3-month Financial Coaching Package ($329/month):

  • Week 1: Assessment & test meeting (1 hour)

  • Week 2: 1-hour workshop on topic #1

  • Week 3: Follow-up call (20-30 minutes)

  • Week 4: 1-hour workshop on topic #2

  • Week 5: Follow-up call (20-30 minutes)

  • Week 6: Follow-up call (½ hour)

  • Week 8: Follow-up call (40-60 minutes)

  • Week 10: Follow-up call (40-60 minutes)

  • Week 12: Follow-up & test, call/meeting (1 hour)

 

This is a guideline and might be modified to individual needs (e.g. having one longer workshop instead of two separate ones)!

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Serving Portland, Beaverton, Hillsboro

503 851 2449

sds@smartdailyservices.com

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