Individual Financial Coaching

Looking for some individual support with your personal finances? Together, we’ll build the foundation to make your financial goals a reality.

 

Imagine if…

  • You don’t feel guilty about spending money because you have a plan that works

  • You’re consistently increasing your income

  • You feel empowered by your money instead of restricted by it

  • You have a plan for your money that is centered around YOU (not the one-size-fits-all approach you’ve tried before)

You CAN…

Save money, pay off debt, and enjoy the things you love

Experience the freedom and relief of financial security

Use money as a tool to live a life that’s in alignment with your values

Feel empowered by your personal finances

You are capable of achieving your money goals.

All you need is the right support to help you get there.

About Financial Coaching

 

What is financial coaching?

A financial coach works with clients to teach them the foundations of personal finance. Financial coaches help clients build financial literacy, healthy habits with their money, and create a plan to achieve their financial goals.

A financial coach is not a financial advisor. While financial advisors tend to work with clients specifically on investments and long-term future planning, financial coaches help clients take the first few steps towards building wealth through financial education.

 

Topics We Can Cover

  • Paying off debt

  • Budget creation

  • Automating your spending plan

  • Saving money

  • Setting financial goals

  • Financial education

  • Building positive financial habits

  • Increasing Income

No two people are alike

It’s time to ditch the one-size-fits-all approach and make a plan that works for you.

Together, we will create a personalized plan that fits your goals, values, and lifestyle.

  • Complete overview of your current finances to determine where adjustments can be made

  • A realistic, personalized budget that you actually want to stick to

  • A savings plan and actionable steps to achieve your financial goals

  • Strategies and resources to help you spend on the things that you truly value and enjoy.

  • A specific plan to increase your income in the next year

“I felt incredibly supported through this journey. I connected with Charlotte the most on ideas of how to grow my business and what kind of content I should put out. She did a great job pivoting when I had topics that were not on the agenda, that I wanted to discuss. Charlotte's secret sauce is her love for helping people. I did value the finance set up she provided me but more than anything, her kindness and supportive approach made me feel so at ease. Money is a very uncomfortable topic for me and her non judgmental approach made feel incredibly comfortable.”

Stacia E.

 

1:1 Coaching Packages

Financial Coaching Intensive

The perfect way to jump start your financial journey, refine your budget, and bring clarity to any immediate money challenges you are facing.

 

PLUS you’ll get TONS of support & accountability from me during our time together so that you implement everything and achieve your goals as quickly as possible ☺️

  • 4 (four) 60 minute 1:1 sessions to cover your biggest money questions and concerns

  • An outline of actionable steps based off of our discussions

  • Voxer support during office hours (Monday, Wednesday, and Fridays)

  • Personalized worksheets

  • A Google Drive folder so you can access worksheets, resources, materials, and a notes from our meetings at any time

Signature Program

Perfect for those looking for the highest level of support

 

This six-month signature individual financial coaching program is designed to help you uncover your relationship with money, take control of your personal finances, and feel empowered & motivated by your financial decisions.

Inside the Program:

Phase 1: We’ll do an overview of your current financial situation, identify your core values, set financial goals that reflect YOU and set action steps to achieve them.

Phase 2: Now that we’ve set the foundations for your finances, phase 2 is all about creating a plan for your money. This includes creating a budget, exploring debt repayment strategies, and establishing positive routines with your money.

Phase 3: The third part of the program is when we focus on fine-tuning your action plan. We’ll explore what has and has not worked over the last few months to create a system for your finances that reflects your strengths, values, goals, and lifestyle.

Phase 4: It’s time to switch from thinking about your money short term, and learn to look ahead with your finances. This is when you’ll see the big picture of your money and see the progress and transformation in your financial life.

What’s Included:

  • 6 months of support

  • 14 individual calls with Charlotte via Zoom

  • Personalized Financial Worksheets & Templates

  • Specialized topic sessions on topics like budgeting, debt repayment, setting financial goals, planning for future expenses, and so much more!

  • Access to the Wealth Building Bootcamp Curriculum

  • Continued future access to supplemental financial education modules

  • A Google Drive folder so you can access program materials, resources, and meeting notes at any time

  • Monday-Friday Voxer Support for the entirety of the program (a LOT of the work happens outside of our calls, and I’m here for support whenever you need it)

  • Someone to hold you accountable and cheer you on (me!!!)

Meet your new Financial Coach

Hi, I’m Charlotte, and I’m a financial coach that knows exactly what it feels like to feel overwhelmed, confused, and frustrated about money.

In the last three years, I’ve increased my net worth by $50,737, built a fully funded emergency fund, invested in my financial future, traveled, took my weekly trip to Starbucks, grew a multi-five-figure financial literacy business, and still enjoyed date nights and guilt-free splurges at my favorite stores.

But, let me tell you, this wasn’t always the case.

At the end of my undergraduate degree, I realized I was in over $78,511 of debt between student loans, auto loans, and credit card debt. I felt completely frozen with fear about how I was going to pay back what I owed as a freelance musician.

Instead of wallowing in my misery, I decided to take action, gain control over my money, and change the direction of my life. Today, I have the freedom to make choices that align with my values and goals instead of my debt.

I’ve transformed my life, and I believe you can too.

It’s time to take the next step, invest in yourself, and start living a thriving life.