Money Coaching
Personal
Invest in yourself by getting organized and learning the steps to reach financial stability. Getting from where you are currently to where you want to be in the future shouldn’t be difficult with a financial plan in place. Learn to take control of your money and start living a stress free life.
We will:
- Set your short and long term financial goals
- Create and maintain a monthly spending plan
- Find what makes you happy and include in your budget
- Build habits that will keep you on track
- Find the right amount for your emergency fund
- Find ways to save money and lower expenses
- Build a plan to pay off debt faster
- Learn how to invest and start building wealth
- Plan for retirement
- How to save for and buy your first house or build your real estate portfolio
- Create a feeling of control and freedom with money
- Brainstorm ways to make extra money
- And anything else you’re looking to achieve!
Couples
Work together to create a healthy relationship with money. Planning a life you deserve with each individual needs and wants. Get financially organized and start making wise money decisions together.
We will:
- How to discuss and review both short- and long-term financial plans.
- Learn how to consistently talk about money
- Create individual and couple goals
- Track expenses and individual needs and wants
- Create and maintain a monthly spending plan
- Find what makes you happy and include in your budget
- Build habits that will keep you on track
- Find the right amount for your emergency fund
- Find ways to save money and lower expenses
- Build a plan to pay off debt faster
- Learn how to invest and start building wealth
- Plan for retirement
- How to save for and buy your first house or build your real estate portfolio
- Create a feeling of control and freedom with money
- Brainstorm ways to make extra money
- And anything else you’re looking to achieve!
Workplace
Bellwoods workplace money coaching program gives employees the tools and knowledge to take control of their financial potential so they can live stress free in and out of the workplace. Through interactive discussions and team building exercises, we help your employees learn how to better manage money and give them the keys to success.
What you will learn:
- How to build good money habits to improve your finances
- How to make financial goals and the steps needed to achieve them
- How to create and maintain a monthly spending plan (budget)
- How to get out and stay out of debt
- How to start investing and building wealth