Journey 1 — Relationship with money

You deserve to be financially free just as much as anyone else.

Focusing on Meeting Your Needs

01 — Debt Management Program

Receive a free 30 day debt freedom course taught by WizeFi CEO. This course is designed to help you get yourself out of debt, but if you want more, you can sign up to work with me one-on-one as you work through your management plan.

02 — Repair Your Credit

Did you just apply for financing on a major purchase only to learn that you don’t qualify, or if you did, the interest is so high that it was not worth purchasing right now due to your credit score? Sign up for this 6-month credit repair coaching program to get your credit in optimal shape. Most clients report having increased their scores by 30 points in just 3 months!

03 — Financial Freedom

You just realized that you are sick and tired of depending on your paycheck from a job that is keeping you from spending time doing what you actually love, like traveling, working on passion projects, or just having more time back with your family. This customized program helps you discover what financial freedom needs to look like for you and how you can get there.

04 — Budgeting Bootcamp

Living on a budget sounds limiting and controlling, but in reality, living on a budget gives you control of your money. Sign-up for the budgeting bootcamp group coaching program to find similar goal-oriented people working toward living below their means to achieve their goals. We use a Goals-Based Budget. Learn practical financial literacy to help you fall in line with your finances.

Accountability Programs require a complimentary 20-min session, to make sure it’s a good fit.

I’m Interested in an accountability program: Start Here

On-Going Accountability

This program is everything in the individual or couple plan, with monthly budget check-ins, unlimited email access, and quarterly reviews. Shared access to spending reports, progress tracking and much more!
Ideal for people who need more support with budgeting, saving goals, salary negotiation, retirement projections, debt management, credit repair, investing, and much more.
3-Month Individual Plan

Fully customized to you 16+ page financial plan.
One-Hour Discovery Session (I’ll obtain your financial information ahead of time so we can hit the ground running)
One-Hour Financial Plan Presentation
One 30-Min Half-Way Session
One-Hour Final Review
On-Going Accountability for Couples

Similar to the accountability program for one person, but for partners, couples and people with shared finances.
3-Month Couples Plan

Similar to the individual plan, but for two people with combined finances.
Ideal for newlyweds, couples who are in the process of combining finances, couples who struggle with seeing eye to eye, or couples who just want to be on the same financial wave-length with each other.
(Two retirement projections, two sets of goals.)
Students and Ad-Hoc Sessions

This is a one-time (one-hour) meeting to go over your current financial situation.
We will begin the session by discussing your current financial status, discuss a few immediate goals, this will help tailor the session to your specific needs.
To review the current financial status, we will discuss your current income, expenses, debts, and savings. To help make your session most productive, please come prepared with specific balances and dollar amounts for each item.
We will discuss spending habits, financial obligations, and any existing budgeting strategies you may have in place.
Together, we will create a realistic goals-based budget. This involves allocating income towards various goals, followed by your typical categories such as housing, transportation, groceries, utilities, entertainment, and other immediate needs.
I will ensure to answer as many questions possible within the allotted time booked and provide relevant resources discussed during our session.
This session includes a one page custom budget in PDF format.
Promo Codes Not Accepted With This Offer

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