services
Budget Planning
Budget Planning will Consist of:
Income Analysis: A review of all sources of income, including salary, investments, and any other revenue streams.
Expense Analysis: A detailed analysis of all expenses, including fixed expenses such as rent or mortgage payments, utilities, insurance, and variable expenses such as entertainment, travel, and other discretionary spending.
Financial Goals: A discussion of short-term and long-term financial goals, such as saving for retirement, paying off debt, or building an emergency fund.
Budget Creation and Recommendations: Based on the analysis of income, expenses, and financial goals, a customized budget plan is developed to optimize cash flow, reduce debt, and increase savings.
Action Plan: A set of concrete steps to implement the budget plan, including tips for reducing expenses, increasing income, and tracking progress.
1:1 Coaching
Financial Coaching will consist of:
Unlimited Guidance and Support:
Financial coaching is not a one-time event, but an ongoing process. We will provide ongoing support to help the individual stay on track with their action plan and make adjustments as needed.
Financial Decision Support:
If life happens our coaches will be by your side to make those challenging and normally stressful financial choices a breeze. For example if you need help deciding how much you can afford when buying a new car, new house, or any major financial decision. We are here to help you with negotiations, creating a pros/cons list and even some tips and tricks to help you get the best deal or save money.
Resources :
Helpful tools, tips, and tricks for navigating your unique obstacles
Book Chris to Speak
Christopher’s public speaking engagements are designed to educate and inspire students and corporate audiences on various financial topics. Chris can deliver engaging presentations and workshops on topics such as budgeting, saving, investing, debt reduction, and retirement planning. His presentations are tailored to meet the specific needs and interests of our audience, and he uses real-life examples and interactive exercises to make our presentations both informative and enjoyable. His goal is to empower individuals and organizations with the knowledge and skills to make informed financial decisions and achieve financial success.
ONLINE COURSES (COMING SOON)
This program is designed to help individuals learn essential financial skills and strategies to achieve their financial goals. These courses are typically led by experienced financial coaches who provide personalized guidance and practical advice on topics such as budgeting, debt management, investing, and retirement planning. Through a combination of instructional videos, interactive exercises, and one-on-one coaching sessions, participants can gain the knowledge and confidence they need to take control of their finances and build a secure financial future.