Personal Finance Coaching Program

Have you finally made the decision to take control of your personal finances? Do you understand that it will not be easy and it will take hard work and dedication? If you answered yes to both questions then you are in the right place.

Maybe your personal finance goal is to get out of credit card debt, save up an emergency fund, pay off student loans, save for a house, grow your wealth by investing, or all of these. Whatever it is The Cornerstone Bookkeeper’s Personal Finance Coaching Program will set you up for success as you work towards achieving your personal finance goals.

The program is designed to fit your individual needs so it is customized based on how you currently monitor your budgets, your current financial position, and the goals you are ready to achieve. The length of the program varies by individual but will generally last from 2-5 months.

Goals & Benefits

The most important goal is to become educated in personal finance so that you can live within your means and grow your wealth. To reach this goal you must break it down into the following smaller goals:

Learn about assets, liabilities, income, expenses, equities, and investments so that you understand the most critical aspects of personal finance.

Learn how to manage your finances so that you understand where your money comes from and where it goes.

Get out of debt because this takes the weight off your shoulders so that you can begin your journey.

Save an emergency fund so that you will be able to sleep at night.

Set your own goals (Home, Passive Income, Vacation, grow your wealth, etc.) so that you have a clear direction of where you want to be and how to get there.

Although achieving these goals takes a lot of hard work and dedication, there are really only two continuous steps.

Budgeting and Education.

This program is designed to teach you how to budget and provides you with the education you need to continue growing into the future.

How does the program work?

The program consists of various consultation sessions to review your financial position over time, set goals, set up budgets, track those budgets, learn best practices for personal financial planning, maximize your financial potential, and grow your wealth over time.

At the beginning I (Brady) will be leading discussions, setting up the software, helping you create budgets, tracking your budgets, and educating you on personal finance. Near the end of the program you will be creating your own budgets, tracking your own budgets, and we will be discussing your finances together. 

By the end of the program you will feel confident in your understanding of personal finances, you will be following monthly budgets, you will have set goals that you are working towards, you will have timelines for those goals, and you will be on the correct path to financial freedom.

Is this program right for me?

It all depends on you. You get what you put in with this program. If you have made the decision to take control of the financial side of your life, if you are willing and able to put time and effort into making changes that will lead to a better financial future, and if you are willing to make sacrifices along the way then this program is for you. If you are “all in” then this program will help you immensely. If you’re not willing to put in the work then this program is not for you.

I’m ready! How do I get started?

Email me at bradyknudson@thecornerstonebookkeeper.com to schedule a discovery call. In the subject line put “(Your name) Discovery Call” and in the body of the email let me know a few days and times (please include your time zone) that will work best for you. I’ll then confirm the day and time for the meeting and provide further instructions.