Financial Clarity Coaching Package

Feeling overwhelmed by your finances? Unsure where to start? This 3-Session 1:1 Coaching Package is designed to help bring awareness to your finances, understand what they really mean, and identify the exact steps you can take to gain control of your money and change your financial trajectory.

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What You'll Get:

  • In-Depth Financial Analysis: We'll take a deep dive into your current financial situation, including income, expenses, debt, and savings.

  • Personalized Financial Advice: Based on your unique circumstances, we'll create a customized action plan to help you transform your finances within the next 12 months.

  • Expert Guidance and Support: Jenny will be with you every step of the way, offering guidance and support to keep you motivated and on track.

How It Works:

  1. Initial Consultation: We'll discuss your financial goals and challenges during a one-hour consultation.

  2. Financial Analysis: I'll analyze your finances using financial planning software (RightCapital) and provide a comprehensive assessment of your current situation.

  3. Personalized Action Plan: Together, we'll identify what' is most important to you and develop a tailored roadmap, outlining specific steps you can take to improve your financial health.

  4. Ongoing Support: I'll provide options for receiving continued support throughout the year.

Take Control of Your Financial Future Today!

  • $1,077 or 2 monthly payments of $598.50

Financial Clarity Coaching Package

  • Coaching session

Three one-hour 1:1 coaching sessions with Jenny for $1197. Pay upfront and save 10%. Payment plan available.

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Frequently Asked Questions

Have a question that isn't listed here? Just email [email protected].

What tools are required for coaching?

All sessions will be conducted via Zoom. Therefore, you will need access to a computer with camera, zoom software, speakers, and a microphone. You will be given two workbooks, one PDF and one Microsoft Excel. The ability to use both types of files is required. 

How much time does coaching require?

Money Chats are 30 minutes, whereas all other 1:1 coaching takes place over 60 minutes. The Intensive Coaching package includes 10 sessions which can be conducted over 12-26 weeks.

Will I learn how to invest in the stock market?

Coaching will guide you through the process of developing a vision-driven financial plan including objectives, goals, and a roadmap for execution. Resources are provided to understand how to invest and the various options. Detailed stock market or investing advice (e.g., what funds to buy) is not included.

What is financial planning?

Financial planning can encompass a lot of topics, including tax planning, estate planning, insurance, and investing. Wealth Begins Within covers the core fundamentals of financial planning including analyzing net worth, examining cash flow, setting financial goals, building short-term savings, determining retirement needs, and paying down debt. For most people, these essential components are all they need to start building wealth. If you need further support beyond this (like portfolio management), I can refer you to a trusted advisor. 

Do you offer refunds?

No, refunds are not available for coaching packages or services.