Financial CARE Packages

Financial Resilience Coaching 

Now is the best time to organize your financial life so you can feel at peace with your life goals and confident about your future.

If you are a busy professional committed to embarking on a unique journey of exploration regarding how your values and passion align with your personal finances, this program is for you.  Our 6-Month Financial Resilience coaching package helps you feel more abundant by showing you a path forward to financial freedom. 

We explore all areas of your financial life—your career and income potential, spending, savings prioritization, debt reduction and elimination, retirement readiness and goals, satisfaction and knowledge of your investments, ability to protect you and your family in the event of an unexpected circumstance, and finally, your legacy intentions. We will educate you and address any money “saboteurs” along the way that prevent you from realizing your full financial potential. 

The result—a clear confident path for building abundance in all areas of your life.

This 6-month program includes 12 coaching session (two 50-minute private coaching sessions a month)  where we will embark on the following:

• Review your “Financial Wheel of Life” and determine top 2-3 areas of focus; develop a theme for the next 6 months based on your focus
• Explore your core values and life purpose 
• Develop a spending plan that aligns with your core values and purpose
• Evaluate any money"saboteurs" or negative money scripts 
• Review your Stanford Positive Intelligence Saboteur Assessment and train you to shift from your “money saboteur” to your “money sage”
• If applicable, develop a debt snowball reduction and elimination plan
• Review your risk mitigation plan to determine if you have any vulnerabilities that need to be addressed 
• Explore retirement goals and create a vision for you “re-desirement” *
• Evaluate where you are relative to where you should be regarding your retirement savings and identify corrective action if needed 
• Explore satisfaction surrounding your investments and ensure you are clear on what you are invested in as well as the embedded risk or potential volatility in your portfolio. 
• Create accountability measures and an action plan for the above
• Refer you the appropriate financial and legal professionals to get any action items addressed
• Finish up with a final meeting to review your financial progress report and “Financial Resilience” report

*Your satisfaction is guaranteed: If you show up and do the work and still don’t feel clarity and ease with your financial life we will refund your money.

The cost for this intensive 6-month program is:

Individuals:  $500 a month 

2 for 1 deal:  Couples $500 a month

Want your spouse to go through financial coaching process with you? We are currently waiving our additional fee for adding your spouse 

* Executive Retirement Coaching-  Don’t Retire, Redesire...

If you would like to do a deeper dive into your vision of retirement, or what we like to call “re-desirement," contact laura@athenascoaching.com for more information about this in depth one-on-one coaching program.  In this program, we will explore your concerns and expectations regarding your next chapter and help you establish a new routine that creates a life of value and purpose 

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” 

Ayn Rand