Pathway to Financial Freedom Coaching
Service Description
Program Duration per participant is 2 Months. Coaching session to be scheduled within 1 week after workshop participation. All services provided will be virtual via Zoom. 1. Fundamentals to Building and Maintaining Good Credit Workshop – 1-1/2 hours. To cover tips and tools to acquire and maintain good credit history. 2. Budgeting for Success Workshop – 1-1/2 hours. To cover strategic methods to develop a budget for practicing good money habits to build wealth. 3. Post workshop one-on-one coaching – Total 2-1/2 hours. (Includes 1-hour initial session, 1- hour follow-up session and 1/2-hour program close session. The sessions will be scheduled in 30-day intervals.) The purpose is to take a deeper dive working with individuals on their personal financial goals beginning with an assessment to define what they want or need to improve on, developing a written action plan and setting goals for the plan to help establish accountability. Financial tools and other resources will be provided to assist them. Discussion on progress and additional plans of action will be implemented during the follow-up session if needed. The program close session will include discussion on program experience, accomplishments, and future paths towards financial freedom. Projected Outcome – Participants will learn the value of developing a budget and setting goals to accomplish good money habits and the keys to acquiring and keeping a good credit history. All are the key for long-term homeowner sustainability.