It all starts with a date.
A money date of course!
Start your financial journey by going on a money date with Rachel. Untangle your finances and identify your financial situation in this 60 minute session. This is the starting point for all work here at Prosperity.
Nervous about taking the plunge? Schedule a free 30 minute call with Rachel to see if financial coaching is right for you.
What Prosperity Offers
What’s your coaching structure?
Our coaching is broken into two phases after the Money Date. We call them Empowerment and Accountability. All coaching done through Prosperity is customized to a clients needs and situation because we believe personal finance is not a one size fits all issue. Clients are not required to book a minimum number of sessions or subscribe to any kind of membership to work with us.
What goes on in Empowerment?
Empowerment is about sharing the knowledge, skills and tools with you that allow you to make informed decisions for yourself. This phase will increase your financial literacy, but it’s not a strict financial literacy program, we try to be comprehensive and examine your relationship with money, identify your “why” and increase your financial awareness during this phase of coaching. Empowerment sessions cover things like debt, savings, spending, building a budget and goal setting.
What is Accountability about?
Our second phase, Accountability, is for clients who desire an ongoing coaching experience. Accountability clients typically meet monthly and review or debrief the prior month in the context of their finances. We check in on goals like debt payoff, building savings, or changing spending habits. Our clients love Accountability because we provide a mirror to honestly examine if a client is on the right track towards whatever they’re working on as well as a cheerleading squad to celebrate wins big and small.
Can I do one phase of coaching or do I have to commit to both?
Everything we do here is unique to each client. That said, it’s difficult to jump from a Money Date right into Accountability, we prefer to take you through the parts of Empowerment that suit your needs to ensure we’re speaking the same language and truly empower you to succeed in the long run. It’s not uncommon for clients to work with us through Empowerment and then go on their way. We don’t require a client to work with us for a minimum number of sessions or until they hit a financial milestone, we understand that each person sets out to accomplish different things with coaching and we are here to support you in the way you wish to be supported.