This program uses all 7 steps of The Financial Freedom Foundational System to help you take back control of your finances and understand your financial reality so that you can begin to purposely plan your own financial future while learning streamlined and effective financial skills and techniques that will eliminate financial overwhelm while giving you more financial stability and a more proactive and positive outlook on your money!!
This 9-month program is perfect for YOU if:
- You are a successful individual or couple who is sick and tired of worrying about money and are ready to open your eyes and begin empowering yourself financially;
- You feel stressed out whenever you think about your finances, and it distracts you from performing at your best in other areas of your life (i.e. work, relationships, etc.);
- You are tired of feeling overwhelmed when it comes to your money, and instead you want to learn how to be proactive and powerful;
- You have a “pay now, worry later” mentality that results in a sinking feeling in the pit of your stomach at the end of each month (usually when you open your credit card statement);
- You want to stop what feels like the non-stop assault on your cash flow from unexpected and non-recurring expenses;
- You know the way you’re doing things now is costing you financial peace, but you don’t know just how much it is costing you and you need to know once and for all;
- You are willing to face your financial truth as it currently stands and are ready to begin living a more financially conscious life (even if you’re scared to do so);
- You want to intentionally design a financial plan that allows you to pay down debt and save for the future while living a life full of choice that is focused on what really matters to you;
- You want to build a level of routine into your financial life that simplifies how you manage your money and builds financial stability;
- You want to learn new and empowering financial habits that you can use for the rest of your life;
- You want to change (for the better) how you leverage your financial resources and not waste any more time trying to figure it out on your own;
- You are coachable (meaning that you take advice that you are paying to get without excuses), are willing to receive feedback, and are willing to show up to your sessions with an open mind;
- You are ready to stop worrying when it comes to your money, and instead you want to take a brave new step forward toward living in a financially proactive and independent way that allows for choice in all aspects of your life.
This program will help you to:
- Stop worrying about what might be happening with your money, and instead learn the truth;
- Understand your “money map” – where your money is coming from & where your money is going;
- Discover how you can be keeping more of the money you make;
- Develop a financial “snapshot” of your finances by leveraging easy-to-use and easy-to-follow tools;
- Start reducing financial overwhelm and stress, and shift toward financial independence and success;
- Intentionally develop a financial plan that allows you to manage your existing commitments (i.e. debt, living expenses), save for the future, and truly reconnect with what you value most;
- Implement routine in your financial affairs by learning about the timing and flow of your financial transactions and automating your finances;
- Gain a solid understanding of how your financial past is impacting your financial future and proactively make changes for a stronger financial foundation;
- Stabilize your cash flow by planning in advance for unexpected and non-recurring expenses;
- Learn how to adjust your savings and spending plan for significant cash flow fluctuations (i.e. loss of income, growth in income, sudden cash windfall, etc.);
- Incorporate key financial habits into your everyday routine for a financially independent life;
- Leverage the experience of an expert to understand your financial opportunities and challenges;
- Sleep better at night knowing you are taking charge of your financial future;
- Consciously choose financial independence as your new path and begin making more informed and more proactive choices with your money.
How we work together during the “Fast Track to Financial Freedom” program:
- 9 live 1-on-1 coaching sessions with Beth, where you will use all 7 steps of Beth’s Financial Freedom Foundational System to understand your current finances, to create a new financial plan, to develop a more positive outlook on money, and to help you learn the streamlined and proven techniques and habits to build financial stability in your life. These sessions will provide you with focused and undivided attention, and you will learn new content and information on each of the 7 steps, celebrate your successes, and create financial breakthroughs!
- 6 laser coaching calls (15 minutes each) to use throughout your program to support you in taking financial action and to address any urgent issues as they arise.
- Pre-Session “Fast Track to Financial Freedom” Worksheets – In order to help you get the most out of your coaching sessions, you’ll begin compiling your financial information prior to your program, with specifically-tailored assignments in between coaching sessions. You will send this information to Beth in advance of your sessions, as requested, for her review and expert analysis.
- “Done-for-you” Templates, Checklists, and Worksheets – Documenting your finances is simple, fast, and easy when you use easy-to-follow tools!
- Clear Action Steps that you can take to immediately improve your finances and begin taking charge of your money once and for all.
- Unlimited email support throughout your program to support you in taking financial action!
BONUSES you’ll receive (over $1,000 in value!!!):
- BONUS: “Clearing Money Clutter” call – Before we even meet for your first session, you’ll have access to specific tips on how you can start to get financially organized and uncluttered ASAP.
- BONUS: 2-hour Financial Dream Session– This 2-hour session is designed to identify how your financial mindset may be holding you back, and also to reconnect you with what your priorities are in your life. With these additional insights gathered prior to the start of your coaching program, designing a financial plan that aligns with what is important to you in your life is much easier!
- BONUS: 60-minute Implementation Coaching Session – During this session, we’ll focus on any questions that arise as you are implementing your action steps after your program is complete. (Note: This call is typically scheduled about 6-8 weeks after your final coaching session.)
- BONUS: MP3 audio recordings of your coaching sessions – Your sessions will be recorded and you’ll have the ability to download and conveniently refer back to them at any time.
- BONUS: 3 of my favorite personal finance books – If you’re looking for fantastic resources to get yourself motivated, these books will most definitely do the trick (and don’t worry, you don’t have to be an financial expert to understand the information being shared).
My Guarantee to You:
I invite you to register for this “Fast Track to Financial Freedom” Program with complete confidence, and join me for 9 months that will revolutionize your financial perspective once and for all. You will walk away with a clear understanding of your key current financial opportunities and challenges; a new financial plan to use as your guide on the path to financial independence; a more positive outlook on money; a sense of financial peace; and newly-found financial habits and skills to stabilize and support you for the rest of your life!
If for any reason you are not thrilled with this program, just let me know by the end of the second coaching session and I will take the time to understand what I need to do to exceed your expectations. If we are not able to come to mutually agreeable terms on how I can exceed your expectations, I will issue you a pro-rata refund for the remainder of your program. Additionally, I will help you map out a detailed plan to recover the FULL value of your investment in this program by decreasing expenses (current and future expenses), increasing savings, increasing earnings or a combination of any of these methods!
I am committed to YOU and YOUR success – no matter what! I am passionate about coaching you OUT of financial overwhelm and putting you ON the road to financial independence….and so the only question left is, will you join me on the path to financial success?
Beth Marshall, CPA, MBA