Packages

Coulee Financial Coaching provides a range of packages for new and existing clients. Wondering how a financial coach can help you achieve your financial goals? Email couleefinancialcoaching@gmail.com to setup a free discovery session.

Financial Foundation Packages

If you're looking to start your journey to financial stability and empowerment, these packages are for you! Each package is tailored to a specific audience and outcome. The timeline for each is roughly two months.

Educator Essentials ($400)

This package is designed to help educators understand the financial opportunities tied to their current position. Together, we’ll review your compensation package (e.g., salary, benefits, insurance), identify financial opportunities, and set financial objectives for the next few years.

Outcome: A financial overview that outlines the compensation of your current position, highlights opportunities, and sets goals for the next several years.

Personal Finance 101 ($400)

This package is for those just starting their personal finance journey and ready to take control of their financial well-being. We’ll review your current financial situation, analyze your spending over the past three months, and develop a set of financial goals.

Outcome: A summary of your current financial situation, recommendations for lowering expenses, and a set of short- and long-term financial goals.

Couples Quick Start ($400)

This package is designed for couples who want to focus on financial wellness. We’ll examine your individual and combined financial pictures, assess debts and assets, and discuss short-term goals (e.g., buying a house, starting a family) and their potential impact on your finances.

Outcome: A summary of your current financial situation, highlighting income sources, debts, and assets. This personalized assessment will consider how your short-term goals may affect your financial picture.

FIRE Planning ($400)

This package is for individuals focused on achieving financial independence and retiring early (FIRE). Together, we’ll assess your current financial situation, chart your path to financial independence, and identify strategies and resources to accelerate your journey.

Outcome: A summary of your current path to FIRE and a set of strategies and resources for the next steps in your FIRE journey.

Topic Specific Education ($300 per topic)

This package is for anyone who wants personalized education on a financial topic. We will first meet (3o min) to determine what financial topic you would like to learn more about and why you would like to learn about the topic. I will then gather resources and information specific to the topic and create a custom presentation for you (30-45 minutes).

Possible topics include:

Cash Flow Planning & Budgeting: Strategies to help create effective budgets and manage cash flow efficiently.
Getting Out of Debt: A step-by-step debt reduction plan, tailored to each client's unique debt situation.
Premarital Financial Coaching: Help to navigate financial conversations, establish shared financial goals, and develop a financial plan.
Building an Emergency Fund: Education on the importance of having an emergency fund and guidance in setting up an appropriate fund based on circumstances.
Maximizing Employer Benefits: Assist clients in optimizing their workplace benefits, such as retirement plans, health insurance, and other employee perks.
Teaching Kids the Fundamentals of Money: Provide resources and activities to teach children about money management, saving, and charitable giving.
Saving for College: Strategies and ideas to help families prepare for future education expenses.
Buying and Selling Your Home: Education about the process of buying or selling a home, addressing financial considerations and budgeting for associated costs.
Buying and Selling Your Car: Education about buying or selling a car, negotiating prices, and considering the financial implications of vehicle ownership.

On-going Coaching

($150 per month, 3-month minimum)

Ongoing coaching is for clients who want monthly support to track progress, review goals, and continue their financial education. The structure of coaching is flexible and tailored to each client’s needs. The base rate is $150 per month, with a minimum commitment of three months.

On-going coaching includes:

~90 minutes of coaching per month.
Custom spreadsheets and documents tailored to your financial context.
Personalized how-to videos (as appropriate) explaining online tools, spreadsheets, etc.
Check-in emails to monitor progress, provide guidance, and gather updates.
Personalized recommendations including podcasts, videos, and websites relevant to your financial goals.
Direct access to me via text or call for quick questions between sessions.

Page updated

Google Sites

Report abuse