LAUNCHED A BUSINESS
Successfully set up business accounts and launched their business including pricing, product offerings, marketing, networking, beta clients, and their first sale
TACKLED PAST DEBT
Paid off Credit Cards and Student Loans and made a plan to be debt free. They understand the cost of their debt vs other goals.
SAVED FOR FUTURE PURCHASE
Saved strategically to reach a short term savings goal while still paying down debt and enjoying their current day to day spending choices.
Prepared for meeting with Financial Advisors about retirement plans to show up confidently and use time effectively.
Opened an emergency fund and started saving consistently with specific goals identified. Reached goal earlier than target date
Made a confident change to spending choices to support current values.
Tracked, and then increased, Net Worth via strategic choices in saving, spending and investing.
Estimated future tax bill and saved in advance including making strategic changes to tax withholdings.
Negotiated a raise. Successfully coached client through pitching and receiving a 15% pay increase.
SOLOPRENEUR SALES TRAINING
Coached solopreneurs to grow network and move prospects into and then through the buying process and turn them into paying clients
Combined finances with partner and implemented a practice of regular healthy money conversations.
Reduced fixed monthly bills
Audited housing costs to make a confident decision to buy, refinance or pay off home.
Identify current core values to make thoughtful spending and saving choices and build up habits that support mindsets that in alignment with most important values.
Demystified credit score take action
for effective impact in influencing score in preparation of future credit checks.
Increasing Revenue Streams for Extra Income