COACHING
UNLOCK FINANCIAL SUCCESS
Transform Your Financial Future with 1:1 Coaching
Are you ready to take control of your financial future? Our personalized 1:1 coaching service is designed to provide you with the tailored guidance, actionable strategies, and support you need to achieve your money goals and build lasting financial health. Gain the edge you need to secure your financial future.
SMART MONEY MOVES
Financial Tune Up
$99 / One Time Fee
A 1-hour, personalized financial audit to help you get clarity on your finances, identify leaks, and uncover opportunities for improvement. Perfect for anyone who wants actionable insights without a long-term commitment.
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Pre-Audit Questionnaire
A simple form to gather key information about your financial goals, income, expenses, and any concerns.
Live 1-Hour Session
Review Your Current Financial Snapshot: Analyze income, expenses, and debt.
Identify Areas of Improvement: Highlight where you're overspending, opportunities to save, and strategies to optimize cash flow.
Set 2-3 Actionable Goals: Create a plan for immediate financial wins.
Follow-Up Summary
A brief PDF recap of key findings and action steps to keep you on track.
Coaching Packages Designed to Help You Succeed
Foundations
$300 / A Month (Total Investment - $900)
3-Month Commitment - is the minimum commitment to start to feel comfortable, and determine if a plan is right for you.
Growth
$275 / A Month (Total Investment - $1650)
6-Month Commitment - you will be able to see how your hard work and progress is gaining ground. This tier works for clients that need a revamp of their finances.
Mastery
$250 / A Month (Total Investment - $3000)
12-Month Commitment - you will be able to see your goals achieved, feel more confident, and increase your financial wellness.
Personalized Success: Achieve More with 1:1 Coaching!
ALL INCLUDES: Coaching Comparison Chart
1:1 Sessions (60-min monthly + 30-min check-in)
Personalized Financial Roadmap
Monthly Action Plan with Progress Tracking
Access to Worksheets/Tools
Discounts on Other Services
Email/Text Support
Your Process / How It Works
1.
FIRST STEP OF YOUR PROCESS
Goal setting.
2.
SECOND STEP OF YOUR PROCESS
Financial Assessment, and Customized Financial Plan.
3.
THIRD STEP OF YOUR PROCESS
Accountability and Support
4.
FOURTH STEP OF YOUR PROCESS
Financial Education, Progress Tracking
5.
FIFTH STEP OF YOUR PROCESS
Feedback and Reflection
THE PEOPLE HAVE SPOKEN
Here’s What Others Are Saying…
“Financial Fitness transformed my financial all or nothing approach. Their expert guidance and unique savings strategies helped me save enough to afford a much-needed kitchen remodel. Highly recommended, without hesitation.”
— JOY DUFFANY, SALON OWNER
“Holly provided invaluable financial advice! From navigating student loans to budgeting and even tackling the infamous housing market; her expertise made a real difference. Highly recommended!”
— ANDREW ROSA, EDUCATOR
“Holly's real estate and finance expertise guided me through buying a condo. Her advice was invaluable. I highly recommend her for a professional yet friendly perspective.”
— ERIK KOLODZIEJ, EDUCATOR
ENDLESS POSSIBILITIES
Financial Coaching, as Unique as You Are!
Financial Goal Setting
Flexible Budgeting
Debt Management
Credit Improvement
Savings Challenges (Sinking Funds)
Buying Your First Home
Affording a Vacation
LETS GET STARTED