All Services come with our custom Digital Financial Planner!
us$1299.00
With this package, our goal is to give you everything we offer in our hand-in-hand coaching but also adding more value to this level of coaching with exponential education and training. Our goal at this level of training is to offer more into the business side of things! We give you more insight on being self-employed, what that could mean for you or what that could look like. This is great for someone wanting to start their own business, someone who has started their own business, but you may not know all the ins and outs of the financial structures behind it. This level of coaching allows you to check in twice a week, we also offer a monthly review/re-assessment of your goals and plans. This also comes with added bonuses!
Duration: 1 year with options of extension
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Intake Meeting
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1.5 hours
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1 on 1 virtual meeting with our founder and CEO, Cassie Kiel
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Personal Digital Financial Planner
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Video Trainings and Education
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You will have access to:
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Resources
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Personal Recommendations - customized to you after your first meeting
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Personal "Goal/Plan of Action" Spreadsheet
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Access to meeting slots to check in!
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Monthly re-assement virtual meeting
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Final Assessment at the end of your 1 year!
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1 on 1 virtual call with Cassie
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Free attendance to any future virtual master classes for the next 3 years!
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Discounted offers for any in-person master classes for the next 5 years!
US$499.00
With this package, our goal is to give you everything we offer in our basic coaching program additionally with more in-depth video trainings and education. This level is great for someone really striving to make significant differences in their finances! We offer 30-minute virtual calls for you! These are to use for mentorship, questions, concerns, motivation, accountability, whatever you need to use them for - they are yours to control! In this coaching we also give you a little more education and training of additional financial topics!
Duration: 6 months with options of extension
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Intake Meeting
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1 on 1 zoom call with our founder and CEO, Cassie Kiel
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Personal Digital Financial Planner
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Video Trainings and Education
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You will have access to:
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Resources
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Personal Recommendations - customized to you after your first meeting
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Personal Goal Plan of Action Spreadsheet
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Access to weekly virtual
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Final Assessment at the end of your 6 months
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1 on 1 zoom call with Cassie
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US199.00
With this package, our goal is to give you basic education and information. This will give you information about banking, income, emergency funds, and budget/budgeting. This is a great place to get started if you are just starting to understand your financial structure and standing. With this coaching we offer follow up meetings that allow you to talk to a coach in answering any questions you have, to share your progress so we can celebrate that with you, and also see if there is any new resources or information available!
Duration: 6 months with options of extension
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Intake Meeting
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1 on 1 virtual
meeting with our founder and CEO, Cassie Kiel
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Personal Digital Financial Planner
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Video Trainings and Education
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You will have access to:
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Password to Resources
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Personal Recommendations - created for you after your meeting
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2 follow up virtual calls 3 months and 6 months out!
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We don't want you to feel alone in this process, we want to check in with you and be available to you in more than text!
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Others
Resource Access Only
Us $50.00
Financial Planner not included!
Password to access Resources Section of website
A portion of services provided is donated to Together Rising. This is an all-woman-led nonprofit organization founded by Glennon Doyle. "They have revolutionized grassroots philanthropy- raising over $40 million for women, families, and children in crisis." They provide impact and resources through Love Flash Mobs, Domestic Work, International Work, Holiday Hands, Together Letters, and Family Reunification!
DISCLOSURE: if you fail to follow through with your scheduled meetings and have not followed through with correct means of communication for the disruption of service, you will be terminating your coaching contract. Please be considerate of everyone's time, talk with us and be transparent. You are allowed to miss one - meeting as a no-call/no-show.