Financial CoachingOur program helps you manage your money, get out of debt, and reach your financial goals, so you can live without stress or fear of your finances. |
Financial Coaching Programs
You're taking back control and making your money work for you, instead of it disappearing each month!
All programs include a zero-judgement, 2-hour Discovery Session to begin. We build your first budget and learn how to easily track your spending. I help you find and eliminate unnecessary spending so you can save and make the most of your money. The Discovery Session helps you develop a basic understanding and plan for your finances. Our 4 and 7 month programs dive much deeper. We build a solid plan to achieve your financial goals, challenge you to improve the way you think about and spend money, and keep you accountable along the way. You're on your way to being financially "with it" my friend!
PROGRAMS
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The 4-Month
GOAL GETTER 4-Month Coaching Program $220/Month or $792 Pay in Full |
The 7-Month
TOTAL TRANSFORMATION 7-Month Coaching Program $150/Month or $945 Pay in Full |
Want just the Discovery Session to start?
Discovery Session
$199
Discovery Session
$199
Details of each program are discussed during phone consultation.
ALL PROGRAMS INCLUDE:
• 15-minute free phone consultation
• 2-HR Discovery Session
• Setting up a straightforward budget
• Finding and eliminating unnecessary spending
• Establishing an expense tracking system
• Debt payment/wealth building plan
• List of actionable steps towards goals
• Your own financial accountability partner
• Unlimited email contact
• 100% confidentiality + zero judgement
• 2-HR Discovery Session
• Setting up a straightforward budget
• Finding and eliminating unnecessary spending
• Establishing an expense tracking system
• Debt payment/wealth building plan
• List of actionable steps towards goals
• Your own financial accountability partner
• Unlimited email contact
• 100% confidentiality + zero judgement
Meet your financial coach, Sandi.
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Finances can be confusing and scary. They don't have to be! I'm here to set you up for long-term success and keep you on track towards your best financial future. I'm all about zero judgement, am thorough, patient, empowering, and here for YOU.
When I started living on my own, I didn't have a budget in place. I always felt anxious that I was spending too much, not saving enough, and lacking control of my money. Where did it all go each month? I started researching how to budget and quickly became obsessed with all things finance. I created my own budget by combining ideas from numerous sources, read finance books, listened to podcasts, scoured endless blogs, and more. I have a Masters in education, so when my best friend struggled to pay down her student loans and credit card debt, I begged her to let me help her. She quickly agreed, so I helped her set up a budget and debt payment plan. Combining my love of teaching and finances felt amazing. I wanted to keep helping as many people as I could, and that's why I became a financial coach! |
What our clients are saying:
"I ACTUALLY LOOK FORWARD TO KEEPING TRACK OF WHERE EVERYTHING GOES"
I worked with Sandi on financial organizing. She is very supportive and non judgmental. She also helped me with my goals for the future: retirement, vacation fund, and emergency fund. I’m going to continue to work with her to help keep me accountable. Everyone needs some sort of work out partner. Plus she is so easy to talk with.
Melinda I.
I worked with Sandi on financial organizing. She is very supportive and non judgmental. She also helped me with my goals for the future: retirement, vacation fund, and emergency fund. I’m going to continue to work with her to help keep me accountable. Everyone needs some sort of work out partner. Plus she is so easy to talk with.
Melinda I.
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"SHE IS SO KIND, NON-JUDGMENTAL, AND MOTIVATING THAT I ACTUALLY FEEL GOOD ABOUT SAVING MONEY NOW!!"
I can not say enough good things about Sandi and what she does. I hired Sandi because after being a single mother, for about 6 years now, I desperately needed to get my finances in order for a court trial. How I have ever made it through without knowing what she has taught me, I will never know... I made up what I paid to hire her and then some, just by going through my finances, and discovering things I was paying for, that I had forgotten about!! I had been paying for iTunes for YEARS and haven't had an Iphone. HOW?!! Sandi kept me on track and helped me to cancel accounts, pay off accounts, and start savings accounts that will benefit my future... This is going to sound strange but I think of her as my golden goose! This woman is AMAZING!! Lauren V. |
"IT HAS FELT LIKE A BREATH OF FRESH AIR TO HAVE ACTIONABLE STEPS TO TAKE TO MAKE IT LESS OVERWHELMING."
I worked with Sandi on financial organizing, and I am so glad I did! As a full-time employee and a part time graduate student, I was feeling overwhelmed with how to prioritize my finances. I had so many questions - how much do I put towards loans? Should I first focus on saving for the next classes or reducing the debt I already have? How do I support myself as I complete unpaid internships in a way that takes the whole financial picture into play? Sandi helped me understand how to financially organize the present and future financial picture... Thank you so much Sandi; I recommend her to anyone, at any stage in their finances, to walk you forward in financial organization! BIANCA S. |
"IF YOU DON'T HAVE A BUDGET, HIRE SANDI STAT!"
Like most people my age, I have a considerable amount of student loan debt. For years since I graduated, I felt as though I was just treading water with my payments and not making any significant progress. Sandi helped me figure out a budget and encouraged me to list out all of my debts and come up with a plan. She was non-judgmental, easy going, and had great ideas I hadn't thought of. It was super helpful to sit down with her and talk through my finances and what was stressing me out the most. I have a plan to pay down my debt and way more motivation to do it. Now that I have an actual plan, my stress has been considerably reduced... You'll end up actually saving money and feel so much better about your financial life.
NICOLE F.
Like most people my age, I have a considerable amount of student loan debt. For years since I graduated, I felt as though I was just treading water with my payments and not making any significant progress. Sandi helped me figure out a budget and encouraged me to list out all of my debts and come up with a plan. She was non-judgmental, easy going, and had great ideas I hadn't thought of. It was super helpful to sit down with her and talk through my finances and what was stressing me out the most. I have a plan to pay down my debt and way more motivation to do it. Now that I have an actual plan, my stress has been considerably reduced... You'll end up actually saving money and feel so much better about your financial life.
NICOLE F.
