You are a Spender and a Giver.
You like nice things and you give generous gifts.
A Target run easily turns into a joyful shopping spree.
When you see something that a friend would like, you buy it without hesitation.
Life for you is about freedom and living each day to the fullest.
But when it comes to money, you have "baggage".
You have money stories, family stories, worthiness stories, and shame around spending.
You've had a hard time saving in the past and feel guilty.
You have a lot of stuff, but not enough joy.
Sometimes you just want to give up and bury your head in the sand.
You need to work with me, one on one.
The reason the typical financial advice hasn't worked for you is that the common advice given is geared toward Savers.
You are a Spender, and you need different rules.
"No-buy July" isn't going to work for you.
Clipping coupons isn't exciting for you.
Eating beans and rice day-in and day-out is just not going to work for you!
Spenders need freedom; not strict budgets.
My Proven Process
Gather Your Gems - Organize your finances, manage the mail, and eliminate paper clutter.
Date Your Dollars - Establish a joyful routine for managing money in just one hour a week.
Demolish Your Debt - Create a plan that helps you pay off debt fast while increasing your income.
Manage Your Mind - Change the way you think about money and life so that you feel rich before your bank account changes.
Stack Your Paper - Build a financial team that helps you save and invest for maximum effectiveness.
Be Your Own Bank - Advanced savings strategies that allow you to borrow from yourself and leverage credit.
Own Your "Extra" - Meet other Spenders, feel supported, and be proud of your identity as a Spender.
Set Your Standards - Create and enforce personal boundaries that protect your peace of mind.
Validate Your Values - Figure out your personal core values, and live by them without apology.
How It Works
You will learn the exact steps to manage your money and your mail in an hour a week.
You will have weekly private and optional group coaching calls to explore the obstacles that are keeping you from reaching your goals faster.
You will be a lifetime member of The Money Squad, and enjoy the support of people who understand what its like to be a Spender.
Here are some of the results I've helped my clients achieve
Pay off credit card debt, personal loans, mortgage, car loans, and student loans.
Identify core values and begin to boldly live according to them.
Leave abusive or unsupportive relationships with confidence.
Perform well on job interviews and get hired.
Perform well on professional evaluations and get promotions.
Elevate their self-concept and present as a leader in all situations.
Organize financial documents for themselves and loved ones.
Leave their jobs to start a business.
Close their business to pursue a career.
Achieve a higher state of calm and confidence.
Weekly Private Coaching Calls
Weekly Group Coaching Calls Every Tuesday at 12:00 pm Central (optional)
Weekly Group Co-Working Calls Every Thursday at 12:00 pm Central
The Budget Diary Spreadsheet, personalized
Membership Portal with a growing library of highly-actionable, on-demand courses designed for Spenders
Private Online Community for additional coaching and support
What to Expect
We chat for an hour to determine if we are the right fit to work together.
Congratulations on a great decision! You will receive a payment link via email.
Once payment is received, you will get the link to book your private coaching sessions.
4. Welcome to the Squad!
You will receive access to the Financial Coaching Club Membership Portal and meeting links.