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Financial Coaching

Phyllis Krieger

Financial Coach

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Tax Preparation

Reliable, affordable
tax preparation.
Half price dependent returns.
You're not just a number,
with us, it's personal.

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As your personal financial coach, I will work to guide and encourage you on the basics of your personal finances. I offer accountability and practical experience to help you get out of debt and save money for your future goals. My goal is to guide you to make wise financial decisions and secure a solid financial future.

30-minute consult – FREE

Schedule a 30-minute free consultation, virtually or phone call, to discuss your financial struggles and your hopes and dreams. At the end, we’ll determine if I am a good fit to help you achieve your financial goal.

 

Starter Plan – $99

45-minute virtual session to help you on your way to sort out and budget your finances. Includes figuring out your net worth, budget, income and expense reports.

 

Three Month Plan – $550

Over 7 hours of one-on-one time to make your financial hopes and dreams a reality. After review of your personal snapshot the sessions are broken into short sessions across 3 months to help you get a good start to your financial freedom.

Package Includes

  • Review current financial situation.
  • Customize a money management plan that works for you
  • Identify the causes of your debt and create a step-by-step plan to eliminate it.
  • Implement ways to improve your income.
  • Make a plan to save for a house, college and retirement.
  • Sessions can be done virtual or in person.
  • On-going Email support, get answers when you need them.

First Month 

2 hour session for complete financial analysis and 1 hour follow-up session with recommendations.

Second Month 

2 – 1-hour sessions to check your progress and discuss new financial records, updates and changes

Third  Month 

2 – 1-hour sessions to check your progress and make sure you are sure on your financial path.

 

Accountability and Growth Plan$100 a month for as long as you need

1 hour session a month (virtual or phone) for budget review to see if the budget level seems appropriate and you’re staying on track, or if additional adjustments need to be made to work through whatever life throws your way. Includes on-going Email support!

Consultation
Let's chat
$0
Free 30-minute confidential consultation
Discuss your financial struggles
See if my services are right for you
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Sign up
Starter
One Time
$99
Free 30-minute confidential consultation
45-minute consultation
Discuss your financial struggles
Figure out your financial goals
Calculate your net worth
Budget report
Income report
Expense report
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Sign Up
Three Month Package
90 days
$550
Free 30-minute confidential consultation
Discuss your financial struggles
Figure out your financial goals
Calculate your net worth
Create budget report
Create income report
Create expense report
Customized money management plan Identify causes of debt
Review current financial situation
On-going Email support
Create a step-by-step plan to eliminate debt
Implement ways to improve your income
Make a plan to save for a house, college and retirement
Sign Up

“The principles of the financial program helped me to see money in a different way. It took me from feelings of frustration and despair to those of control and peace. I recommend this program to everyone who is unhappy with their current financial situation. This helped my husband and me go from a tug of war regarding spending, to real conversations and planning.” – Christina F