$197.00 USD

Debt Free Mom Coaching

Sit down with Carly for a 45 minute call about any personal finance topic you would like!

 The goal of these coaching calls is to come alongside you and talk through your biggest questions or frustrations. Whether you have been budgeting for years or have no budget all, we will focus on understanding the problem, brainstorming possible solutions that are realistic and fit your priorities, and end our time together creating action steps you can take right away.

Possible Topics:

  • big life changes: move, adding children, switching jobs, etc.
  • financial goals in order: saving, debt payoff, car replacement, home updates, etc.
  • relationship with money: spending habits, impulse purchases, fear around spending, etc.
  • budget logistics: share your budget with me and I can help improve how realistic, accurate, or efficient it is!
  • followup and accountability: If you've already done a custom budget before or you consistently use the DFM template, you can use these coaching calls for accountability and check-ins to review progress and keep you moving forward!

Important Note: We do not create a budget on these calls. Unlike Custom Budgets that take place either by email or on a video call, I do not setup a budget by pay period for you in these coaching calls. If you would like me to set up a Debt Free Mom Budget by Pay Period for you, here's the sign up for Custom Budgets.

Agenda:

  • ~5 minutes: You share your question or problem.
  • ~5 minutes: I ask clarifying questions or details to best understand.
  • ~20 minutes: We brainstorm solutions or plans together focusing on being both realistic and hopeful.
  • ~10 minutes: Together we solidify 2-3 action steps you can take following the call.
  • ~5 minutes: You can ask any final questions about the main topic or anything else!

The Process after you Purchase:

  •  You'll receive an email granting you access to your Debt Free Mom Portal account.
  • Inside the portal, you can see Carly's availability in the next 60 days and book your call.
  • When you book your date and time, you'll fill out a form letting Carly know what you'd like to discuss on the call.
  • Following the call, Carly will upload a video recording of your call to your DFM portal along with notes from the call and your action steps!

[TERMS AND CONDITIONS] Coaching call purchases are valid for 4 months from the date of purchase. You can reschedule anytime within that 4 month window without a fee. Coaching calls are non-refundable.