Our approach encompasses traditional strategies like budgeting, understanding your credit report, assessing your current debts and savings goals. However, we set ourselves apart from our peers by also layering in two critical differentiators: project management and an emphasis on holistic money wellness.
Traditionally, financial counseling focuses on crisis management. Financial education is often a one-time educational session with a direct or indirect pressure to purchase financial services. Our team has created a unique model that offers women a completely non-affiliated source for financial coaching, strategic advice and personal planning that is customized to their unique needs.
Financial coaching is distinct in that it has regularly scheduled sessions and accountability check-ins for those seeking improvement or guidance. It is designed to help improve financial mindset and provide accountability to optimize financial wellness success.