Testimonials

  • My experience with my financial coach (Jamie) has been very positive, she provided me with some budgeting tools on how to manage my money monthly. The tools she went over with me were how to save money, stay within my monthly budget, how to pay down my debt down aka credit cards. I have to admit it wasn't easy at first because I 'm not a budget person, but after trying it for a month, it wasn't as bad as thought it would be, it all came together and made sense. If I had any questions, Jamie was always there to answer them with her knowledge of getting debt free. I'm so glad that she helped me take the first step to financial freedom. I am very grateful for her advice and professionalism she gave me; I would highly recommend her.

    CRB

  • Blunt and to the point which is what I needed. Hearing her story about how she paid off student loans was motivational. Her advice on tracking every dollar helped me realize that I was spending money I didn't have. Doing a budget is my biggest challenge but I haven't given up. This is not an overnight quick fix so give yourself some grace. Prep for Wealth will get you to your financial goals if you're willing to do the work. Thank you PFW. I also showed my adult child how to budget.

    Dee Roberson

Q & A Session

30-minute call (Servicing Ohio residents only)

Cost: FREE

Strategy Session

This is an intensive 2-hour session. We will review your finances, financial goal, and barriers that prevent success. We will provide you with a customized plan so that you can confidently take the next steps in your journey. You will also receive an initial budget to follow. (Servicing Ohio residents only)

$297 non-refundable

NEED MORE COACHING AND AN ACCOUNTABILITY PARTNER??

Spending Plan 101

Having a spending plan BEFORE you get your money is simply called budgeting. Are you needing to stretch your money, save money, or simply figure out where your money is going? THEN YOU NEED A SPENDING PLAN! With this package, you will be coached to create and use your spending plan on a consistent basis. The plan will be customized to your financial needs to get you on the right track. This coaching is for those who want to learn how to budget consistently. Choose which package suits you best. **You must complete the Strategy Session prior to taking this program. (Servicing Ohio residents only)

4 week package includes

  • Initial video call (1-1.5 hrs.)

  • 1 additional video call (up to 1hr.)

  • 1 30 minute follow up call (optional)

  • Spending Plan spreadsheet

  • $249 (non-refundable)

    5 week package includes

  • Initial video call (1-1.5 hrs.)

  • 2 additional video call (up to 1hr. each)

  • 1 30 minute follow up call (optional)

  • Spending Plan spreadsheet

  • $267 (non-refundable)

Prep for Wealth Program

This personal financial coaching program is geared to those wanting to become financially stable. It prepares you to start building wealth for yourself and your family. You will be coached on budgeting, paying off debt, saving for the “Last Resort Fund!”, saving for fun times, and setting relationship boundaries. The coaching session will be based on your financial goals. You can expect to receive coaching through education, motivation, and accountability. This is a commitment and can be a long journey, but you’ll be grateful that you did it. You will gain a piece of mind that comes with being financially stable. **You must take Spending Plan 101 prior to this program.   (Servicing Ohio residents only)

3, 6, 9, or 12 Month Packages include the following per month:

  •      1 Dream/Money Plan Video Call to set up a plan (1-1.5 hrs.)

  •      1 Check in Call (optional for all months) (up to 1hr.)

  •      More Accountability

  • Reminder texts/emails

  • Debt Payoff Chart

  •      Spending Plan spreadsheet

  •      1 Final Call (at the end each program)

  •      $297 monthly for 3 months (non-refundable)

    *Buy More, Pay Less: 6 months ($267 monthly); 9 months ($238); or 12 months ($197) (non-refundable)

*Prices are subject to change 

 

Confidentiality

All matters discussed, facts revealed, and the nature and content of all documentation you provide, or we generate will be kept completely confidential. 

Disclaimer

     We are not authorized to render legal, accounting, or investing advice. Since your situation is fact-dependent, you must additionally seek the services of an appropriate licensed legal, accounting, or investment professional when you are ready to move forward with that part of your journey.