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PACKAGE DETAILS
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GETTING STARTED
AFTER you've been informed you will be coaching with Lori, you will be asked to share some information as to your current financial status/goals to help Lori get to know what you hope to get out of coaching with her.
COACHING PACKAGE #2
MONEY MAKEOVER
Take Charge Of Your Finances & Uncover Where Your Money Really Goes
with Lori Wilson, Your Money Coach
COACHING DETAILS
Are you ready to gain complete control over your finances? In this Money Makeover program, we’ll go beyond just budgeting and dive deep into all areas of your financial life. Using the comprehensive categories from My Money Audit as our guide, we’ll give you a clear picture of your financial foundation by analyzing income, lingering debt, hidden spending patterns, and financial protections.
Even if you've never created a budget, feel like bills are piling up, or find yourself spending without any control, it's time to confront the chaos head-on. We’ll uncover where your money really goes each month and also assess your existing insurance and asset protections, ensuring that you’re properly safeguarded. Together, we’ll create a step-by-step plan to eliminate chaos, build income, and turn financial stress into clarity and control.
You’ll Walk Away With:
- A Personalized Financial Blueprint ... We’ll create a detailed overview of your income, spending, debts, and protections, organized with clear, actionable steps. With this blueprint, you’ll know exactly where you stand and what actions to take to move forward.
- Strategies for Debt Reduction and Income Growth ... A practical approach to managing debt and growing income. Whether through career changes, side gigs, or smarter budgeting, you’ll learn cash flow strategies that free up money for savings and investments.
- Renewed Financial Confidence ... Understand your finances, protect what matters most, and make decisions with certainty. With these personalized insights, you’ll have the confidence to take on your financial future.
TOPICS COVERED
Using the categories from My Money Audit as our foundation, we’ll focus on essential areas of your financial life to ensure you have a clear, balanced plan:
1. Personal Financial Overview → Get a full snapshot of your financial health, starting with essential personal information. This includes examining your income streams, monthly obligations, and how you’re using credit.
2. Spending Patterns and Cash Flow → Discover where your money is going, pinpoint hidden spending, and establish a cash flow system. We’ll create an easy-to-follow budget that aligns your income, expenses, and goals, giving you a solid base for building savings.
3. Debt Management and Income Optimization → We’ll dive into any lingering debt and set realistic goals to eliminate it over time. Additionally, we’ll explore opportunities for income growth and strategies for putting more money toward what matters.
4. Financial Protections and Insurance Assessment → Are your assets and income protected? We’ll review your current insurance coverage—including health, life, disability, and property—to ensure you’re fully safeguarded. If any gaps are found, we’ll discuss options to strengthen your protections, providing peace of mind and a stronger financial foundation.
WHAT YOU GET
A Clear, Personalized Financial Blueprint → Your Money Makeover will result in a one-page plan tailored to your unique situation, showing where your money goes, opportunities to reduce debt, specific steps for income growth, and a review of your financial protections.
Clarity and Control Over Your Finances → By organizing your financial life, you’ll finally see where you stand and what adjustments will help you save, grow, and protect your money.
Ongoing Guidance and Support → As you start making these changes, I’ll be here to guide you. With regular check-ins and support, you’ll have everything you need to keep making progress and maintain control of your financial journey.
This isn’t another budget plan, it’s a complete financial makeover that reveals hidden spending, clarifies your financial foundation, and secures your future with the right protections in place. Let’s uncover the potential in your finances and start building the future you want.
DURATION / FORMAT
- TIME: Typically, a 1-hour initial consultation with ongoing sessions as needed to complete your personalized financial blueprint. We can usually complete the Personalized Financial Blueprint in two sessions.
- FORMAT: Sessions are conducted via Zoom for convenience, screen sharing, and collaboration.
- FEE: Coaching pricing is discussed based on your needs and the depth of coaching required. We'll discuss the best pricing strategy for you during our initial call together.
SOCIALIZE WITH LORI ON:
As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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