My Services

 
 

Healthy finances are all about our choices

Getting on the path to financial freedom isn’t easy but it starts with financial literacy and education. During my one-on-one consultation sessions, I’ll equip you with the most important financial knowledge and tools.

First, we’ll take an in-depth look at your spending habits, identifying patterns and uncovering any preconceptions you have around money. We’ll work together to pinpoint any financial obstacles or challenges standing in your way. Then we’ll come up with a game plan tailored to your specific needs, developing concrete steps and exercises to help you get your personal finances on track and accomplish your goals.

Here’s some of the things that will be available to you during a consultation:

  • My top financial do’s and don’ts, tips, and tricks

  • Tried and true financial strategies and systems

  • Goal development and takeaway assignments

  • Monthly bill tracker

  • Curated list of financial mobile apps and websites

  • Recommended list of bank services and savings accounts

  • Access to my personal money team for taxes, investments, and more

  • First-hand account of my personal financial mistakes and success stories

Consultation Session Price: $185

Additional Services:

  • Webinars

  • Ask Moi

  • MoiMoneyGoals Membership

Click the button below to find out what you can benefit from my services.

Built To Last Budgeting Membership
Built To Last Budgeting Membership
$350.00

A budget can seem overwhelming and it can be hard to stay consistent when faced with emergencies or unforeseen circumstances. Our membership program was designed to help you create a budget you can stick with, but also train you to rethink how you conduct budgeting.

For 9 Months You'll Receive:

  • Custom Budget Template

  • Monthly Bill Organizer

  • Money Dates (every payday)

  • Income/Expense Analysis

  • Smart Goals/Plan Of Action

  • Access To Moi Money Team Network *Tax/Business/Realtor/Brokers/Credit

Debt Overhaul Membership
Debt Overhaul Membership
$450.00

The amount of debt you owe may have grown overnight, but getting rid of it is more difficult. The past-due notices pile up, and you hope that you can get over this hump and get back on track to achieving your bigger goals. Joining this membership will let you take control of your debt repayment without breaking the bank and allow you to create a plan for the future.

For 3 Months You Receive:

  • Debt Repayment Plan

  • Debt Consolidation

  • Debt Analysis

  • Debt Payment Strategies

  • Healthy Debt Habits Plan

  • Monthly Check In (phone call)

This membership renews on a monthly basis.

 
Saving Galore Membership
Saving Galore Membership
$150.00

If you have some money goals such as increasing your savings for a rainy day, buying a new home or car, this membership is for you. It may seem like it is a gigantic goal to achieve, but together we can make it bite-sized tasks and help you achieve it over time.

For 6 Months You'll Receive:

  • Biweekly Accountability

  • Smart Savings Plan of Action

  • Monthly Budget/Finance Analysis

  • You Saved Your Money Now What Investment Plan

  • Money Growth Partners Guide

This membership renews every month.