Our Services
Take charge of your financial journey with our personalized consultation services.
We aren’t advisors, we’re coaches. If you require in-depth investment strategies and comprehensive financial planning, a financial advisor may be your best bet. If you're looking to enhance your financial knowledge, come up with a gameplan for your unique situation, and develop better money habits by empowering you and centering around your goals, a financial coach will help you figure out how to go from “bark” to “bank!”
Individual consultations and financial e-book guides can be purchased in our “store.”
Comprehensive Financial Review & Budget Creation
We begin with an in-depth analysis of your current financial situation, including your unique income as a pet groomer, expenses, debts, and assets. This allows us to identify strengths and areas for improvement. Together, we’ll develop a customized budget that aligns with your lifestyle. This is how we tackle your gameplan!
Goal Setting & Establishing a Plan
Whether you’re planning for a major purchase like a home, conquering debt, saving for retirement, aspiring to start a business, or looking to build an emergency fund, we’ll help you set achievable financial goals and outline the steps to reach them based on your habits and behaviors - our plan is customized to making you successful
Ongoing Support and Reassessment
Financial planning is an ongoing process. We’ll schedule follow-up sessions to reassess your progress, make adjustments to your budget, and ensure you stay on track to meet your goals! Holding you accountable and having a support system is vital to your success
