Money Management Plan for Military and Veteran Families

When you sign up for a consultation, I’ll ask you a few questions to help me prepare for the discussion. Then you’ll get an email from me explaining what to expect from that call.

Once you sign up for my program, I’ll send you a short checklist of what to do before our first coaching session. This includes a few legal documents describing my process and terms and instructions to gather some key information to prepare for our first session. 

Have you dreamed about life with less debt?

The first coaching session starts by talking about where you are now and where you want to go. We’ll talk about your future dreams for your family and what you want that to look like. Once you identify your family’s goals, we’ll work together to get you on a plan to reach those goals.

How will it feel to get control of your money? 

The first 3 coaching sessions, the Budget Commander Course, are designed to create a Money Management Plan. We start by talking about your goals and vision to establish what you’re working towards. To make your money work towards your goals, you must first know where your money is going. That’s why we take a deep dive into your recent spending to create a cash flow plan. Finally, we’ll set up custom reports to help you monitor your progress, identifying what feedback you need to track and adjust your cash flow and savings. 

Stay on Track towards Your Goals 

Once you complete the initial Budget Commander Course, you have the option to transition to the Graduate program, where you manage your plan on your own, or to the Money Commander program with accountability support and quarterly coaching sessions. These quarterly coaching sessions will cover your specific money challenges and specialty topics to help keep you on track to reach your goals. Over time, you’ll establish new money management habits so you can execute and monitor your plan without my help.