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Need serious help getting your personal finances in order, but need more than just a plan? I will teach you how to make, manage and multiply your money while being your accountability partner to get you closer to financial freedom.

During this 1-year engagement you will:

1. Get clarity on your financial life and goals
2. Create a spending plan based on your values and goals.
3. Automate and track your personal finances.
4. Learn how to truly pay yourself first
5. Learn to invest to reach financial independence
6. Discuss real estate investing tips and strategies
7. Get a plan to become debt free (if applicable)
8. Get advice to teach your kids about money (if applicable)
9. Have a financial coach who will keep you accountable and celebrate your wins.
10. Wonder why you did not do this sooner!

*Meet at least once a month for 9 sessions. Sessions will be from 30 to 90 minutes depending on the topic of discussion (in-person, over the phone, or on Google Meet). In addition, you will receive scheduled accountability virtual check-ins for up to 1-year.

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Booking Summary

Personal Financial Coaching (9 Sessions)


  • One time payment

Jonathan's rate:

$1,000 / service

Cost:

$0 (USD)