This coaching program guides you step-by-step to being your own financial freedom fighter. I am dedicated to your financial literacy! It’s an essential life skill that most of us are not taught in school.

In oder for a financial plan to work, it needs to fit you — it needs to be right-sized. This Right-SISED™ personal finance coaching plan is a one-year financial education program to set you (either solo or together with your life partner) on the path of financial independence (FI). A financial freedom plan is not one-size-fits all. I will walk you through creating a custom plan that meets you where you are in your journey to FI.

We’ll meet for 5 two-hour sessions on the topics below, interspersed with 5 one-hour sessions in between, to check-in and support you as you implement what you’ve learned.

At the end of the 12 months (or sooner, if you like to move quickly), not only will you have a wealth of knowledge, you will have designed and implemented your Right-SISED™ Plan. You’ll have an active…

Savings Plan

Investing Plan

Spending Plan

Earning Plan

Debt Repayment Plan

Rather than giving you financial advice, this coaching service is designed to educate and empower you to create your own financial plan — one that fits your needs and your personal values and that can evolve as your circumstances change. The knowledge and experience you gain here will serve you well throughout your financial life.

Fee:

$2900 if paid in full, or

3 payments of $1100, or

12 payments of $295