Remote Financial Coaching Designed for You
For your comfort and convenience!
Financial Coaching Philosophy
We understand that everyone enjoys life differently and tailor our coaching to the individuality of each of our clients. Our goal? To help you live in a way that gives you the financial freedom you need to enjoy life your way, as stress free as possible. We understand not everyone is out there trying to be the best financial guru in their personal lives, but just trying to make ends meet & experience what brings them joy.
Our coaching focuses on building a foundational knowledge & gathering information about how you want to be living & spending your money. We teach concepts that really should have been taught in school (but at least we all know the mitochondria is the powerhouse of the cell)! Having a good budget lets you have the money to do the things you want. We break the mindset that “I can only spend X money on food.” but instead, “I’ve allocated X money for food so I can eat how I want.” Instead of punishing yourself, we create opportunities to enjoy yourself.
New Client Packages & Pricing
The Starter
For those wanting to take the first step
- New Client Onboarding
- Budget Analysis
- Cash Flow Review
- Spreadsheet Customization
- One 60-Minute Meeting
$300
The Motivator
For those wanting faster progress
- New Client Onboarding
- Budget Analysis
- Cash Flow Review
- Spreadsheet Customization
- One 60-Minute Meeting
- Two 30-Minute Meetings
- 1 Month Unlimited Email Communication
$500
The Introverted
For those wanting to to skip the meetings
- New Client Onboarding
- Budget Analysis
- Cash Flow Review
- Spreadsheet Customization
- 2 Months Unlimited Email Communication
- 10% Off Unlimited Email Communication if Continuing Service
$250
All New Client Packages require a $150 non-refundable deposit before starting. Remainder billed at a later date.
Established Client Pricing
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30-Minute Meeting $75
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60-Minute Meeting $150
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Monthly 30-Minute Meeting on Auto-Pay $60
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Monthly 60-Minute Meeting on Auto-Pay $120
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Unlimited Email & Client Portal Communication $100
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Monthly Budget Review & Email Breakdown $30
Looking for more of a DIY Option?
Frequently Asked Questions
What is financial coaching?
Financial coaching provides guidance and education on your day-to-day money habits and behaviors. Whereas financial advisors might focus on your investments, coaching focuses on the more immediate need and gap that impacts your daily life. Coaching will give you tools, strategies, and information to help you build healthier money habits that facilitate the life you actually want.
I'm living paycheck to paycheck, how do I get coaching if I can't afford it?
That’s why financial coaching is so important! Think of financial coaching as an investment in yourself. We’ll work with you to help you get to where you need to be so that you aren’t stuck in that paycheck to paycheck loop. We first deep dive into where you’re at right now to be able to help you not only afford ongoing coaching, but also check off your long-term goals as well.
How is financial coaching different from my own budgeting?
Budgeting is just one piece of your whole financial picture. Other concepts like – your relationship with money, how you want to live, and your overall current financial state – impact the whole picture and how you should budget. Coaching delves into those personal aspects and builds up your understanding of interest rates, time value of money, and opportunity costs. It’s the whole picture – and the whole strategy – that makes financial coaching different from simple budgeting.
Whiskria's Budgeting Sheet
This is a great place to start if you’re looking for some DIY help on budgeting. The spreadsheet covers a full year with annual insights & a budgeting page that let’s you define your goals & boundaries as well as financial information. It includes 5 videos on how to get the most out of the spreadsheet, including some introductory coaching concepts
