1:1 Financial Coaching for Your Young Adult
“Money often costs too much.”
On the road to financial independence
Is Michael still living at home? Is Jessica yet to get off your payroll? Are they not listening to your advice?
We help equip your student with knowledge and hone valuable financial skills. We’re not mom or dad, nor the 3-piece suited advisor from that big firm; we’re a peer who has been in the trenches and understands what it’s like to live in today’s economy.
Coaching tailored to their financial situation
Every financial situation is unique, so why should financial coaching be cookie cutter? We’ve designed our program to be tailored to their specific needs, values and strengths. We provide consistent practice with targeted feedback — it’s our recipe for success!
Program Layout
It is a year-long commitment — financial habits don’t get formed nor changed overnight. This is why we meet regularly early on, then phase out until the end of a year. (See picture below)
“My favorite part of the program is hopping onto zoom and being able to talk about my financial struggle with my two counselors, knowing that I wouldn’t be judged even if I was unreliable with money. [This was] because I knew I would get good feedback and guidance. ”
Level 1
Designed for Basic Budgeting & Creating Financial Self-Awareness
Level 2
Designed for Creating Positive Cash Flow
Level 3
Designed for Financial Independence