Money coaching for small business owners
. . . empowers you to elevate your success, learn from mistakes, and maintain your focus on achieving results.
Strategy Session (1.5 hours) $350
Goal: Get clarity on your strategy. What to do and what NOT to do.
Process: 1.5-hour Zoom video call in which we discuss 3 things:
- Your biggest constraint
- The best solution
- Clear roadmap for the next 100 days
Output: After the video call, I will send you a 1-page summary that includes recommendations, and suggested resources and reading.
Customized Coaching Package (multiple sessions required) $180/session
Goal: Take your financial growth to the next level. Achieve a break-through. Solve a problem. Examples include:
- Personal finance re-organization
- How and when to pay yourself from your small business
- Day-to-day money management
- Emergency savings
- Eradicating debt (Become debt free.)
- Saving and planning for small business and personal taxes
- Preparing for major purchases (e.g. auto, house)
- Saving and paying for college
- Couple’s money love; align your spending and saving
- Managing risks
- Preparing for retirement
Process: 1-hour video calls in which we identify the problem or goal and evaluate the past week and define actions for the next week. The calls may include screen sharing of tools that facilitate analysis or understanding. Package requires a minimum of 4 sessions.
Output: After each session, I will send you a summary report, recommendations, and/or suggested resources and reading.
Premium Coaching Package (Qty. 8: 1-hour sessions) $120/session
Goal: Elevate your relationship with money. Achieve lasting results. The Premium Coaching package best serves individuals and couples with a long-term goal to be debt free and secure financial freedom as a lifestyle choice.
Process: 1-hour video calls that typically occur twice per month in which we identify the problem or goal and evaluate the past 2-weeks and define actions for the next week. The calls may include screen sharing of tools that facilitate analysis or understanding. Expect homework.
Overview: 1) Identify challenges, goals, and dreams; 2) Develop a 90 day blueprint to create financially health habits; 3) Implementation; 4) Accountability check-ins; and 5) Future planning (e.g. college and/or home savings, insurance protection, and retirement pre-planning.)
Output: I will send you a summary report quarterly with recommendations, and suggested resources and reading.
“Amanda knows her stuff. She is pleasant to talk with and has enough patience for the most needing clients (like myself). I would have paid her twice what she charges!”
– The Blasian Asian Food Truck, Waco, TX
