Services
It's time to Commit to your financial stability
Lets get coffee
I'm all about working one-on-one. Let's do a FREE consultation so you can see what the Financial Stability Experience would really be like for YOU.
I really enjoy helping people get a personalized plan together, no cookie cutter nonsense where you get told the same thing as everyone else. Everybody's situation is different, and you deserve a financial plan that is built around YOUR priorities.
I promise, a 30-minute meeting or phone call and you'll be excited about your plan!
Financial Stability 101 Virtual Course
In this 4-week course you will build yourself a financial system based on accuracy and adaptability. You'll find that this budget can grow with you through changing jobs, new family members, and even moving to a new city or country. That's because the FSE budget system is designed to last forever.
Learn how to create a budget based on your actual spending
Learn how to adjust and maintain your budget on a per-paycheck basis
Learn how to prioritize and incorporate your goals into your financial system
Learn how credit scores work and how you can improve yours
This course will meet LIVE over Zoom, one day per week for four weeks. Each class will last one hour, with 30 minutes of office hours following each class.
Students must have access to a computer to complete the course, a phone will not be sufficient to complete the tasks.
Students must have access to their bank accounts on their computers to pull transaction history for the spending tracker.
Financial Stability Experience Full Program
If you are committed to making a drastic changes in your financial situation in a short period of time, this is for you! During the four-month program, you will:
Start with a 90-minute session building your budget and setting your goals
Receive one-on-one coaching calls every payday throughout the program
Maintain your personalized budget and learn to adjust for unexpected income and expenses
Implement a debt repayment plan (if applicable) and learn how to compare your options
Set specific savings goals and create a timeline for each one
Learn about your retirement plan and how you can optimize your holdings for better returns
Get comfortable making financial decisions throughout every aspect of your life!
When you book today, you'll schedule your first appointment and then receive access to the booking link for all subsequent sessions!
Continued Coaching
As a graduate of FSE's Full Program, you will have all the tools you need to make your financial decisions with confidence, but some clients find that they have additional items they would like to discuss, or simply prefer to continue the accountability aspect of the program.
Continued coaching encompasses any additional services FSE graduates may require.
We will continue to meet in congruence with your paychecks, ensuring your budget stays on track and you're able to adjust for any unforeseen items.
You may email or text me any time a financial emergency comes up and I can help you ensure that your budget will be able to cover it and you have a plan to keep your goals on track.
We will continually update your financial goals timelines so that any changes in your cashflow allow you to see the impact in a simple, visual way.
Many clients find that continuing coaching throughout their debt repayment plan is essential to their success and they achieve their goals much faster than we even anticipated at the beginning of coaching.
Financial Coaching Terms
Build Your Budget
We will create a working budget based on your current patterns and detail your next steps. By the end of your first session, you'll be able to see where your money is going and where you can make changes so your money can serve you better!
Budget Maintenance
During our sessions we will be adjusting for unexpected expenses, and making sure you are able to meet your goals. We will review your spending compared to what we planned and make any necessary changes so your budget works better for you.
Debt Repayment Plan
We will create a detailed plan with all financial details of each debt, including minimum payments, interest rates, current and proposed timelines, total amount to be paid. Then, as we work with your budget, we can see the timeline for debt repayment and how much interest you'll save by sticking to your plan!
Optimize your retirement plan
We will go over the details of your retirement plan, whatever that may be. I will teach you what questions to ask your HR representative or retirement account holding bank, what the answers mean, and how different options will affect the future of your portfolio. I want to leave you with an education you can use forever.
What to bring
- Google account for shared Google Sheet (click here to log in)
- Bank statements or bank account log-in information*
- Recent paycheck if possible
- * I will not ask for your bank account username or password! It's only necessary for you to have this information so you can view your recent transactions
We can meet however you like!
I currently live near Catania, Italy. If you live near the base, we can meet at my home, your home, or any cafe or library you are comfortable with. If you live in the states, or if virtual meetings are simply more convenient for you, I am also available to meet via Skype, Zoom, Facebook messenger, and regular phone calls. If you would like to meet another way, I am open to it!