Financial Coaching Services
Your Journey to Financial Freedom
Our Financial Coaching Services meet you where you are at and get you where you want to go. [Regardless of income level or Net Worth.] Whether you make $40,000 or $400,000 a year – everyone has room to improve their financial strategy! Our goal is to help you identify opportunities to improve and reach your goals!
Take a Bearing
We learn where you are in your financial journey. More importantly, where you want to go!
- Learn to budget effectively
- Master your Cash Flow
- Calculate and Track your Net Wealth
- Optimize your Income and make your money work for you
Plan the Route
We map out a customized, financial strategy that is tailored to your personal lifestyle, needs, and goals.
- Create your Life Vision
- Set goals and create a savings strategy
- Map out a plan for you to get out of debt
- Work toward investing consistently and effectively
Stay the Course
Sticking to the path can be difficult. So we encourage you, keep you focused, and provide accountability to see things through.
- Learn the basics of Investing
- Master wealth building habits
- Improve your Money Mindset
- Work your strategy for Financial Independence
- And much more!
“R&D coaching is for anyone, at any point. They will meet you where you are, guide you STEP-BY-STEP, and provide so much value that you don’t ever want to graduate from coaching.”
– Autumn A.
Financial Coaching Services Unlike any Other
At R&D Financial Coaching, our services go far and beyond basic budgets and paying down debt. Our goal is to help you build a holistic financial strategy that takes every aspect of your financial life into account! Here’s what that really means…
Financial Coaching Basics
In the first few months, we’ll cover the basics by helping you –
✅ Master budgeting once and for all
✅ Eliminate burdensome debt, and
✅ Establish a full Emergency Fund
Then it’s time to Build Wealth
Time for the real fun – building wealth and creating a legacy!
✅ Improve your investment strategy
✅ Increase annual contributions to retirement accounts
✅ Find opportunities to your reduce tax bill
✅ Learn the importance of an Estate Plan and Will
✅ Build a strategy for your credit
✅ Navigate the ins and outs of shopping for insurance
✅ Strategize ways to increase Annual Income
✅ We’ll even help you lay a strong financial foundation to start a business!
This 360 view of your finances is crucial for long term success and lasting wealth!
Although we do not complete tax returns, manage investments or sell you insurance – we believe that a good Financial Coach is a crucial part of your financial team. With us by your side, you can confidently make informed decisions based on your unique circumstances and needs.
How It Works
Your journey is unique, which is why our Financial Coaching services are completely custom to you and your needs!
Because everyone’s challenges and goals are personal to them, we designed our program as a subscription. No contracts or expiration dates – you can cancel at any time.
Instead of a fixed end date, Financial Coaching ends when you feel confident in your finances and are ready to let us go. No hard feelings! Our goal is to teach and provide you with the knowledge and tools you need to take with you for the rest of your life!
The First Month
The first month includes one longer 90-minute session, PLUS 3 Weekly Check-In Calls to help you stay on track.
Your first session with your Financial Coach is all about the first step in Your Financial Journey to Financial Freedom: Taking a Bearing. We want to learn about you and your current financial position so we can build a strategy that gets you where you want to go!
During check-in calls we’ll talk about your progress, challenges and next steps.
Following each Financial Coaching session you will walk away with step-by-step action plan for you to work on. Then as you make progress each month, we’ll build on your progress so you never go stagnant and keep getting results!
In addition to your session you also get exclusive access to your Financial Coach via video messaging app Volley. This added value makes it easy to ask questions and get support and encouragement when you need it most.
One 60-minute Coaching Session (monthly after month 1)
Investment: $250 automatically billed every month
We know you’re wondering – – – On average our clients work with us for 6 consecutive months, but the clients with the best results and largest transformations are with us for about a year. But we encourage you to work with us for as long as you are seeing a return on your investment. However, many clients prefer to “graduate” to quarterly sessions. This is a great option when you’re making consistent progress and ready to dial back how often we meet – but still get accountability of meeting every few months.
YOU’LL WALK AWAY WITH…
✅ A simple, easy-to-use budget and cash flow tracking system (it’s really fun, you’ll see)
💰 An emergency fund for those “rainy days”
📉 Decreased or fully paid off debt
📈 Increased net wealth
💪 Complete confidence in your ability to plan, manage, and intentionally use money
🎉 Renewed excitement about all the things you’ll do with your money and your life
What else you’ll get…
- After each session you’ll receive a detailed recap directly to your inbox with a summary, action steps and resources curated specifically for you. (Our current clients love these emails and we know you will too!)
- Access to our library of easy-to-use and extremely helpful financial spreadsheets
- 24/7 access to your coach via Volley – an easy and convenient messaging app to stay connected with your coach in between sessions.
It’s Not Just About the Money
Your financial wellbeing is about so much more than the balance in your bank account. We believe money management is a form of self care that improves your wellness and overall health!
By choosing to work with R&D Financial Coaching, you will not only increase your Net Wealth, you’ll also…
- Significantly decrease financial stress and anxiety
- Hardly ever argue about money
- Have fewer feelings of guilt and shame around spending
- Feel confident in your financial decision making
- Improve your relationship with money
- Align your finances with your values and goals
- Enjoy a healthier and financially sustainable lifestyle!
Our Clients are Raving!
“I am living more financially mindfully now!”
“Would highly recommend to anyone wanting …a healthy financial plan that fits into your lifestyle.”
—Nathan & Maggie
“It has put me in a whole other mindset when it comes to my money and budget.”
One-Time Financial Coaching Session
Not ready to fully commit to Financial Coaching…but want to pick the brain of a real financial professional that gets results?
In that case – our One-Time Financial Coaching Session is for you!
In these sessions, you will:
👩🏫 Get answers to your money questions🧠 Get to pick our brain and grow your Financial IQ
🎙️ Have your own personal, professional sounding board, that meets you where you’re at
📄 Walk away with a list of things you can do to improve your money life, plus helpful resources!
Fill out an application below letting us know what you want to discuss. If we can help, we’ll follow up to schedule a one-time 60-minute session where we will share our knowledge and answer any money questions you have!
NOTE: One-Time Sessions are great if you have one or two money questions about budgeting, saving money, getting out of debt, or want to learn more about how retirement works, etc. It’s not great, however, for discussing taxes, or investments. If you want more of a holistic approach and strategy, we suggest the full coaching program instead!