The Financial Clarity Kickstart
A personalized deep-dive to organize your finances, gain clarity, and confidently start your journey to financial success.
Are you tired of feeling overwhelmed, disorganized, or unsure where your money is really going—or how to make it go further?
The Financial Clarity Kickstart is a 1:1 experience designed to give you immediate clarity, a custom plan, and the confidence to move forward with purpose.
This is your starting point if you’re ready to stop guessing and start making progress with your money.
What's Included:
Pre-Session Questionnaire
You'll complete a simple, powerful intake form and data gathering spreadsheet so that I can get a full picture of your finances and your goals before we meet.
1.5–2 Hour Deep-Dive Call (via Zoom)
We’ll walk through your current financial picture—including income, expenses, debt, and savings—and map out a plan tailored just for you. You'll walk away with:
A personalized monthly budget
A simple debt payoff or savings strategy
Net worth & cash flow tracking tools
Clarity on where your money is going—and how to make it work better for you
Custom Financial Action Plan
After the session, you’ll receive a written summary of your plan so you have clear steps to follow on your own.
30-Minute Follow-Up Call (3 Weeks Later)
We’ll reconnect to check your progress, celebrate wins, troubleshoot challenges, and make any needed adjustments.
Tools & Spreadsheets
Includes budgeting, cash flow and net worth tracking templates that are yours to keep and reuse.
This is for you if...
You’re ready to take control of your finances but aren’t sure where to start
You’ve tried to budget before, but it never really stuck
You want expert eyes on your numbers and a plan that actually fits your life
You’re motivated to make changes - you just need clarity and support to get started
You'll Walk Away With:
A clear, customized budget that works for your lifestyle
A strategy to save more, pay off debt, or both
Tools to track your progress with ease
A fresh perspective and realistic next steps
Peace of mind knowing you’re finally on the right track
As a Financial Success Coach,
I guide individuals to:
Reclaim control over your finances with a customized plan that works for your unique life.
Eliminate debt with strategies that align with your goals and values.
Build confidence in your financial decisions so you can stop stressing and start thriving.
Plan for the future with clarity and confidence, knowing you're on the right path to achieving your dreams.
I believe that money should be a tool to support your goals - not a source of stress or frustration. Together, we’ll craft a practical, sustainable plan that aligns with your values and empowers you to take control of your financial future.
Ready to finally feel in control of your finances?
Click below to schedule your Financial Clarity Kickstart and take the first step toward financial peace of mind.
Why Hire a Financial Coach?
Managing money can feel overwhelming, but you don’t have to face it alone. At Infinity Financial Coaching, I provide personalized guidance to help you break through financial stress, gain clarity, and take control of your financial future.
Create a Clear Financial Plan. Together, we’ll build a practical and customized roadmap for achieving your goals—whether it’s budgeting, eliminating debt, saving for a big purchase, or preparing for retirement.
Set SMART Goals and Take Action: I’ll guide you in setting Specific, Measurable, Achievable, Relevant, and Time-Bound financial goals, paired with actionable steps to ensure consistent progress.
Shift Your Money Mindset: Financial success isn’t just about numbers. I’ll help you identify and overcome limiting beliefs, cultivate a positive relationship with money, and build habits that support long-term financial well-being.
Stay Motivated and Accountable: With regular check-ins and ongoing support, I’ll keep you on track, celebrating your wins and helping you navigate challenges along the way.
With the right plan, mindset, and support, you can achieve financial clarity, confidence, and control over your future. Let’s work together to turn your financial goals into reality.
Ready to finally feel in control of your finances?
Click below to schedule your Financial Clarity Kickstart and take the first step toward financial peace of mind.
Your investment of $697 includes:
1.5 - 2 hour in-depth strategy call
Personalized financial plan & recap
Custom templates and tracking tools
30-minute follow-up call (3 weeks later)
This isn’t just a single session. It’s a complete financial reset, giving you the clarity and structure to move forward with confidence.
Ready to finally feel in control of your finances?
Click below to schedule your Financial Clarity Kickstart and take the first step toward financial peace of mind.
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DISCLAIMER: Any results stated above or stated on our Facebook™ page are individual results. We are not implying that you’ll duplicate them (or do anything for that matter). These references are for example purposes only. Your results will vary and depend on many factors …including but not limited to your background, current financial situation, effort you put forth and actions you take. If you are not willing to accept that, please DO NOT book a consultation call.
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