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 1-hour or 2-hour coaching session, 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 coaching session, including next steps, and any preparatory materials you’ll need to get started.
Your Customized Financial Plan

After submitting your financial forms and documents, 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.
Ongoing Support

Before and after your session, you’ll have access to us via email for any questions. 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 session, want to reschedule or need help with anything, don’t hesitate to reach out to us at coaching@thewomancfo.com.