

Consultation to understand financial habits, cultural obligations, and specific challenges related to budgeting, saving, and debt while incorporating cultural responsibilities like taking care of the extended family

Budget & Financial Action Planner Creation: Develop a customized budget and action plan tailored to your financial goals and cultural obligations.

Step-by-Step Worksheets: Practical worksheets that guide you through essential financial steps, setting a solid financial foundation for budgeting

Two 1:1 Personalized Coaching Sessions: Benefit from two 1-hour one-on-one coaching sessions tailored to creating a realistic budget.

Cultural and Family Financial Integration: Strategies for balancing cultural and family expectations with personal financial goals.

Email Support: Stay connected with ongoing email support to address questions, provide guidance, and address challenges between sessions.

Comprehensive Financial Planning

Everything in the Basic Package

Five 1:1 Personalized Coaching Sessions: In-depth five 1-hour one-on-one coaching sessions to develop and define budgeting strategies, increase savings, and implement debt elimination strategies

Diagnosis, Goal Prioritization & Financial Action Planner: Analyze spending habits and debt levels, prioritize financial goals, and develop an action plan that incorporates individual and family goals and addresses cross-cultural challenges.

Debt Prioritization Strategy: Develop a plan to pay off debt while managing other financial responsibilities

Advanced Savings Strategies: Guidance on automating and maximizing savings for specific goals, including retirement and major life events.

Budget Optimization: Tailored advice on how to adjust budgets to increase savings and accelerate debt repayment.

Progress Tracking & Re-Planning: Regular tracking of your financial progress with adjustments and re-planning as needed to stay on course.

Accelerated Wealth Building

Everything in the Premium Package

Eight 1:1 Personalized Coaching Sessions: Accelerate your progress with eight 1-hour sessions of personalized financial coaching.

Debt Elimination Strategy: Tailored plan to eliminate debt quickly, including high-interest loans, credit card debt, and other liabilities.

Credit Improvement Strategy: Guidance on improving credit scores as debt is reduced, leading to better financial opportunities.

Savings & Wealth-Building Plan: Develop a savings plan that not only covers emergencies but also sets the foundation for wealth-building.

Retirement Planning: A comprehensive retirement plan that aligns with your long-term financial goals.

Tracking of Financial Progress & Re-Planning: Detailed tracking and ongoing re-planning to ensure sustained financial success.

Access to Personal Finance Lessons: Exclusive access to additional lessons on personal finance topics to further enhance your financial literacy.