4-Week Financial Reset Program

You want to feel confident about your finances, you want to pay off your debt, you want to start investing… but you’re just not sure where to start.

Welcome to the Fall Financial Reset: A four-week program that guides you through every aspect of your financial journey, from creating a realistic budget to investing for your age.

The details:

Weekly virtual, live coaching sessions taught by me, Crissi (a certified financial planner)

Each session includes a presentation, personalized goal-setting, and live Q&A

We’ll cover topics like debt, budgeting, investing, and retirement––and most importantly how to make the big $$ decisions during life milestones, like saving for a house or planning for a family

We’ll set weekly goals and establish check-ins via SMS

You’ll leave with:

A flexible budget (one that includes buying the new shoes)

A debt payoff strategy (and a timeline that feels good to you)

A personalized financial plan (including projected net worth)

A cheat sheet that defines intimidating financial lingo (IRA, HSA ETF…WTF!)

Plus: You’ll make your first investment (don’t worry, we’ll do it together)

Session dates:

Thursday November 2nd, 9th, 16th, 30th

1-2pm ET

The classes are best taken live as we believe this is how to get the most value out of the program! However, unforeseen circumstances do arise, so we record classes and can share them upon request. We also offer 1:1 makeup sessions upon request.

If you want to enroll in the program and need financial assistance to afford it, please email [email protected]

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