1-1 Coaching
My 1-1 coaching program will provide you with personalized and in-depth guidance through clear and actionable steps designed to transform your relationship with money. We’ll work to uncover the blind spots in your finances, eliminate what isn’t working, and implement a strategy that’s designed to work for you.
During our coaching sessions, we’ll discuss
- Past and current spending habits
- What financial stability and freedom looks like for you
- Your short-term and long-term financial goals
- Opportunities to pay off debt and increase your savings and net worth
Together, we’ll work to help you build a personalized strategy so that you’ll learn how to:
- Maximize your income and make your money work for you
- Build a savings and investing plan that aligns with your goals
- Grow your wealth while still enjoying life
My 90-day program includes
I collaborate with clients to develop a clear, actionable plan that empowers them to achieve their goals.
Coaching
One 2-hour session where we’ll review your current financial situation, discuss your goals, start designing a strategy and answer all of your questions followed by seven 1-hour sessions.
Strategy
During the seven 1-hour sessions we’ll implement the strategy and monitor the steps needed to help you reach your goals. I’ll provide guidance and support on your decisions to help you stay on track.
Accountability
I’ll provide personalized coaching to “keep tabs” on your progress. This will include additional coaching support via phone or email.
Benefits of Working With GWFS
- Feel Confident About Your Money Decisions
- Find Balance Between Living for Today and Saving for the Future
- Not Just Survive...but Thrive in the Life That You Want
- Live Abundantly and Pursue the Passion You've Neglected
- Live Peacefully and Stress Free in Your Finances
- Save Time, Save Money, Live Better
For the past several years when I filed my taxes, I ended up paying more and more to the federal government. Feeling frustrated with these increasing tax bills, I was researching online how I can reduce my taxable income. I didn’t want to hire a financial advisor because I wasn’t interested in any financial products or services, just some tips on how to reduce my taxes. My college friend told me about financial coaches and thought I could benefit from working with one, so she introduced me to Will. After meeting with Will several times, he helped me understand why I was paying more and taught me several ways on how to reduce my tax bill. As a bonus, he even taught me how I should manage the extra money I was saving on my taxes so that I could increase my net worth!
~ Evelyn H, IT Specialist, Richmond, VA
