services
πΈ Financial Coaching for Beginners
You are a personal finance beginner - you know there's a lot of things you "should" be doing, but you aren't sure where to start. π΅βπ«
Here's where I come in! I firmly believe you are the expert in you and I'm here to guide you.
We'll work together to focus on building your money mindset, creating healthy cash flow, and building wealth. πͺπ½ I'll help you cut through the noise and BS, targeting where you need to start.
π You can book 1 session, 2 sessions (10% off), or 4 sessions (15% off) at a time. After completing the payment, you'll be taken to a scheduling page and then we can set up any recurring meetings at the end of our first call.
*Not for folks with significant debt
Includes:
1 hour video session to improve your money mindset, work on the numbers, and create a wealth-building plan together π (obv more sessions if you book multiple at once)
Email and text support π©π½βπ»
Guided exercises, homework π
Get all of your questions answered, either directly or by connecting you to another resource! π§
Expert guidance - Gabbi is a Trauma of Money Certified Practitioner, Accredited Financial Counselor, and CERTIFIED FINANCIAL PLANNERβ’
Consulting Services
All consulting is priced specific to the time & work requested.
Financial Planning Recruitment - As a CERTIFIED FINANCIAL PLANNERβ’ who made the pivot from education to finance (and has worked at 6 different financial planning firms over my career), I am great at discerning who might be a great fit for your financial planning firm.
After making sure to really get to know you, your firm, and who you're looking for, I am available to help you screen & interview candidates.
Education and Training - I am a former middle school teacher with a Master's degree in Education, as well as experience as a Training Manager and Customer Education Specialist.
Whether you need help putting together an in-person or virtual onboarding experience for a customer or employee - I can help you get it together quickly and professionally!
Workshop Facilitation - One of my favorite things to do is attend conferences and workshops (I know, who says that?)! At UC Davis, I facilitated 1-2 workshops per week for the Center for Leadership Learning. Later, I became a teacher, and now I host workshops and create YouTube videos on personal finance.
If you're looking for someone to help you prepare for a presentation, build the presentation, or facilitate a workshop for you, I am available to support you :)
Β© That Makes Cents, LLC