1:1 Coaching program (3 mths) $199/ mth
Personalized coaching for financial planning
Service Description
Personalized Guidance, Lasting Results If you’re ready to make real, lasting changes to your finances, my 3-month 1:1 Coaching Program gives you the clarity, tools, and accountability you need to reach your goals. This program is perfect for anyone who wants personalized support—not just a generic plan. ----------------------------------------------------------------------------------------------------------------------------------------------- Program Overview Length: 3 months Meetings: 6 private sessions (45 minutes each) Format: Online via video call Support Between Sessions: Email check-ins and resources as needed ----------------------------------------------------------------------------------------------------------------------------------------------- What’s Included 1. Personalized Financial Roadmap We’ll start with a deep dive into your income, expenses, debts, savings, and goals. From there, I’ll create a custom plan that’s realistic for your lifestyle. 2. Six Focused Coaching Sessions Over the course of 3 months, we’ll meet every two weeks to track progress, make adjustments, and tackle any challenges that arise. 3. Budget Creation & Optimization I’ll help you design a budget that actually works—one that’s sustainable, not restrictive. 4. Debt Payoff & Savings Strategies Learn proven methods for eliminating debt faster and building savings with confidence. 5. Accountability & Support I’ll be your partner in this process—checking in, keeping you motivated, and helping you stay on track. ----------------------------------------------------------------------------------------------------------------------------------------------- Who This Program is For Educators who want to make the most of their salary and benefits Individuals or couples ready to take control of their finances Anyone who needs a step-by-step plan and ongoing guidance People tired of trying to figure it all out alone ----------------------------------------------------------------------------------------------------------------------------------------------- Benefits You’ll Walk Away With A clear, realistic financial plan A budget you can actually stick to Reduced money stress and increased confidence A proven strategy for paying off debt and building savings Better money habits that last well beyond our time together
Cancellation Policy
1. Program Description The Program includes: Three (3) months of coaching. Six (6) sessions, each 45 minutes, conducted virtually unless otherwise agreed. Personalized financial guidance, strategies, and resources tailored to educators. Coaching is educational in nature and does not replace licensed financial, legal, or tax advice. 2. Payment Terms Program fee: $199 per month (for 3 consecutive months). Payments are due monthly in advance through the payment method provided. Failure to make payment may result in suspension or termination of services. 3. Scheduling & Attendance Sessions must be scheduled within the 3-month program period. Client may reschedule a session with 24 hours’ notice. Sessions canceled with less notice may be forfeited. Unused sessions at the end of the 3-month period do not roll over or transfer. 4. Refund Policy All payments are non-refundable. If Client wishes to discontinue before the 3-month term ends, no refunds will be issued. In the event of an emergency or extenuating circumstance, Educator Wealth Solutions may, at its discretion, allow a credit toward future services. 5. Confidentiality All Client information shared during sessions will be kept strictly confidential by Educator Wealth Solutions, except as required by law. Client agrees not to share proprietary materials, worksheets, or tools provided by the Coach without permission. 6. Client Responsibilities Client agrees to actively participate, complete any action steps, and take responsibility for implementing strategies. Client acknowledges that results depend on their own effort, financial decisions, and circumstances. 7. No Guarantees Educator Wealth Solutions does not guarantee specific financial results, income levels, or outcomes. Coaching provides tools and strategies, but success depends on Client’s actions. 8. Limitation of Liability Client agrees that Educator Wealth Solutions shall not be liable for any damages, losses, or negative outcomes resulting from financial decisions made by the Client. Coaching is not a substitute for licensed professional financial, investment, or tax advice. 9. Termination Either party may terminate this Agreement with written notice. If terminated by the Client, payments already made are non-refundable. 10. Governing Law This Agreement shall be governed by and construed in accordance with the laws of the State of Georgia.
Contact Details
robbie@educatorwealthsolutions.com