Ways We Can Work Together
One-on-One Coaching
Format: - Virtual
Couples Coaching
Format: - Virtual
Workshops/Seminars
Format: - Virtual and in-person
Coaching
Get Clear. Get Organized. Move Forward With Confidence.
Whether you are trying to get control of your spending, pay down debt, build savings, or simply create a financial plan that works for your life, Elevate YOU provides personalized, judgment-free coaching to help you understand where you are, define where you want to go, and take practical steps to get there.
YOUR OPTIONS AT A GLANCE
Choose the Support That Fits Your Journey
FINANCIAL ROADMAP SESSION™
Focused Clarity
Best for a specific financial concern or a clear next step.
1 Session
Approximately 90 Minutes
One-Time Support
FINANCIAL RESET PROGRAM™
Focused Progress
Best for building structure, healthier habits, and consistent progress.
3 Months
6 Coaching Sessions
Ongoing Support
FINANCIAL TRANSFORMATION PROGRAM™
Lasting Change
Best for deeper financial change and long-term accountability.
6 Months
12 Coaching Sessions
Comprehensive Support
Not sure which option fits? That’s exactly what your complimentary consultation is for.
Financial Roadmap Session
A focused, one-time virtual session designed to give you clarity, direction, and a practical plan for moving forward.
This session is ideal if you have a specific financial concern or would like professional guidance before deciding whether ongoing coaching is right for you.
Your session may include:
✓ A review of your current financial priorities
✓ Guidance with budgeting, cash flow, debt, or savings goals
✓ Identification of immediate action steps
✓ Personalized recommendations based on your situation
✓ A personalized written Financial Roadmap following your session
You will leave this session with greater clarity, practical next steps, and a personalized roadmap to move forward with confidence.
Best for: Individuals who need focused guidance and a clear financial roadmap.
Format: Virtual
Session Length: Approximately 90 minutes
Investment: $199
Financial Reset Program
A three-month virtual coaching experience designed to help you regain control, create a realistic plan, and build healthier financial habits.
This program is ideal if you need more than a one-time session and want structured guidance, accountability, and support as you work toward meaningful financial change.
Your program may include:
✓ Six virtual coaching sessions
✓ A personalized financial action plan
✓ Budget and cash flow guidance
✓ Debt reduction support
✓ Savings and financial goal planning
✓ Accountability between sessions
✓ Progress reviews and plan adjustments
✓ Branded worksheets, trackers, and coaching resources
Best for: Individuals or couples who are ready to make focused progress over three months and want consistent support along the way.
By the end of the program, you will have greater financial clarity, stronger money habits, and a practical plan you can continue using with confidence.
Format: Virtual
Program Length: 3 months
Session Frequency: Approximately every other week
Investment: $699
Payment plan available
Your program may include:
✓ Twelve virtual coaching sessions
✓ Personalized financial action plans
✓ Budget development and refinement
✓ Cash flow coaching
✓ Debt reduction strategies
✓ Savings and wealth-building habits
✓ Financial goal tracking
✓ Accountability and ongoing support
✓ Regular progress reviews
✓ Practical tools and coaching resources
Best for: Individuals or couples committed to long-term financial growth who value accountability, encouragement, and personalized coaching.
Results: By the end of the program, you'll have a sustainable financial system, healthier money habits, increased confidence, and the tools to continue making informed financial decisions for years to come.
Format: Virtual
Program Length: 6 months
Session Frequency: Approximately every other week
Investment: $1,299
Payment plan available
Financial Transformation Program
A six-month coaching experience for individuals and couples who are ready to create lasting financial change with ongoing guidance, accountability, and support.
This comprehensive program is designed for those who want to move beyond short-term improvements and build lifelong financial habits with a trusted coach by their side.
The difference is time to implement. Over six months, we will move beyond creating your financial plan and work together as you put it into practice, navigate real life challenges, refine what's working, and build habits designed to last beyond the program.
Couples Financial Coaching
Because building a stronger financial future is easier when you are working together.
Money can strengthen a relationship or become one of its greatest sources of stress.
Financial coaching provides a safe, judgment free environment where couples can improve communication around money, align their financial goals, and create a plan they both feel confident about
Together we'll work on topics such as:
✓ Creating a shared financial vision
✓ Creating a spending plan that works for both partners
✓ Building healthier conversations about money
✓ Reducing financial stress
✓ Setting shared savings goals
✓ Paying down debt together
✓ Building healthy financial habits
✓ Creating an action plan you both support
Best for: Couples who want to improve their financial partnership, strengthen communication, and work toward shared financial goals together.
Format: Virtual
Sessions: Customized to your needs
Investment: Discussed during your complimentary consultation
Financial Workshops & Seminars
Bring Practical Financial Education to Your Organization
Whether you are planning an employee wellness event, church seminar, community workshop, conference, or special event, Elevate YOU delivers practical, engaging financial education that empowers people to make confident financial decisions.
Topics May Include
✓ Money Made Simple (Personal Finance Fundamentals)
✓ Budget with Purpose
✓ Breaking Free from Debt
✓ Building Financial Confidence
✓ Smart Money Habits for Young Adults
✓ Financial Wellness in the Workplace
✓ Faith & Finances (Churches and Faith-Based Organizations)
✓ Preparing for Financial Freedom
Best For:
Businesses • Churches • Schools • Community Organizations • Conferences
Every Workshop Is Customized
No two organizations are exactly alike.
Each workshop is tailored to your audience, goals, time frame, and event format to ensure an engaging and practical experience that delivers real value.
Available: Virtual or In-Person
Length: Customized to your event
Audience Size: Small groups to large presentations
Investment: Based on event requirements
Let's Build the Right Workshop for Your Audience
Every organization has unique goals. Whether you are planning an employee wellness event, church seminar, conference, or community workshop, I will work with you to create a presentation that equips your audience with practical financial knowledge they can apply immediately.
