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FINANCIAL COACHING

PROGRAMS & SERVICES
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Smart Money Moves: 1-on-1 Money Coaching

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Smart Money Moves 1:1 Money Coaching is a personalized coaching experience designed to help you take control of your finances with confidence. Whether you're struggling to create a budget, pay off debt, or build your savings, this one-on-one coaching program gives you the tools, support, and strategy you need to make smart financial decisions. Together, we’ll create a realistic plan based on your goals, challenges, and lifestyle—so you can stop stressing about money and start building the future you deserve. Sessions are supportive, judgment-free, and tailored just for you.
Tell me more. â–º

 Struggling with Money? Get the Help You Need! ​

If managing your money feels stressful or overwhelming, you're not alone. In this quick 60-second video, I share how financial coaching can help you take control of your finances, create a plan that works for your life, and start building the confidence you need to reach your goals.

​Whether you’re living paycheck to paycheck, dealing with debt, or just unsure where your money is going—support is available.
Watch the video above to learn more.
Ready to talk? 
Book a free 15-minute Connection Call to see if financial coaching is the right fit for you.
No pressure - just a real conversation.   
Book a FREE 15-Minute Connections Call â–º
You don’t have to figure this out alone. Let’s take the first step together.

Smart Money Moves:  Group Financial Coaching

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Our group programs are designed to empower individuals to take control of their finances and achieve long-term financial stability. Whether you’re looking to reduce debt, create a sustainable budget, or build your savings, our group coaching program provides the tools and support you need to succeed.

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These sessions offer a structured, yet collaborative environment where you can learn alongside others who share similar financial goals. 
We’ll guide you step by step through key concepts like budgeting, debt management, and financial planning. Each session is interactive and focused on practical strategies that you can apply to your everyday life.
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Through Smart Money Moves, you’ll gain the financial literacy and confidence to make smarter money decisions, set achievable goals, and build a more secure financial future. Join our community and start making your Smart Money Moves today!
I'm curious—go on. ►

Smart Money Moves: Retirement Gameplan

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Smart Money Moves Retirement Gameplan is a comprehensive financial coaching program designed to help you prepare for retirement with confidence. This service focuses on creating a sustainable retirement budget, eliminating debt, and managing your cash flow effectively. By developing a personalized strategy, you’ll gain clarity on how to make your savings last, reduce financial stress, and ensure that your retirement years are financially secure and enjoyable.
Let's dive deeper. â–º

What clients are saying...

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"I was drowning in debt and had no idea how to turn my financial situation around. That's when I decided to seek the help of a financial coach. Working with BMFMS’ Financial Coaching Services was a game-changer for me. They not only provided me with practical strategies to manage my debt but also gave me the confidence and motivation to tackle my financial goals head-on. Thanks to Theresa's guidance and support, I am now on the path to financial freedom, with a clear plan, reduced debt, and a brighter future ahead."


- Sarah Timber
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"I always struggled with budgeting and saving money. I knew I needed to change my habits, but I didn't know where to start. That's when I discovered financial coaching provided by BMFMS. Theresa's knowledge, patience and skills was exactly what I needed. She took the time to understand my financial situation and goals, and provided me with a personalized plan that made budgeting and saving feel achievable. Today, I am proud to say that I have established healthy financial habits and have achieved financial stability, all thanks to the expert guidance and support from Theresa and the Staff at BMFMS."
- Mark Reynolds
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"I had been making costly mistakes and missing out on opportunities. That's when I decided to seek the help of a financial coach to help. Theresa analyzed my current situation, educated me on different strategies, and helped me create a diversified plan to help me gain control of my spending habits and financial goals. Since then, I’ve been able to keep track of my spending and stay within my monthly budget. And most of all I feel more confident in my decision-making. I highly recommend BMFMS Financial Coaching Services to gain control of their finances for a better future."

- Jennifer MaJorani
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  • Home
    • Meet the Coach
  • SERVICES
    • FINANCIAL COACHING >
      • Mid-Year Money Check-In
    • QuickBooks Support Services
    • STRATEGIC PARTNERSHIPS
  • MEDIA
    • BLOG
    • 3 Smart Money Moves - Instant Access
    • VIDEOS
    • WATCH COACHING INTRO
  • WORKSHOPS & CLASSES
    • WORKSHOPS & 1:1 Sessions
  • CONTACT
    • CONTACT US
    • JOIN OUR MAILING LIST
    • FAQ