Financial Coaching

If you are ready to take the next step to reaching your financial goals, I'd love the opportunity to work with you one-on-one. There's no greater time than now to get financially clear and confident.

For Individuals

Individual sessions are customized to meet your personal needs and financial goals. Each session is 1-hour long and costs $85.

Step 1: Select a date and time for your session.

Step 2: Complete the financial questionnaire.

Step 3: Select ONE topic you wish to cover in depth.

Step 4: Submit your payment to reserve your session.

Step 5: Prepare for your private session.

*Topics for selection include: Building an Emergency Fund, Creating Multiple Streams of Income, Debt Elimination Strategy, Credit Repair Strategy, Investing in the Stock Market, Maximizing Your Retirement Account and Money Management.

For Couples

Couple sessions are customized to meet your family's needs and financial goals. Each session is 1-hour long and costs $110.

Step 1: Select a date and time for your session.

Step 2: Complete the financial questionnaire.

Step 3: Select ONE topic you wish to cover in depth.

Step 4: Submit your payment to reserve your session.

Step 5: Prepare for your private session.

*Topics for selection include: Improving Your Communication Style as a Couple, Building an Emergency Fund, Creating Multiple Streams of Income, Debt Elimination Strategy, Credit Repair Strategy, Investing in the Stock Market, Maximizing Your Retirement Account and Money Management.

ADDITIONAL PACKAGES

I need more sessions and more topics...

I get it, you need just a little more support! That's why my 5-session package may be the best option for you. After booking (and completing) your private session with me, you're then eligible to book my 5-session package. Additional topics for selection include:

College 529 Savings Plan, Real Estate Investing, Investing in the Stock Market Part II, Investing in Exchange Traded Funds (ETFs), How to Initiate a 401K/IRA Rollover and more.

BROWSE

ABOUT WEALTHLY

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Wealthly is here to help millennials and couples reach their personal financial goals through strategy, support and technology.

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CONNECT

latoya@wealthlyliving.com

New York, New York

(786) 553-2472

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