Cashflow Coaching

Save more now, do more later.

Feeling disconnected from your money?

In 90 days your money will be working smarter (and harder) for you. You’ll not only have a better relationship with your money, you’ll have a more robust financial plan. Our Cashflow Coaching program will have you focused, keep you accountable, and have you saving more money.

Month One:

Rewire Your Spending Habits

Weekly calls to stay connected to your money using our expense tracker.

Month Two:

Strength and Tone

Bi-weekly check-ups to make sure you’re staying on budget and on-track with your goals.

Month Three:

You’re Ready to Run

You’ll be feeling like a cashflow champ by now and ready to build a better financial plan.

Step one: See where your money goes

Take the guesswork out of your financial life.

Using our award-winning expense tracking software, we’ll give you best practices on how to connect your accounts, set up categories, budgets, and more. We’ll track your progress and be here to nudge you in the areas that need improvement.

Step two: Use science

Learn more about why you do what you do.

We use behavioral science to dig into your financial perspectives and wealth building ability. With easy-to-understand quizzes, we’ll show you where your potential pain points are, how to improve, and track your progress.

Step three: Say hello to your little friend, budgeting

Smart budgeting is smart.

With our budgeting approach, we make sure you not only know where your money is going, we’ll design a budget that works for you.

Step four: Track your progress

We’re your personal trainer for money.

As your trainer, we make sure you’re making the right moves, and work with you to stay on-track and motivated to keep building a pumped up wallet.

Step five: Build a better plan

Congratulations, you’ve got a great new habit and now you know exactly where your money is going.

It’s time to build a better financial plan working with your personal Certified Financial Planner.

Step six: Repeat.

Planning is a process, not a destination. 

As part of our process, we recommend you maintain regular check-ups to make sure you’re staying on track with your goals & plans while adjusting as necessary. We’ll proactively check-in with you to make sure you’re still moving in the right direction.

Get Started