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IS TODAY THE DAY YOU DECIDE TO TRANSFORM YOUR FINANCIAL STORY?

Together, we can grab YOUR slice of financial independence!

You should feel empowered and confident in all your financial decisions from the day-to-day ones to the long-term goals. Let’s begin by …

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  • Building  a financial foundation 

  • Creating a plan to not only get rid of debt but build savings and net worth.

  • Replacing bad money habits with ones that build financial security.

Financial freedom is attainable for you- yes you single parent- and I want to help you get there.

COACHING PACKAGES

WITH MONICA

Initial Consult

30-MINUTE FREE INITIAL CONSULT

START HERE

 

This is an initial consultation to discuss your needs and how I can help. To do this, I initially collect some basic information and set up a brief 30-minute consultation where we determine if I am a fit for you. All conversations are confidential.

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FI BAKER

FOR THE SELF-STARTER

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If we are a match, we schedule a 1-hour session. There is some additional homework to ensure you get the most value from our session. 

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After the session, you will receive a Personal Financial Report including:

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  • a solid financial foundation (crust)

  • identified major financial pain points

  • identified areas to give you a raise

  • a custom recipe to address one financial pain point​

  • Annual Review 

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FI PASTRY CHEF

FOR THOSE THAT NEED AN ACCOUNTABILITIY PARTNER

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The FI Baking Class is just the beginning. To have a true transformation takes time to implement the plan. If you are looking for additional support this is the place to be.

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Here we continue the transformation by implementing your Personal Financial Plan and build on it to handle life’s curveballs.

 

We continue to meet quarterly to ensure you are on the path to FI and come away with

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  • a solid financial foundation (crust)

  • identified major pain points

  • identified areas to give you a raise

  • a custom recipe tackling major pain points plus…

  • recognized additional income streams

  • a custom financial growth plan 

  • your definition of retirement and when to take that step

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TESTIMONIALS

“I remember first working with Monica. She was so down to earth. I was embarrassed and fearful of what I didn’t know about how money worked. Monica immediately recognized how vulnerable I was and slowly walked me through learning about the unhealthy patterns I had created. We decided to focus on small changes. She knew that was all I could handle at the moment. I can tell she was truly concerned about where I wanted to be in life. No matter what your status is, Monica can help you see beyond your obstacles and realize you are worth it. I am very grateful to Monica for creating a safe place for me to learn.“

CARMEN, SINGLE MOM OF 1, 30'S

“Monica has helped me learn that no one should feel as if they are stuck, and their financial freedom lies in the hands of someone else. She teaches accountability, strength, confidence, knowledge, planning, and budgeting. I can honestly say that in my 39 years I have never felt things that were once financial burdens finally lifted off my shoulders and it’s a wonderful feeling being in control.  I have a heightened awareness of how I’m spending and comfortable with telling people, “no, that is not a good financial decision for me.”

RASHIDA, 30'S

“Monica Is a wealth of knowledge when it comes to prioritizing your finances and working towards financial freedom. I struggled with saving, having future plans, and knowing how my income was disbursed. 

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With Monica’s guidance, I can set S.M.A.R.T. goals, have “breathing room” in my financial life, and set realistic financial goals. Monica helped me gain the skills needed to have a bright financial future.“

AKEL, 30'S

“After working with Monica, I am feeling more confident and relaxed about how I spend my money and why. At this time in my life, it’s easy to lose track of where I’m spending and where to allocate it for my present and future goals. We walked through all my expenses and savings as well as my investments. As a woman in her 20’s I feel that having this coaching will help me in all my future endeavors and retirement.”

MEGAN, 20'S

On Our Way to Financial Freedom! Monica helped us identify the light at the end of the tunnel! I had just finished medical school with over $500k in student debt and chose to leave medicine for a non-clinical career. Julie was just starting a new career as well. We needed a realistic plan to approach our situation and Monica was there to help. We were nervous to meet at first because it forced us to look at the whole picture and remove the blinders. Monica quickly relieved the pressure by giving us perspective, allowing us to feel safe and understood. We discussed our goals in-depth, and she tailored her approach to fit our specific needs. She takes her time with you, and she’s genuinely passionate about helping. After our first meeting, Monica got right back to us with a tailored approach to be debt-free and to start building wealth. Her plan included multiple pathways to get there, and she supported us through the decision-making process. We started less than a year ago and we’ve already paid down a significant amount of debt and saved a lot of money on interest in the process. We’re much more confident in our financial future and excited to continue working with Monica as we continue to progress with the plan. We are forever grateful! “

JACKSON AND JULIA, MARRIED, 30S

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