The FI Woman
Financial Wellness Group or Private Sessions
Build financial wellness as a group or take personal action with private guidance.
For the Group:
The 12-30-60 MiNDHAC Financial Wellness Framework
Give the members of your group or organization a combination of 12 actions, 30 habits, and 60 money mindsets through an engaging presentation or interactive workshop.
Practical Actions,
Emotional & Mental Balance
Offers practical, real-world financial actions while addressing the emotional and mental aspects of money we all navigate.
Simple, Structured &
Easy to Tailor
Provides a structured framework that is easy to tailor to your organization and easily personalized by your members.
Supports Member Well-Being
Supports your members as part of your overall employee or member wellness program.
Personalized Coaching - Financial Wellness on Your Terms
Are you a mid- to senior-level professional ready to take control of your finances and build financial wellness on your terms? I work with select individuals on a six-month, 1:1 basis—guiding them on a personalized path to build wealth and financial wellness.
We will work together to define:
- Your life and money goals and how they intersect
- A spending, saving, and investing plan aligned with your goals
- Strategies for protecting your wealth and desired lifestyle
Your six-month private engagement includes:
- Flexible 1:1 sessions
- Ongoing support between sessions
- Resources tailored to your financial goals
- A complimentary progress review (3 or 6 months post engagement)
At the end of your six months together, you will have:
- A personalized financial roadmap that provides clarity and direction
- The knowledge and strategies to act with confidence
- Inner peace and confidence that come from knowing you are in control
Cost: $4,995
Clarity
Roadmap
Peace