(Best Financial Friends)

Summer BFFs

This is the summer you confidently take financial action towards your Big Financial Goals. But not alone, I’ll be alongside you as your BFF (Best Financial Friend).

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The Details

Throughout this summer, we’ll work through:

  • Financial Goal Clarity: We’ll work together to create a written goal that is clear, motivating, and memorable for you.

  • Financial Actions: We will create a system/process that works for you to identify actions, set milestones, and prioritize meaningful tasks.

  • Financial Block: We’ll work through what may be preventing you from doing the hard/big/clear actions.

  • Financial Celebrations: We will develop celebration plans for you as you hit specific milestones.

  • The time is yours in our three 60-minute 1:1 Sessions. We’ll focus on what’s most important to you: Financial Clarity, Actions, Blocks, or Celebrations. Really, it will be a mix of these!

  • Connect with and celebrate other program participants within this group in The Pledgettes Financial Community

  • You’ll receive three Self-Guided Workbooks focused on Financial Goal Clarity, Building Your Financial A-Team, and Financial Practice

  • You can message Jenn within the community if you have a question or a follow-up.

FAQs

  • The program is a one-time cost of $360.

  • The program starts now! And you can book your three sessions between tomorrow and Friday, August 30.

  • TL;DR. No.

    In 1:1 Sessions with me, we would work on Financial Clarity and Financial Confidence. What I support people with:

    - clarifying their Big Financial Goal…what do you really want from your financial journey and life

    - prioritizing different goals

    - creating a plan for having the knowledge, practice, and skills to achieve your goal

    - building confidence to have conversations with your Financial A-Team

    - strategies for building your Financial A-Team

    - strategies for receiving solicited (or unsolicited) advice to stay true to what’s important for you

    - decision-making processes on big financial choices

    - questions, ideas, and considerations for your financial journey.

    If you are looking for a tailored plan including specific investment strategies and recommendations to maximize your retirement accounts (401(k), 403(b), ROTH IRA, Traditional IRA, etc), you would want to work with a Financial Advisor.

    If you want some big-picture goal clarity and prioritization so you can have confident conversations with the right specialists, you’re in the right place a I look forward to working with you.

  • Yes! Schedule a free 30-minute call with me to see if we’re good fit and what path is the best for you - 1:1 sessions, PAL small group program, The Pledgettes community. Let’s talk about you and your goals.

  • I am a Certified Financial Education Instructor℠.

    There are a lot of money coaches, influencers, hot tips, "should"s, unsolicited advice, and noise in the personal finance space. And while I'm a fan of transparency and people sharing their experience, be aware that sharing experience is not giving advice.

    I sought out a certification program to validate the knowledge I have learned from my experience, learning from 100+ specialists we have hosted at Pledgettes events, listening podcasts, reading books, and learning from others' experiences.

    It was validating. I also learned different adult learning principles to add more value to our work together.