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Stephanie Lauritsen, CFP ®️
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    • Financial Coach
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    • Schedule a call

Stephanie Lauritsen, CFP ®️

  • Home
  • Financial Coach
  • TESTIMONIALS
  • BLOG
  • RESOURCES
  • Schedule a call
Schedule a call with steph

WHY A FINANCIAL COACH?

Are you looking to reach a specific goal?  

Wondering if you are on the right track with your finances?  

Living paycheck to paycheck with overwhelming debt?  

Or, maybe you're somewhere in between.  


Regardless of where you are now, I can audit your current finances, work with you to define your goals and values and then put together a realistic plan to help you reach financial freedom, whatever that definition is for you.  When you don't feel well, you go to a doctor.  When you want to get in shape, you buy a gym membership.  When your money isn't doing for you what you want it to, it's time to hire a financial coach, and I'm your gal.  

THE STEPS

1. Let's chat! No strings attached...

Schedule a no obligation call with me to discuss your financial concerns.   I'll ask you some questions and you'll ask me some questions.  I'll be honest and tell you if I think I can help.  You'll have a clear understanding of what to expect if we move forward working together.  

2. Homework.

Once we commit to working with one another, I'll give you homework to complete.  Taking inventory of your financial life, along with defining your values and goals will allow us to make a plan unique to you.   

3. The Clarity Call.

After I've reviewed your homework, we'll talk again to make sure I understand where you have been financially, where you are today and where you want to go.  Clarifying your needs and wishes is crucial to building a plan that will actually work.   

4. The Plan Meeting.

I'll present your plan in a face to face meeting (or Zoom if that's your preference).  We'll hash out the details, break everything down into manageable steps and discuss the obstacles you may face along the way.  I'll show you how to track your progress so you can be motivated by even small successes and celebrate on the way to reaching your biggest financial (and life) goals.   

5. Bonus Month of Coaching.

Once we've gone through your plan and I've given you the tools you need to succeed, you'll still have access to me for a full month.  As your coach, we'll have scheduled check-ins to ensure you are sticking to the plan, discuss challenges that arise and make adjustments as needed.    

6. Ongoing Coach or ready to fly solo?

Now's the time to decide if you want to take the map and go, or keep me on as an accountability partner, your coach, your co-pilot.  As your coach you'll have access to me for questions, concerns and advice, scheduled check-ins and first dibs to any additional content and workshops.  Plus, you can cancel the monthly coaching program at any time.    

PACKAGES & PRICING

"The Plan" Package

"The Plan Package" + Ongoing Coaching

"The Plan Package" + Ongoing Coaching

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$250 for steps 1-5

* includes Bonus Month of Coaching!

"The Plan Package" + Ongoing Coaching

"The Plan Package" + Ongoing Coaching

"The Plan Package" + Ongoing Coaching

$250 plus monthly fee for ongoing coaching

The best part is you can decide after we finish up "The Plan" 


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