Financial Discovery Process

 TRANSFORM YOUR FINANCIAL LIFE!!!

 

Women's History Month 2012Are you struggling to move forward in with your finances, even though you have the resources?

 

Are you frustrated because there is little to no savings and you do not know where your money is going?

 

Have you ever felt like there was “more month than money?”

 

Do you feel that you lack the skills to manage your own finances?

 

Are you feeling stuck in your finances and do not know where to turn?

Don’t worry, you are not alone!

No judgement, guilt, or shame here!

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Our Financial Discovery Planner TM is designed to meet you where you are. Whether you are a money novice or money savvy, we are here to guide you from confusion and chaos to clarity and confidence.  to GET FOCUSED,  GET ORGANIZED, AND TAKE ACTION.

 

A FinanciaI Discovery Planning Process is a proven system to:

    • Help you define your short term and long term financial goals

 

    • Analyze your current financial situation

 

    • Develop a financial action plan

 

    • Create a customized budget

 

    • Create a debt reduction strategy

 

    • Develop a savings strategy

 

    • Review and monitor your progress

 

    • Provide ongoing support and encouragement
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THE FINANCIAL DISCOVERY PROCESSTM

Our Coaching Programs are customized and supportive.   No cookie cutter process here!  Get hands on guidance and support.
1.  Gain clarity around what you need to move forward
2.  Identify the obstacles that has been in your way
3.  Prioritize some action steps
4.  Experience more control and confidence in your  financial life

 

GET ORGANIZED, GET FOCUSED, TAKE ACTION

 

It really will make a difference to TRANSFORM YOUR FINANCIAL FUTURE AND LIVE A LIFE OF FREEDOM AND PURPOSE!   

Contact Us today to Schedule Your Complimentary Financial Discovery Session to see if we are the right solution for you!

BudgetWise Financial
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“Samirian is extremely knowledgeable in the area of money management. Her coaching style and strategies have helped many improve their relationship with money, get out of debt and find financial freedom. She has a special talent to be encouraging, supportive and yet keep you accountable to achieve your goals and objectives.”

Glinda Bridgforth, Financial Coach, Author, Speaker
Financial Coach on the Oprah’s Debt Diet

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