You want financial peace of mind. It’s that simple.
My mission is to get you there.
Finance Fundamentals is my 3 month signature money coaching program.
It breaks down all that you need to know about personal finance with six easy modules. Here’s how.
Module 1: Get Clear on your Money Map
Figure out where you stand with your spending, debt, savings, and retirement. We’ll go through spending exercises together so you can spend more on the things you love. Get clear on where you are so we know how to get you to where you want to go!
Module 2: Articulate your Goals
What do you want to prioritize in your life? Explore exercises to help shift out the “shoulds” and uncover the life you want to lead. As Mary Oliver says, “what is it you plan to do with your one wild and precious life?” You’ll make values-based goals and break them down into specific and actionable steps so you’re already on your way to achieving them.
Module 3: Understand Retirement and Investing Fundamentals
Want investing to feel more accessible and attainable? I’ve got you! After this module you’ll be more comfortable navigating the investment waters and have the investing fundamentals down. Goodbye patronizing advisors and confusing financial jargon, hello confidence!
Module 4: Arrive at Automation Station
By this step you’ll know where you’re going and where you want to go. Let’s make it easy by automating! Want to boost your retirement contributions? Set aside money for that romantic getaway? Together we will automate concrete contributions towards these goals so you can have your money working for you every step of the way.
Module 5: Conquer your Credit
Credit scores matter! If you want to take out any kind of debt, higher credit scores can get you lower interest rates and save hundreds of thousands of dollars over the lifetime of a loan. But it can be daunting to tackle the ins and outs on your own. Learn how to improve your score and review your credit reports stress-free.
Module 6: Accountability and Action!
Building on previous sessions, you will receive a personalized action plan that reflects your financial wellness path. We’ll tackle and complete items on your action plan and you’ll receive guidance to stick to key changes and keep up the momentum.
Financial wellness is a journey, not a destination; these closing sessions will set you up for long-term success to hone in on the skills you learned, build on positive habits, and stay accountable to yourself, your vision, and your goals.
The Finance Fundamentals package breakdown:
3 months
6 modules
9 (one hour-long) sessions
Unlimited email support
Individual coaching and cheerleading
Proven Results
Ready to ace financial adulting?
Join the waitlist for Fall 2023.
*Note: All sessions are virtual.
“Working with Ariel was a positive and encouraging experience. I felt safe to push myself to engage directly with concepts and ideas that I had previously overlooked and avoided.
I am grateful to Ariel for her sensitivity, warmth, and inviting nature, and the way that she catered and co-developed strategic solutions with me related to my specific family situation, background, and career experience.
I have experienced more confidence [...] as though a weight has been lifted. Working with Ariel has had a lasting impact on helping me to [apply] key financial principles and take control of my financial health!
[She] helped me to change my life during such a critical inflection point!”
““Because of Ariel, I’ve moved toward a sense of control and pride for the incremental changes I am making. I thought financial freedom had to mean rigid cost-cutting and huge sums of money in the bank. Our work together totally shifted my perspective.””
Want more?
Graduates of the Finance Fundamentals coaching program can get access to Finance Fundamentals PLUS, an additional 6 session coaching package. Finance Fundamentals PLUS features 6 hour-long coaching sessions to answer all of your questions, troubleshoot as things come up, and keep you on track towards your financial goals.
Here’s how it works. After you graduate from Finance Fundamentals, we’ll spend 3 additional months together (6 months total) to hone in on the skills you learned and continue building on positive habits. Perfect for those that want extra guidance to stick to key changes and keep up the momentum!