Don’t have the time to prepare a budget? Sit back and let me do the preparation. This service has been
designed to give you a jump start into your finances.

Here’s what will be included in this package:

60 minute one-on-one session

Discuss and set goals

Expense assessment

3-month budget setup

15-minute follow-up after session

Custom Cash Envelopes

Initial 90-minute planning session

Discuss and set goals

Expense assessment

3 month budget set up

Action Plan

Bi-weekly 30 minute follow-up calls (6 total)

30-minute End of Month assessment

Three-month unlimited email support for questions

Custom Cash Envelopes

Additional Take-Home Resources

Initial 90-minute planning session

Discuss and set goals

Expense assessment

3 month budget set up

Action Plan

30-minute Follow-up Call 2nd week

30-minute End of Month assessment

One-month unlimited email support for questions

Custom Cash Envelopes

Additional Take-Home Resources

Are you a corporate entity looking to enhance the financial wellness of your employees?

Then this package is for you.
Please forward an email to info@242financialista.com inclusive of your headcount for pricing.

Pricing is customized based on the number of attendees.

Hosting a girls’ night in and need a special someone to talk to your guests about personal finance and money management?

Then you’ve come to the right place!
I promise to keep the energy pumping by providing engaging topics, so no worries about a financial talk killing your buzz!

You may inquire on this service by contacting us  us ava@242financialista.com regarding pricing, availability and add-ons.

In this package, the first lesson we teach your child is key money principles to live by now and when
they grow up. After that, we help your child or teen distinguish between needs and wants which is
critical, because it teaches them how to make wiser financial choices with their money, whether it is in
the form of an allowance or monetary gift. Then we wrap up with learning how to budget their money by
saving a little first and spending the rest wisely. Not to worry though, we make this a fun and engaging
session, not leaving your child or teen bored at any point. You can feel free to pop-in during the
session to see their progress along the way. This usually takes about 90 mins to complete and they will
leave with resources to use at home.

In this package, your teen or college student will receive more than simply a financial literacy session; they will receive a life-preparation session as well usually requiring about 4 hours to complete.

During this session, they are provided with resources to use at home.

This session typically spreads over course of 2 days allowing your child to receive the absolute maximum benefits from the program.

Here are some of the topics we will cover:
The distinct difference between wants; needs and money management styles
How to budget allowance and monetary gifts effectively
Banking basics and essentials such as how to open a bank account; how to write a cheque, etc.
How to distinguish between good debt and bad debt
How to quantify their college decisions
How to prepare for their dream job
Determining whether entrepreneurship is right for them
And much, much more.

This package provides the best of both worlds for you and your child. Giving you the opportunity for you as a Mommy to strengthen your own finances through our financial coaching sessions while ensuring that your child is taught practical money principles and given an opportunity to sit in the driver seat when it comes to budgeting, which is task that is presented in a fun way for them.

The financial coaching aspect of this program is done separate and a part from the session with your child. During the portion of service dedicated to your child, we ask  that you are present to engage in a rewarding activity with them.

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This package is designed for established clients who wish to receive ongoing coaching to remain on track with achieving their financial goals.

These persons would have already received their 1-month or 3-month coaching sessions and simply require an accountability partner to help them stay on course.

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This fee is a monthly fee and check-ins are conducted on a bi-weekly basis via (phone/email) of no more than 30 minutes each session.

In this game, kids and teens will earn the secret of savings; the basics of budgeting; the dangers of debt; the ins and outs of investing; the goodness of giving; and so much more!

Students learn how to make, manage, multiply and donate their money wisely using 30 Creative
Wealth Principles (Rules to the Money Game). The students/campers are exposed to all 30 Principles in every program; however, the length of the program determines how in-depth we go into each topic.

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