› Ten 60 Min Coaching Calls (Live + Recorded)

› Wealth Coaching eCourse (Value $525)

› A fully organized + scalable system for both personal + business finances

› All tools, templates + resources needed

› QBO Start up +/or Clean up (Value $1,500)

› Personal Finance Coaching: Credit Score. Debt, Personal Budgeting, etc

› Implement a sustainable ongoing money management plan through learning a series of simple tools to feel like the BOSS of your money at all times.

› Customized plans for YOUR specific needs and Goals

What is Wealth Coaching?

This Wealth coaching program is a service designed to help Entrepreneurs build, manage, and grow their personal and business financial resources.

A wealth coach works with clients to set financial goals, create strategies for saving and investing, reduce debt, and develop a mindset that supports long-term financial success.

It’s not just about getting rich, but also about having a healthier relationship with money. A wealth coach can help clients identify their financial values, align their spending with those values, and work on habits and beliefs that will enable them to achieve financial independence or other personal wealth goals.


How do you Prepare for your Coaching Sessions?

Your Coach, Kaylee will prepare an agenda ahead of time tailored specifically to your needs. After your first assessment call, you will get a detailed outline of what this may entail.


What can I expect to gain from Wealth Coaching?

You can expect to gain clear financial goals, personalized financial plan, a workable budget, a clear debt plan payoff strategy, improved money mindset, a better understanding on how money works (including taxes, tax planning, investment strategies etc). The goal is to walk away from coaching feeling more informed, more clear, and more confident in your money journey with the goal to build more wealth.



Frequently Asked Questions


Can I get a refund if I'm unhappy with my purchase?

If you are unsatisfied with your coaching, reach out to us to see if your purchase is eligible for a refund. I'm flexible, should this not be a good fit we will find a solution.

How do I schedule my appointments?

Upon purchasing coaching, you'll receive further instructions on how to book a time for your appointment for the full 3 months in advance.

Can I purchase coaching more than once?

Absolutely! If you find yourself in need of coaching more than once, simply purchase the coaching again.