Personal Financial Plan
Customized One-On- One Coaching
1 month service (Initial consultation with feedback with steps to help reach your financial goals)
Complete a Financial Assessment Form For your customized a plan
There will be a brief bi-weekly check-in to keep you on track with your financial goals.
This service is for those who need a customized financial plan and encouragement to achieve their goals.
Your investment in the Personal Financial Plan will be $997 (there is a discount for current or recent students).
Want to work with the Financial Freedom Educator? Contact me at Thefinancialfreedomeducator@gmail.com. Let’s work together!
Hope for Your Financial Future.
“I would like to point out that Ms. Davis is thorough and very detailed with financial planning. In my financial analysis showed me several different methods in achieving my financial goals, which intel building my savings, a home purchase, prepping a financial future for my daughter, and learning more about investing. I would recommend her services to anyone who is looking for multiple ways to save, invest, inquire about stocks, etc. She is very professional and personable. This allows someone to be more open when it comes to there own finances, which can be a bit embarrassing at times, but her breakdown analysis allows you to see there’s hope for your financial future.”
- A.H Individual Client
“Too many people spend money they earned... to buy things they don’t want... to impress people they don’t like.”