$250.00 USD

Every month

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The Financial Mastery Roadmap Membership

Stay Focused. Stay Accountable. Stay Supported.

You’re ready to take control of your finances, but you don’t want to do it alone. The Financial Roadmap Membership gives you structured support, expert coaching, and monthly accountability—A financial roadmap that keeps you on track, with a specialist in your corner whenever you need guidance.

What’s Included in Your Membership?

✅ Monthly 1:1 Private Coaching Call (60 minutes) – Personalized guidance on mindset, budgeting, debt repayment, savings, investing, career planning and boundaries.
✅ Unlimited Google Chat Support (24-48 hour response time) – Have a financial expert in your back pocket whenever questions arise. You don't have to ask your weird uncle for advice anymore 🤣.
✅ Access to the ‘Heal Your Relationship with Money’ Self-Paced Course – A structured step-by-step financial curriculum to help you stay on track.
✅ A Personalized Financial Plan – Work directly with your Specialists to tailor a financial roadmap designed around your goals and lifestyle.

*Membership also includes a 30-minute Welcome Call to get acquainted with our portal, meet your Specialists and learn best practices

📌 This membership is designed for individuals. If both partners want coaching, each must enroll in their own membership. You will share a Google Chat and attend monthly calls together. If you’re looking for a more hands-on experience, The Financial Roadmap Accelerator is a better fit for couples.

Pick your Specialists ➡️ BIOS HERE

In the box "Choose a Specialist," write in

1. Leah

2. Rachel

3. Suki

4. Help me pick a specialists 

Frequently Asked Questions

📌 Is this the right membership for me?
If you keep thinking, "I just wish I knew where to start," or "I hate going to my parents/partner/friend for money advice," or "I should be better with money, this is for you.

📌 How long is the commitment? 

We strongly recommend a 12-month commitment for lasting results, but the program is designed as a month-to-month membership. (see cancel anytime below)

📌 Can I cancel anytime?
Yes! This is a month-to-month membership. You can cancel at least 7 days before your next billing cycle to avoid being charged for the following month. However, you will lose access to the Heal Your Relationship With Money course if you cancel within 12 months.

📌 Can I roll over unused coaching calls?
No, coaching calls do not roll over. Each session is designed to keep you on track monthly—if you don’t use it, it expires at the end of your billing period.

📌 How do I schedule my coaching sessions?
After signing up, you’ll receive an email to choose your Specialists and a Calendly link to book your first session. You’ll also get monthly email reminders to schedule future calls.

📌 What happens if I miss a scheduled call?
You can reschedule or cancel your call at any time! However, missed calls without 24-hour notice incur a $60 late cancellation fee.

📌 Can I switch to The VIP Financial Freedom Club?
Yes! After 3 months in this membership, you can transition to VIP Financial Freedom Club for quarterly coaching and ongoing support.

📌 Can I book additional coaching sessions?
Yes! Members can book extra 1:1 sessions at the discounted rate of $160 per session.

📌 How does Google Chat support work?
Ask financial questions anytime via Google Chat, and your Specalists will respond within 24-48 hours (Monday-Friday).

📌 What can I use my monthly coaching session for?
💰 Fine-tuning your budget & cash flow
📈 Navigating investment strategy & retirement accounts
🏡 Preparing for homeownership or major financial decisions
🚀 Optimizing debt repayment plans & savings strategies
🛠 Overcoming financial stress & mindset challenges
🎯 Applying what you’re learning in HYRWMC to real-life financial situations

📌 Can I work with the same Specalists every month?
Yes! You will choose your Specialist at sign-up. If unsure, select “Help me pick a Specialist”, and we’ll match you with the best fit.

📌 Can I switch Specialists?
Yes! We check in monthly to ensure you’re aligned with your coach. If you’d like to switch, request it through your monthly progress survey or email hello@beyondthegreencoaching.com.

📌 What if I need more than one coaching session per month?
You can book additional sessions at a discounted rate of $160 per session.

Legal Disclaimer

By purchasing The Financial Roadmap Membership, you acknowledge and agree to the following terms: No Refunds or Transfers – All purchases are final. Membership fees are non-refundable, and mid-cycle cancellations do not receive a prorated refund. If you choose to cancel, your membership will remain active until the end of your billing period. Late Cancellation Policy – If you cancel a scheduled coaching call within less than 24 hours of your session, a $60 late cancellation fee will apply. Financial Guidance Disclaimer – Beyond The Green Coaching provides education and financial strategy services. We are not tax advisors, investment advisors, or legal professionals. Any financial decisions made after your session are your responsibility. For specific tax, legal, or investment advice, please consult a licensed professional. Coaching Limitations – The Financial Roadmap Membership provides monthly financial coaching and accountability, not full-time coaching or business consulting. Additional calls beyond the included sessions can be booked at the discounted member rate.

By proceeding with your purchase, you acknowledge that you have read and agree to these terms.

What People Are Saying:

Now, I can open my bank account and not be scared. I understand and feel better about my money and how I handle it. I have clear goals in the next 10 years. I have a plan and I can see my life growing comfortably now. I am much more confident in knowing how to continue to grow my wealth while paying the bills. Beyond the Green and Suki has healed my relationship with money, something I didn't know I really needed. Thank you for educating me and giving the tools to succeed and thrive!

Lisa D

The biggest breakthrough I experienced during coaching was first, understanding that budgeting is really connected to my confidence and how in control of my future I feel. Another big breakthrough was being instilled with a hustler attitude where I have a financial goal that I'm working toward, and I can think creatively about ways to get there. I no longer feel as trapped and much more capable in general. I now feel like I have control over how much I'm spending and on what by budgeting every month; I also can plan for short-term budget items, which I think is really useful. I have more confidence researching and finding more financial tools as the initial intimidation with how to deal with money is now gone.

L.N.

When I first decided to reach out to Rachel about working together through Beyond the Green Coaching, I had no idea what a positive, transformative experience was coming my way. Rachel was knowledgeable, supportive, motivating, and relatable and I can't thank her enough for the work she did with me over the past few months.

Natalie A.