1:1 Money Coaching Sessions
Personalized Guidance to Help You Take Control of Your Money
Are you ready to reset your finances, reduce stress, and make confident money decisions?
My 1:1 Money Coaching Sessions are tailored to your unique situation, goals, and challenges—because your financial journey is personal.
What You’ll Get
Each session is designed to help you gain clarity, take action, and build healthy money habits.
Together, we will:
Together, we will:
🢡 Assess Your Current Financial Situation
Review income, expenses, debt, and savings so you understand where you stand and where to improve.
🢡 Set Realistic Financial Goals
Whether it’s paying off debt, saving for a big purchase, or building a monthly budget, I’ll help you set goals you can actually reach.
🢡 Create a Custom Spending Plan
We’ll build a budget that fits your lifestyle, not restricts it—and I’ll show you how to stick to it.
🢡 Develop a Debt Payoff Strategy
We’ll identify your debt payoff options and map out a plan that works with your income and priorities.
🢡 Stay Accountable & Motivated
You’ll get practical tools, encouragement, and follow-up support to keep you on track between sessions.
Review income, expenses, debt, and savings so you understand where you stand and where to improve.
🢡 Set Realistic Financial Goals
Whether it’s paying off debt, saving for a big purchase, or building a monthly budget, I’ll help you set goals you can actually reach.
🢡 Create a Custom Spending Plan
We’ll build a budget that fits your lifestyle, not restricts it—and I’ll show you how to stick to it.
🢡 Develop a Debt Payoff Strategy
We’ll identify your debt payoff options and map out a plan that works with your income and priorities.
🢡 Stay Accountable & Motivated
You’ll get practical tools, encouragement, and follow-up support to keep you on track between sessions.
Coaching Session Options
6-Session Package (Full Financial Reset) |
3-Session Package (Best for Goal Setting & Planning) |
Single Session (60 minutes) |
Ideal for long-term transformation and accountability across budgeting, debt, savings, and mindset. |
Initial deep dive, a personalized plan, and follow-up sessions to fine-tune your progress. |
Perfect for a quick check-in, a financial Q&A, or support with a specific issue like budgeting or debt. |
🎁 Each coaching client receives a Financial Workbook, digital tools, and limited-time access to exclusive group workshops.
Limited slots are available each month to ensure each client receives personalized attention. Book early to reserve your spot!
Who Can Benefit from Money Coaching?
You’re overwhelmed by your finances and need help organizing.
You’re tired of living paycheck to paycheck.
You want to feel more confident about money.
You’re motivated to make real change with the support of a coach.
What Clients Say
"Theresa helped me take control of my finances for the first time in years. Her approach is clear, supportive, and truly empowering!" – J. Higgins
