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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 #1
MY MONEY AUDIT
Where do you stand with your money? This is a checkup of where you’re at with your money.
with Lori Wilson, Your Money Coach
COACHING DETAILS
Are you wondering where your finances stand or have you been putting off reviewing your full financial life, now is the time to take action. The longer you wait, the more opportunities you might be missing to save, grow, and protect your money.
In our My Money Audit session, we’ll uncover what’s really happening with your finances by diving deep into six key areas and creating a Personalized Financial Blueprint.
YOU’LL WALK AWAY WITH:
1. Clarity on Your Financial Picture → A detailed look into your income, savings, debt, and investments, allowing you to see exactly where you stand.
2. A Personalized Financial Blueprint → A one-page overview of all your major financial categories, making it easy to identify steps for improvement and track your progress.
3. Immediate Action Steps → Practical recommendations tailored to help you strengthen your financial foundation and optimize your financial decisions moving forward.
Don’t let uncertainty hold you back, stop guessing and start seeing the full picture, spot areas for improvement, and start taking control of your financial future today.
TOPICS COVERED
No matter where you are financially, we’ll focus on building a comprehensive blueprint that includes six key areas:
1. Personal Information → We’ll gather the essential details to get an overall understanding of your personal and financial background. This gives us the starting point for assessing your needs and goals.
2. Household Income and Debt → We’ll examine your income streams and any outstanding debts, from credit cards to loans. This gives us a clear picture of your cash flow and any opportunities for managing or reducing debt.
3. Protection → Are you covered in the right ways? We’ll review up to 9 protection areas, including insurance (health, life, disability, home, etc.) as well as estate planning tools like wills and trusts. We’ll ensure you have the necessary safeguards in place to protect yourself and your family.
4. Savings → How is your money being saved and stored? We’ll go through savings accounts, checking accounts, CDs, retirement accounts, and more—up to 9 areas of savings. We’ll assess how efficiently your savings are working for you and spot opportunities to maximize returns.
5. Investments/Growth → What are you doing to grow your wealth? We’ll review up to 9 areas in the growth category, including stocks, bonds, ETFs, real estate, and other investments. This gives us insight into how your money is performing and whether there are growth opportunities you haven’t yet considered.
6. Full Personalized Financial Blueprint → Once we’ve reviewed each of these areas, we’ll put everything together to create a personalized financial blueprint. This one-page overview gives you clarity and insight into all the major financial categories, so you can easily see where you stand and what steps you can take to improve.
WHAT YOU GET
A Comprehensive Financial Overview → By the end of your My Money Audit, you’ll have a Personalized Financial Blueprint that gives you a complete view of your financial life in one place. This blueprint will highlight potential areas for improvement, savings opportunities, and investment growth. You’ll also be able to see all the major financial categories clearly laid out on one page, making it easier to make informed decisions about your future.
Ongoing Support → After completing your My Money Audit, I’ll be available for follow-up sessions to help you implement changes, monitor progress, and keep your financial health on track. Whether it’s small tweaks or major shifts, I’m here to help you stay focused on building your financial future.
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 coaching required. We'll discuss the best pricing strategy for you during our initial call together.
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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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