Financial Clarity & Goal Setting Session

Financial Clarity & Goal Setting Session

$195.00
/
Shipping calculated at checkout.

Through Financial Clarity and Goal Setting, we will build your Financial Strategy.

In just one hour you'll gain financial clarity as we dive deep into your current financial status. We'll review your assets, liabilities, income, and expenses—and together, we'll create a personalized spending and saving plan. By the end of the session, you'll have:

  • Clear financial goals: We'll define your 6-month, 1-year, and 5-year Financial Goals.
  • Actionable steps: You'll walk away with concrete strategies to budget and save to meet your goals.
  • Boost your savings: We'll uncover areas where you're overspending so those funds can be reallocated to building your emergency fund and/or retirement accounts.
  • Aligned mindset: We'll address any fears or doubts holding you back, and help you develop the mindset needed to achieve your goals.

This session is perfect for anyone who wants to gain control over their finances, build a realistic plan, and set themselves up for long-term financial success.

How it works:

  • After purchasing, you'll receive your Session Instructions & Financial Clarity Document to prepare for our session.
  • The session will be held virtually via video call for your convenience.

Get the clarity and confidence you need to take charge of your financial future—book your session today!

-All orders ship within 5-7 business days from the day your order is placed (excluding weekends & holidays).

-We do NOT accept Returns/Exchanges; ALL purchases are FINAL

This site is protected by hCaptcha and the hCaptcha Privacy Policy and Terms of Service apply.

Customer Reviews

Based on 3 reviews
100%
(3)
0%
(0)
0%
(0)
0%
(0)
0%
(0)
T
Tyra

If you’ve ever felt stuck, ashamed, or overwhelmed by your finances — this is your sign to book the session. What she taught me has definitely helped me restructure my budget and manage money differently when my paycheck hits my account. It's the little things that I NEVER thought of that she has introduced me to that gave me an AHA MOMENT! I was sooooooooo nervous, but she is so good at disarming the nervousness so we can get to work!

A
Ashley

Coach CD is by far the best financial expert I’ve ever worked with! Her wealth-building sessions go beyond the surface — she not only provides clear, actionable but also challenges your mindset, helping you see money in a way you may have never considered before. Whether your previous limitations came from a lack of knowledge or simply not being taught, Coach CD meets you where you are and helps you grow from there.

Hands down, I’m a forever client!

S
Sarah

I’ve always been good at paying my bills on time, but I never took the time to actually lay out all of my expenses and look at my finances from a holistic perspective, that Coach C.D. taught during my session. This experience completely changed that for me.

I learned so much about where my money is really going and how to make it work for me. I’m genuinely excited to see the growth in my bank account now that I have a real plan in place.

I even added on the custom debt payoff plan, and let me tell you… I’ll be done paying off my car 7 months earlier than I originally expected! That alone is a game-changer.

If you’re on the fence — don’t be! She is THE TRUTH.
Her strategies work and she makes the process easy to understand and apply to real life.

Recently viewed