30-DAY FINANCIAL COACHING PROGRAM
Financial Reset: 30 Days to Control Your Money
Deliverable: Personalized financial roadmap
Week 1
Financial Awareness
Intake form
Credit education
Pull credit report
Assign budget worksheet
Week 2
Budget & Debt
Budget review
Debt strategy
Action plan
Week 3
Credit + Future Planning
Credit improvement steps
Savings basics
Goal setting
Week 4
Wealth & Stability
Homeownership basics
Retirement overview
Long-term plan