You make a good income but for whatever reason it seems like there is nothing left at the end of each month.
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Where is it all going?
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This can be incredibly frustrating. A lack of financial margin can result in personal stress, marital stress, and even physical stress.
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We can help.
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Our financial coaches are committed to helping you develop a plan for tracking your cash flow, paying off debt, and putting sound financial principles in place that will help you move forward.
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YOUR FINANCIAL COACH
Jo in New York
"Great service for people who need some support to stay on-track financially. You get just the right amount of support. Treavor is really helpful and thorough. This service has definitely had a positive impact on my personal budgeting, saving, spending, and financial planing overall."
Kenny in Mississippi
"I was under and felt lost. Coaching was what I needed to pull myself up and stay on the right track. Pricing was right and a friendly guide helped me along the way. Highly recommend."
FAQ
WHAT IS MONTHLY FINANCIAL COACHING?
100% virtual financial coaching focused on setting up a system for tracking cash flow and then keeping you accountable to that system. Through our system we have seen people drastically increase financial margin and net assets. No group coaching calls- the meetings are one-on-one between you and the financial coach. The first month there will be several touch points to set up the system and then ongoing there will be at least monthly accountability to keep you moving forward.
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WHY ARE WE OBSESSED WITH FINANCIAL MARGIN?
While not required, financial margin may...
- Give you the confidence to start your own small business.
- Allow you to put aside financial worries to focus on marital harmony.
- Encourage increased generosity with those around you.
WHAT IS OUR STORY?
In 2017, Treavor started a traditional wealth management practice helping families intentionally use their financial margin to reach their goals. A large portion of American households though are living paycheck to paycheck with no financial margin. Monthly Financial Coaching was developed specifically to help six figure income households increase their monthly financial margin.
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WHAT IS YOUR FEE?
Our fee structure is very simple at $175 upfront and $59 per month. We do not sell products or receive any commissions. Therefore this fee is the only fee we receive.
We legitimately want to help. For this reason, you may request a full refund within 90 days of signing up for our services if you decide Monthly Financial Coaching is not a good fit for you. Also, the first call is free!
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WHY ARE YOUR FEES SO LOW?
We are focused solely on helping you set up a system for tracking cash flow and then keeping you accountable to that system. Think of it as financial coaching lite. It is lite on fees but big on impact. When is the last time you felt in control of your cash flow?