Get Ready to Shout Eureka! with Financial Coaching
Budgeting, saving and debt payoff help for people who want to stop winging it and get ahead financially
Sick and tired of hearing about all of the things you shouldn’t do with your money? Avoid credit cards! Don’t buy the latte! You should never buy a new car! Want to hear more about what you SHOULD do with your money? That’s what we’re all about at Fiscal Fitness!
At Fiscal Fitness, we believe living on a budget doesn’t mean you also have to live on a rice and beans diet.
The way most people budget feels like a rice and beans diet — way too restrictive and not at all sustainable. You do not need to scrimp and save and deprive yourself of all pleasure in order to stay within budget.
Our way of budgeting – the Plan Ahead Method – is as livable as it is effective.
With our help, you will create a plan for your money that accounts for everything from your monthly bills to your five-year goals. And for the rest that can’t be planned (hello blown-out car tires and medical emergencies), our budget makes tackling the unknown without getting derailed possible.
Whether you want to stick to a budget, put more money in savings, get a handle on your spending or pay off debt, we will figure out a way to make it happen using the income you already make. No winning lotto ticket necessary!
You can save more money.
You can pay down your debt.
You can stick to a budget.
You can get ahead.
And you can still live a life you enjoy!
If you want all of these things, you are ready to shout Eureka!
The Eureka! Session
The Eureka! session is a one-time meeting with a financial coach. Our goal for every Eureka! session is to have the client walk away with a detailed action plan for achieving their financial goals. You will have new clarity about your money. You’ll know what to do. You will have a plan you can follow and a roadmap to show you the way.
What You Get From A Eureka Session
A solid plan that takes the guesswork out of managing your money: spending intentionally, saving with a purpose, leveraging or paying off debts, and maximizing incomes. You will get a step-by-step plan for it all.
A budget that includes numbers you can live with. We won’t tell you that you have to stop spending money on coffee.
A savings strategy that leaves you feeling more confident, secure, and ready to tackle not only what life throws at you, but the fun, lifestyle expenses you want to enjoy too!
A plan for your debt to ensure you are leveraging it properly or tackling it as quickly as possible – and total understanding of which one is best for you! If paying off your debts is the goal, you will walk away with the payoff strategy that’s best for you (did you know there are multiple to choose from?) and a game plan for reaching your payoff goals.
The Fiscal Fitness Process
Schedule Your Eureka! Session
For Individuals and Couples
One 2-hour session – $497
For Business Owners
One 2.5-hour session – $597
When we ask people what they wish for they often times say, “I just wish I had a plan to follow.” That’s what we deliver in the Eureka session – a custom plan with your goals and priorities in mind. We analyze how you have spent money in the past and what you want to do with your money going forward. We design a plan that sets you up for success then we discuss how best to execute the plan – what steps you need to take and when.
Are you ready to schedule and shout “Eureka!”? We hope so.
How three of our clients changed their lives through financial coaching
Our Financial Coaches
Over the past 10 years, Fiscal Fitness Co-Founder Kelsa Dickey and Financial Coaches Jill Emanuel and Jaclyn Wise have helped hundreds of professionals, couples, and business owners eliminate uncertainty around their finances. Kelsa, Jill, and Jaclyn truly love what they do and are the biggest fans and cheerleaders of each and every one of their clients.