Financial Coaching
As a Financial Coach, I help you develop healthy money habits that will last. I educate and work one-on-one with you to create a financial plan that reflects your goals. Together, we structure a realistic budget, create savings strategies, and implement debt payoff plans. I also serve as an accountability partner and support. Click the button below to learn “The unfortunate truth about financial advice”.
One-on-One
Do you want to have little to no debt and a comfortable amount of money saved? My services help you do just that.
Let’s be honest, managing and sometimes even talking about money can be a challenge. I partner with you to help you reach your goals.
I know the worry, embarrassment, shame, frustration and feeling of defeat that come with financial stress. I’ve worked with thousands of people and their money and have seen it over and over. I’ve felt it in my life and vowed to never feel that way again.
I also know the feeling of just not knowing. Have you ever said “If only I’d known” or “I don’t know where to start?” I hear it all the time. Why not get help?
As a Financial Coach, I work one-on-one with you to make informed decisions and develop healthy money habits.
Together we:
Implement a simple, easy to use budget that aligns with your goals.
Design a savings strategy that maximizes your interest.
Create a debt payoff plan.
Direct your spending to best serve you and your family.
The thought of doing things differently is scary. I get it. It can be very emotional. It’s easier to keep doing what you are doing, even if what you are doing no longer serves you. I understand that. That’s why I offer a free 20-minute Q&A.
“What is it like to work with Lana?”
The Light Bulb Sessions $249
I offer a number of short and long-term programs starting with the Light Bulb sessions.
By far, the favorite thing my clients love is having a laid out plan. After your Light Bulb sessions, you will have a realistic, workable budget and a custom financial plan that you can start immediately.
Together we look at your goals, your pain points, and what you are doing well. I then do a complete financial review. After our sessions, you will have a detailed, custom financial plan that you can start implementing right away.
Initial Discovery Call
2 weeks
– Financial Review
– Realistic Budget
– Custom Financial Plan
– Complimentary 1-month Follow-up
Group Sessions
Studies show working in groups increases performance by 80%.
Financial independence is defined as having enough passive income to pay all of your living expenses. So often this is viewed as unattainable or something that is reserved for a few. That simply is not true. A group setting offers the support of others who are working towards the same goal.
My workshops are designed to truly impact my audience’s financial well-being and are ideal for those who desire to meet and interact with like-minded people.
I use everyday scenarios and activities to move you towards financial success. Core topics are budgeting, savings, and debt payoff strategies.
Debt Payoff Session
Debt is the opposite of financial freedom and it has become a norm in American society. 80% of the country is in debt and most have higher stress levels and health concerns because of it. I designed this coaching package because I work with people every day who are immobilized by their debt. A lot feel embarrassed and ashamed. Many have been paying for years and can’t see an end. I’m here to help. If you would like more information, click the button below.
