Financial Coaching

Thank You!

We’re thrilled that you’ve taken this important step in your financial journey!
Whether you’ve signed up for a 30-day bootcamp or our comprehensive 90-day program, we’re here to help you succeed and make lasting changes to your financial life.

Check Your Email

Your welcome message will include all the information you need to prepare for your first session.

Gather Financial Documents

If you haven’t already, it’s a good idea to start collecting important financial documents such as pay stubs, bank statements, and credit card bills to have ready for your first session.

Set Your Goals

Think about the financial areas you’d like to improve. Whether it’s paying off debt, building savings, or starting an investment plan, having a clear idea will help us hit the ground running.

What You Can Do Now:

Here's What to Expect Next:

Welcome Email

You’ll receive a welcome email shortly with all the important details about your program, including next steps, how to schedule your sessions, and any preparatory materials you’ll need to get started.
Personalized Onboarding

Make sure to schedule your first coaching session as soon as possible so we can start the onboarding process. During onboarding, we’ll review your initial goals, gather relevant financial information, and answer any questions you might have about your financial coaching.
Your Customized Financial Plan

After our first session, we’ll begin crafting your personalized financial roadmap. This includes a tailored budget, savings strategy, debt reduction plan, or investment action steps - designed to meet your unique needs and goals.
Weekly or Biweekly Sessions

You’ll have regular one-on-one sessions where we’ll review your progress, make adjustments, and ensure you’re staying on track. You’ll leave each session with clear, actionable steps to keep you moving forward.
Ongoing Support

Throughout your program, you’ll have access to us via email for any questions or guidance between sessions. We’re here to support you every step of the way!

Financial coaching will help you take control of your financial situation so you can manage it to your advantage - creating a lifestyle of freedom, stability, and confidence

We're Here for YOU

If you have any questions before your first session, want to reschedule or need help with anything, don’t hesitate to reach out to us at coaching@thewomancfo.com.