Powhatan Financial, LLC
One Year of Financial Coaching Retainer
One Year of Financial Coaching Retainer
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Over one year, we'll evaluate where you are on your financial journey, discover your objectives or challenges, and design a customized strategy to help you achieve your personal finance goals. You'll receive profound and transformative financial education, real-time personalized feedback, and the knowledge, encouragement, and accountability to execute the plan.
This includes the following for one year:
- 30-minute discovery call
- Up to 12 full coaching sessions, 1 hour each
- Direct access to my mobile phone number for quick questions (text or call)
- Unlimited email support
- A free copy of one of the best personal finance books ever written best suited for the current stage of your financial journey (hard copy, e-book, or audiobook)
As your Financial Coach, I will help you overcome whatever is holding you back from achieving financial freedom. Common coaching topics include:
| Personal finance education & literacy | Cash flow planning & budgeting |
| Getting out of debt | Handling debt collectors |
| Premarital financial coaching | Couples financial coaching |
| Building an emergency fund | Investing for wealth building & retirement |
| Maximizing your employer benefits | Saving for college |
| Estate planning & insurance | Buying and selling your home |
| Buying and selling your car | Negotiating higher compensation |
| Getting promoted/advancing your career | Increasing profit for your small business |
| Teaching kids the fundamentals of money | Handling an inheritance |
| Managing money after divorce | Spending & giving generously |
Book this transformative coaching program today and take your next step toward financial freedom.
Become debt-free. Build and preserve wealth. Achieve financial freedom.
