A Discovery Call is the first step toward achieving financial freedom—and while it can feel intimidating, reaching out for help is a courageous decision. This call marks the beginning of your personalized financial journey, designed to help you take control of your future.

I’m here to guide you every step of the way. All it takes is that first step—contact me today, and let’s start building the future you deserve.

Call or text 540-422-0127 email me elizabethfinancialfreedom@gmail.com

Time Commitment: Typically 30 minutes.

During our call, I will:

• Contact you directly at the scheduled time.

• Gather basic information by asking questions about your financial situation, including income, expenses, savings, and debts.

• Identify your financial challenges and opportunities.

• Determine your marital status (single or married)

• Explore whether the Dave Ramsey plan aligns with your goals.

• Discuss what Financial Freedom looks like for you personally and how we can work toward it together.

Let’s take this important step toward creating a brighter financial future!

Free

Financial Freedom isn’t a one-time event—it’s a journey. In this session I am going to learn all about your journey.

Purpose of the Session
The goal of this session is to dive deep into your (or your couple's) financial habits, values, and goals. By exploring the finer details of your situation, we can develop tailored guidance and lay the groundwork for your journey toward financial freedom.

You can check out my Family’s Financial Journey in the ABOUT page on my website.

Time Commitment: Typically lasts 2 hours

This is by appointment only I will set up a date and time that works for you. We will meet at my office.

Purpose of the Session

• Understanding Your Unique Story

• Exploring Your Relationship with Money

• Identifying Challenges

• Exploring Goals and Dreams

Getting to know someone’s financial story is crucial because it provides the foundation for creating a personalized and effective financial plan.

Here's why:

• Understanding

Everyone’s financial situation is unique. By learning about their income, expenses, savings, debts, and financial habits, you can identify their current position and set realistic goals tailored to their circumstances.

• Identifying Strengths and Weaknesses

A financial story reveals areas where they excel (like saving diligently) and where they struggle (such as budgeting or managing debt). This insight helps address challenges and build on strengths.

• Aligning with Values and Goals

Money isn’t just about numbers—it’s deeply tied to values, priorities, and dreams. Understanding your financial story ensures that the plan we create reflects what truly matters to you, like family, security, freedom, or travel.

• Providing Tailored Advice

A one-size-fits-all approach rarely works in personal finance. Knowing your story allows me to offer specific, actionable guidance that fits your lifestyle, goals, and challenges.

• Addressing Emotional and Psychological Barriers

Money is often tied to emotions, such as fear, guilt, or shame. Understanding your relationship with money can help uncover these barriers and provide strategies to help you overcome them.

• Laying the Groundwork for Long-Term Success

In short, getting to know your financial story ensures me that your guidance is personalized, meaningful, and impactful, setting the stage for a successful partnership and a brighter financial future.

200.00

A coaching session is where we turn everything we’ve learned into actionable steps. Together, we’ll create a personalized financial plan that aligns with your goals and values.

This is by appointment only. I will set up a date and time that works for you. I try and keep these sessions at about an hour.

Remember this is a journey not a race. We are going to have to do more than one session depending on your situation.

Here’s what we’ll focus on:

• Building a Financial Plan: A clear roadmap tailored to your unique needs.

• Strengthening Communication: Learning how to effectively discuss money with your spouse to create a united financial approach.

• Establishing an Emergency Fund: Setting up a proper safety net for unexpected expenses.

• Creating a Budget That Works: Designing a budget that fits your lifestyle and helps you stay on track.

• Planning for Retirement: Learning how to invest wisely to secure your future.

• Saving for Your Children’s Education: Preparing for college expenses in a way that doesn’t derail your other goals.

• Paying Off Your Home Early: Strategies to reduce your mortgage timeline and save on interest.

• Building Wealth and Giving Back: Creating a legacy through smart wealth-building and intentional generosity.

A financial coaching session provides:

• A safe, judgment-free space to discuss your finances openly.

• Tailored advice that fits your unique needs.

• Practical tools and actionable steps to create lasting change.

• The confidence and knowledge to take control of your financial future.

• An accountability partner for your financial goals.

Whether you’re just starting out, looking to fix bad habits, or ready to start your generation wealth building. This step is so important because this is where we put it into action so you can achieve Financial Freedom!

100.00 per session.