Claim It Financials Services
Changing your financial future tomorrow by putting in the work today!
You have the power within you, I want to help you release it!
Claim It Financials' primary objective is to empower individuals and couples in taking charge of their financial well-being, transforming their spending and saving habits.
Rather than overwhelming you with penny-pinching advice, our approach is centered around aligning your values and aspirations, allowing you to truly claim ownership of your life. We'll collaborate to craft a customized plan and implement a system that offers clear insights into your financial habits.
Through our coaching, you'll acquire the knowledge and skills essential for efficient money management, fostering teamwork. I'll be your dedicated coach, motivator, accountability partner, and most enthusiastic supporter throughout this journey.
Money Vows Coaching Program
Welcome to the Money Vows Coaching Program, designed specifically for engaged and newlywed couples. Congratulations on this exciting journey with your significant other! Our program is dedicated to equipping you with the tools to navigate crucial financial discussions within your relationship, establish a solid financial plan for your family’s future, and steer clear of common financial pitfalls that often arises for couples.
What will you receive?
- Gain insight on how to manage your money as a couple and have healthy money conversations
- An understanding of your money mindset and how to best optimize it
- Clarity of the impacts your past, present, and future financial situations have
- A clear and customized plan that includes your individual and shared values and goals
What will we cover?
- Module 1: Money Personality & Story
- Module 2: Individual & Shared Values
- Module 3: Making Decisions as a Team
- Module 4: Envisioning the Future
- Module 5: Money Management
- Module 6: Your Money System
- Module 7: Financial Woes to Avoid
- Module 8: Money Dates
What can you you expect next?
- After completing the Money Vows Coaching Program, you will have the tools to conquer your financial journey together as you start this new chapter in your life!
- If additional support is desired, there'll be the option of continuing on in a new program or individual sessions.
Breakthrough Coaching Program
The Breakthrough Coaching Program is designed for couples already collaborating on their finances. Whether you’re striving to align your financial goals or navigating a significant life transition, our program is your pathway to success. We offer financial clarity, a well-defined plan for unified progress, and peace of mind for your journey.
What will you receive?
- Clarity around your current financial situation and future
- An understanding of your money mindset and how to best optimize it
- Peace and confidence in your finances and relationship
- A clear and customized plan that includes your individual and shared values and goals
What will we cover?
- Module 1: Money Personality & Story
- Module 2: Individual & Shared Values
- Module 3: Goal Setting
- Module 4: Money Management
- Module 5: Values-Based Budgeting
- Module 6: Sustaining & Maintaining
- Module 7: Building a Legacy
- Module 8: Money Dates
What can you expect next?
- After completing the Breakthrough Coaching Program, your relationship will go from financial overwhelm to financial clarity, peace, and freedom!
- If additional support is desired, there'll be the option of continuing on in a new program or with individual sessions.
Are You Ready to Claim Your Finances?
When you’re ready to CLAIM your finances, the journey begins! I’ll be your dedicated guide every step of the way as we establish effective habits and overcome unexpected life challenges. Throughout the program, we’ll tackle specific tasks designed to empower you with the knowledge and confidence to manage your finances as a team.