ARE YOU READY TO LIVE A LIFE WHERE YOU ARE IN CONTROL OF YOUR MONEY AND IT’S WORKING FOR YOU?
If so, we have lots of ways to help you make it a reality — to demystify and simplify your money life. And, it all starts with a Strategy Consultation!
Schedule time to discuss concerns about your money matters. Get answers to your specific questions. Leave with strategies to move forward your financial life forward. In this 1-hour call we’ll take a deep dive into the things that concern you most. Once you sign up, you can schedule a convenient time for us to talk and you will receive information so you can be prepared to get the most out of our call.
3 Top Reasons to Schedule a Strategy Consultation with Patricia:
- Patricia has 20+ years’ experience working with clients so not only has she seen and heard most issues but she has experienced them herself.
- Patricia designs her consultation so that you work together to develop solutions. This means that if the same problem occurs in the future, you know what to do.
- This is your time. No sales. The call focuses on answering your specific questions. No cookie cutter answers here.
Frequently Asked Questions
What is a Strategy Consultation?
A Strategy Consultation is a one-on-one session with Patricia. The goal of the session is to define, review and answer specific questions or develop solutions or next step strategies to your money related issues or concerns.
What areas can we discuss in a Strategy Consultation?
Some areas that clients generally have concerns about include debt, divorce, retirement and achieving specific goals, but you are not limited to these areas.
How do Strategy Consultations differ from Discovery Sessions
Discovery Sessions are limited to 15 minutes so not a lot can be accomplished but it is a great opportunity for you to decide if you would like to work with Patricia. Strategy Consultations, on the other hand, are 1-hour sessions that focus in on specific questions that are most important to you. These are private sessions devoted to the concerns you have.
What if I need more than one Strategy Consultation?
If you will need more than one Strategy Consultation, Patricia offers several packages including a five-session package for $1,000 and a 10-session package for $2,000. OR depending on your needs, you can sign up for a 6-month or 12-month mentoring program (see below).
How Financially Fit Are You?
Have you had a check up lately? If not, it may be time to see See what shape you’re in
How are your vitals? What are your weak spots…things you might be vulnerable to?
Are you on track to achieve your goals — retirement, buying a house, getting out of debt, etc.?
Do you have assets that you could be making better use of?
Do you have money leaks that might be keeping you stuck?
A Financial Checkup will help you answer questions like these and more…
Did you know that your money needs checkups just like your body? Studies show that what you focus on you improve. If improving your finances is on your to-do list, getting a checkup is a great place to start.
Sign up today and we’ll explore your financial strengths, weaknesses, opportunities and threats and send you a report along with recommendations for you to get or stay on track and your Financial Fitness Score.
Basic Check-Up and Financial Fitness Score: $397
Continue to work with Patricia to to improve your Financial Fitness Score.
Basic Monthly Maintenance: $97/mo
Want a more? Consider Money Mentoring
My money mentoring sessions are centered around the topics that are important to you — to not only get answers to your to burning questions but to also bring about real change in your financial life. Sign up or for a 6-month or 12-month program today.
I work with business owners and individuals in a mentoring relationship. With mentoring you go from confused and over complicated to SIMPLE and Done.
Elements of mentoring include:
- – Accountability and access (a proven process + done-with-you exercises)
- – Tangible results
- – Fast Track on What to Do and How to Do It
- – Crystal clear Clarity
This is for you IF…
- – You are committed to Creating a Better Lifestyle for you and your family
- – You are serious about Taking Action
- – You must be willing to be Coached
- – You must be willing to Invest in YOURSELF!
Find out if this is a good fit for you. Book a free ‘Discovery Session’
We offer training in the form of seminars, Lunch ‘n Learns and webinars to groups of employees, organization and church members.
“5 Key Questions to Create a Successful Retirement” is one of our most popular offerings. This presentation can range from 20 minutes to a one-half day workshop where participants actually put these strategies to work.
Contact us for more information or to schedule a presentation for your workplace or organization.
Patricia’s workshop was timely and well received…evaluation comments included, “Great curriculum,” “Motivating,” “Excellent!” — Sharon Macaluso — Small Business Development Center, University of Georgia
“Great presentation…You took a complex topic that intimidates people and presented it in such an easy to understand way. You have a gift for communicating these concepts and making it seem “so simple, even I can do that!” — Mark Madans, HOCOA – The Home Repair Network
“Patricia was a wonderful speaker for our group! Knowledgeable, energetic, and passionate, with some funny moments. Our members got some great key takeaways and really enjoyed it!” ― Laura Ray, Georgia Chapter Past President, National Association of Productivity and Organizing Professionals