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Your fiscal vibez


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. 

WORKING WITH A

Financial Coach

is an investment that pays off well into your lifetime.

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.

Having a personal coach when working towards a goal can make all the difference in the world. 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.  

 

 

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

Tailored programs are available to meet your needs


Group Sessions

I use everyday scenarios and interactive activities to move your team towards financial success.

Companies and organizations are discovering that investing in their workforce by adding “lifestyle” assistance to their benefits package and training programs are yielding happier, more productive employees. My workshops are designed to truly impact my audience’s financial well-being.  I incorporate real-life scenarios and interactive activities.  Topics covered include financial psychology, credit, budgeting, savings and debt management.  My on-site workshops are ideal for companies, non-profits, and government agencies. They are especially great for civic groups or just a group of friends. 

 


lana@lwilliamfinance.com
404.490.1872

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