Even the best players can get better with coaching.

Coaches can help us attain results, get inspired and overcome challenges.

As a former competitive athlete, I’ve worked with a variety of coaches, trainers, and instructors. A good coach can make a big difference when it comes to achieving goals.

Conversations about personal finance do NOT have to be boring or judgey. By drawing on coaching best practices and applying proven development frameworks, I bring a different approach. Check out the common programs that might fit your needs and contact Sheila for a complimentary consultation.

Financial Wellness Review

One 75 minute Zoom call to discuss your financial goals and the progress you’ve made toward achieving them. We’ll review a set of specific questions to assess the strength of your current approach and identify potential gaps that might need to be addressed. You’ll get clear on your values and the relationship you have with money. Plus, you’ll have the opportunity to ask those burning personal finance questions you have!

Cost: $275

Get Organized Program

Stage 1: Awareness & Assessment - To build a coaching plan that’s aligned to your specific goals, we’ll start with getting clear on what you want to accomplish.

• 30 minute introduction Zoom call where we review your goals and I can answer questions you might have about financial coaching.

• Prior to the call, you will receive a few coaching prompts to help you get clear on where you want to go on your financial journey.

• During the intro call, we’ll agree to a timeline for completing your coaching sessions. Especially when it comes to money tasks it’s easy to postpone, and we want to keep our momentum going!

Stage 2: Getting Organized - With clarity around your goals and what you’d like to accomplish, we’ll go deeper into your current financial situation and assess where you are today.

Stage 3: Your Action Plan - Once we know where you are today and where you want to go, we’ll build an action plan tailored to your specific goals and objectives - a plan designed for you to stick to!

• During stages 2 and 3, we’ll have two 60 minute virtual coaching sessions via Zoom.

• In between sessions, you will be given exercises to complete on your own. You’ll also gather information that will become inputs into your personalized action plan.

Stage 4: Monitoring Your Progress - Change doesn’t happen overnight, and we’ll work together to keep you accountable on your financial journey.

• 30 min accountability Zoom call to check-in on your financial wellness progress and discuss challenges, questions, and observations.

Cost $750

Accountability Program

The Accountability Program spans six months. We start with Stages 1-3 of the Get Organized Program. From there, we will meet monthly via Zoom for 30 minute calls. Monthly calls are your accountability to stick to the plans you set! Plus, you can ask questions, and discuss the life happenings and challenges that may impact your plan.

Cost $1250

To learn more, contact us for a complimentary 15 minute consultation.