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6mos Mindset/Financial Literacy Coaching

Knowledge and Accountability is the Key to Success

  • 1 h
  • 500 US dollars
  • Online Zoom

Service Description

What we provide in this 6 month Mindset & Financial Literacy Coaching Session: Actionable weekly assignments with (1) 1hr live session per month. Goal Setting: Help you set clear, specific, and achievable financial goals. Encourage you to define both short-term and long-term objectives that align with your values and aspirations. Guide you in breaking down your goals into actionable steps. Budgeting and Financial Tracking: Assist you in creating a budget that reflects your income, expenses, and financial priorities. We will teach you strategies for tracking your spending, managing debt, and maximizing savings. Financial Assessment: We will conduct a comprehensive assessment of your current financial situation. Review your income, assets, liabilities, and insurance coverage. Help you understand your net worth, cash flow, and any areas that require improvement or attention. Cash Flow Management: Guide you in managing your cash flow effectively. We will help you analyze your income and expenses, identify areas where you can reduce unnecessary spending, and allocate funds towards savings, debt repayment, and other financial goals. Debt Management: Assist you with developing strategies to manage and reduce your debt. Educate you about debt consolidation, refinancing, and effective repayment methods. Help you prioritize debt repayment while still maintaining your financial stability. Savings and Emergency Fund: Encourage and help you establish an emergency fund to provide a safety net for unexpected expenses. Guide you in setting savings targets and selecting appropriate savings vehicles. Investment Education: Provide education on investment concepts and options, such as stocks, bonds, mutual funds, or real estate. Help you understand the basics of risk and return, asset allocation, and diversification. Help you find a qualified and licensed investment agent, to offer guidance on investment strategies. Retirement Planning: Discuss retirement planning with you and help you determine how much may need to save for a comfortable retirement. Financial Education: Share resources, articles, books, or videos that can enhance and develop your financial literacy. Encourage and hold you accountable! ACCOUNTABILITY!

Contact Details

951 223-5716

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