“WE BELIEVE PERSONAL FINANCE IS PERSONAL.”
WHAT'S INCLUDED IN PRIVATE 1:1
AND COUPLES COACHING
GOAL SETTING AND IMPLEMENTATION
We support clients in identifying timelines for goals, aligning their goals with their values, and creating positive daily reinforcements that help them get obsessed with completing a task. We can use money as a powerful change agent for positive reinforcement and confidence by teaching our clients to rewire their nervous systems.
HISTORICAL EXPENSE ANALYSIS
The data needed to fully understand each client's emotional and financial well-being. This is the starting point for sustainable budgeting while aligning the current lifestyle with goals and values.
Clients have a clear picture of how they spend their money every month. They use their budget to create short/long-term plans. They can set up recurring payments toward debt/savings, get direct with friends/family on their ability to spend on certain things, and have a plan in place for when life throws curve balls.
Clients learn how to leverage debt, get out of debt and remove the beliefs around debt that make them feel imprisoned. They become free from the burden of debt. They can save more, spend more and live more freely. By accomplishing this goal, they gain confidence, security, and a sense of pride.
SAVING GOALS AND IMPLEMENTATION
We support clients in setting up 6-12 month emergency funds. We organize their retirement strategy and get the experts to help them grow their retirement wealth. We teach them how to forecast and short-term plan for weddings, vacations, medical expenses, and life's big and sometimes unexpected moments. We give them the tools to invest independently and help them make passive wealth growth every month.
We support clients in positioning themselves in the best light to get promoted, ask for raises, and leave a job. We work with non-traditional workers in finding financial stability so they can pursue the gigs or opportunities they want to vs. chasing a paycheck. Clients build a career track that empowers them to work harder and smarter.
Clients earn more money for the remainder of their career by learning how to negotiate salary, benefits, time off, and work-life balance. Clients learn how to have better boundaries and feel empowered by their different roles.
SMALL BUSINESS COACHING WITH
BEYOND THE GREEN
BUSINESS PROFIT AND LOSS ANALYSIS
Our proven methodology makes your business profitable by analyzing your monthly expenses while saving for taxes and breaking down revenue. Understanding monthly expenses helps clients know the exact dollar amount they need to sustain the business. We begin by projecting income and trends by breaking down clients' revenue.
BUSINESS FINANCIAL SYSTEMS
You can focus on your zone of genius by getting the right systems in place to match your business needs. From credit cards to savings accounts, we advise you on the best systems while holding you accountable to set them up so that you can focus on what you love doing.
BUSINESS CREATION/ENTREPRENEUR START-UP
From inception to launch, we help clients build their business with a solid financial foundation and help clients focus on money-generating tasks and product development. By focusing on direct ROIs, clients earn more, gain more confidence, and start changing people's lives.
BUSINESS SIDE HUSTLE COACHING
We help clients save for taxes and assess if their side hustle is financially viable or an energy zap. We also forecast when their side hustle could be their full-time job.
One of our specialties is pulling out the strengths of our clients and helping them create products or services that could be profitable, scalable, and fun.
HOW WE STRUCTURE YOUR
RIGHT NOW, YOU PROBABLY FEEL...
I don't have enough time
You actually do have the time. With 1:1 coaching, we are able to work around your schedule. With 3 coaches to work with, one of them will be able to accommodate your availability.
1:1 coaching is too expensive
We offer a sliding payment scale based on income and debt. It's way more expensive to not know how to manage your finances, to rack up high interest debt and to not know how to save.
I could probably just read a book about all this, right?
Books are great, but coaching is personalized. There are a million resources out there that offer fantastic advice. But then you have to decide which advice is right for you, and where to get started, and what to focus on first.
MEET OUR FINANCIAL
Our Financial Freedom coaches help their clients with personal development, career support, salary negotiations, debt repayment and savings plans, historical expenses and budgeting. In addition to individual coaching, we also offer coaching for couples and small businesses/entrepreneurs.
AJ uses a unique method of personal development and strategic financial planning to help clients understand their financial reality and change their relationship with money. AJ believes that when you change your relationship with money you have the power to change all your relationships, period. Born in NYC, AJ currently lives in Washington, DC with her dog Luna and husband Brett who she met at sleepaway camp when she was 14!
Through a combo of personal finance education and deep inner work, Rachel helps her clients uproot beliefs about money that are holding them back from living a financially supportive life and implement sustainable financial systems to help them meet their goals. She especially loves working with artists and entrepreneurs, since she is one herself! Rachel currently lives in NYC and if you ever need a book rec, she's the Gemini to ask.
By tapping into her masters in Social Work, Leah is uniquely positioned to lead her clients down their own personalized and sometimes scary road to financial freedom. She helps clients manifest and actualize their own financial literacy, removing the shame, guilt and toxicity that comes with today's money culture. Leah lives in Los Angeles with her fiancé Shawn and dog Cookie, but spent the majority of her life in Boston and New York. When asked what coast is the best coast, she still doesn t know. Try to convince her otherwise.