2019 Promotion

NEW YEAR: NEW VISION

January brings reflection, res​olutions, and renewed energy

Add encouragement and accountability to meet your financial dreams

What?

- One-on-one meeting with Jen to discuss financial goals.

- 90-minute session

- Email support for 30 days

Cost?

- Flat fee of $100

- Option to add sessions at discounted rate of $60/hour any time in 2019

- No sales pitch: I do not sell investments, insurance or other products.

When?

Below are general time windows, and you can choose the specific time that works best for you through my online scheduler:

- Early riser (6 am - 9 am)

- Midday (10 am - 1 pm)

- Afternoon (1:30 pm - 3 pm)

- After work (4 pm - 7 pm)

Where?

Session meeting options:

- Edwardsville office:

      1324 Troy Rd

- Online video chat

- Phone conversation

- Library or other loca​tion

Budget Refresher - $200

Get organized and prioritize spending for 2019. 

It's a conversation about how best to align your  income and expenses in the new year.​


Includes:

  • Monthly online video discussion (up to 60 minutes) for 3 months 
  • Copy of the book You Need a Budget and help in setting up a free trial budget with the software
  • PDF guide with information and resources
  • Email and text support for 3 months
  • Discounted rates for additional sessions ($60/hour) throughout 2019
  • SCHEDULE link

Money Month Challenge - $150

A customized month-long program to get started on your financial goals. 


Includes:

  • Introductory session to set goals and discuss process (about 60 minutes).
  • Binder to set goals, create your vision, track spending, and get organized.
  • Online support and weekly check-ins.
  • Midpoint session to discuss progress (15-30 minutes).
  • Final session to reflect on progress and plan for future (about 60 minutes).
  • SCHEDULE link

A la carte

Not sure? Schedule a 15-minute free consultation to see if you'd like to proceed with a program.

Individual sessions - $75/hour

Program discounted rate - $60/hour

SCHEDULE link

Free workshops - I can bring the lessons to your group or organization

Outreach opportunities

I can create a workshop or presentation anywhere from 15 minutes to 2 hours depending on your needs. We can cover general personal finance topics (budgeting, goal-setting, etc) or get more in-depth as your organization requests. I can also set up a time block for individual sessions. Send me a message to learn more.


Financial Wellness (For BUSINESSES): Schedule an informational meeting to discuss developing a financial wellness program for your employees. Read this Forbes article for more information this new trend in fringe benefits. 


My vision of empowerment:

As part of my mission to help anyone regardless of financial situation...

  • Reduced fees available depending on your financial situation. 
  • Ask me about organizing volunteer sessions for your non-profit group. 
  • Scholarships for free sessions to be set as I grow this outreach.

Let me know if you have an suggestion for how I can help - [email protected]