Money Makeover Strategy Session
Finally take control of your money - and your future
Are you tired of feeling stressed, ashamed, or stuck when it comes to your finances? You’re not alone. For many people, money has become a source of anxiety instead of security. But it doesn’t have to stay that way.
The Struggle You're Facing
If you’re honest, money may be weighing you down. If you’re feeling overwhelmed by bills, balances and not knowing where to start. If you’re confused about why you can’t seem to get ahead, even when you earn good money. Maybe you feel anxious or frustrated every time you check your bank account. Wondering if things will ever change.
If so, a Money Makeover Strategy Session may be for you.
Who the Money Makeover Strategy Session is For
This session is designed for individuals or couples who are ready to break free from financial stress and finally feel in control of their money.
It’s especially for you if:
- You’re carrying excessive debt and feel like you’ll never get ahead.
- You make good money, but somehow you’re still living paycheck-to-paycheck.
- You’re tired of always being broke and frustrated that you don’t know where your money goes.
- You feel overwhelmed, ashamed or stuck when it comes to your finances, and you’re ready for a fresh start.
The Transformation You'll Experience
Imagine what it would feel like to finally breathe easier about money. After your Money Makeover Strategy Session, you’ll walk away feeling:
- Relieved that you finally have a clear plan.
- Hopeful about your financial future.
- Confident and in control of your money instead of the other way around.
- Motivated and empowered to take action with simple, doable steps.
- Secure and proud of the new habits you’re building.
- Optimistic knowing you can handle whatever financial situations come you way.
Clients tell me this: for the first time in years, they can breathe easily and sleep better at night.
What the Money Makeover Strategy Session Includes
- Format: A private, 2-hour intensive session via Zoom.
- Preparation: You’ll complete a detailed questionnaire and financial worksheet beforehand so we can maximize our time together.
- Personalized Action Plan: After our session, you’ll receive a detailed, customized Financial Money Makeover Action Plan. This is a step-by-step roadmap designed specifically for your situation.
- Investment: $497
Why Work With Me
Most financial coaches will tell you what to do. That’s not my approach. I believe lasting change comes when you feel ownership of your decisions. My role is to:
- Guide and advise you with clarity and compassion.
- Offer options and tools so you can choose what feels right for your life.
- Empower you to make smart financial decisions with confidence, so you’re prepared for any situation.
This isn’t about me handing you a rigid plan. It’s about helping you build the skills, mindset and confidence to create financial freedom that lasts.
Ready for Your Money Makeover?
You don’t have to keep living with the stress, shame, and uncertainty around money. With the right plan and support, you can finally feel confident, in control and excited about your financial future.
I only take on 2 new client per month to ensure each person gets my full attention and personalized guidance.
Secure your spot today and take the first step toward financial clarity and peace of mind.
Frequently Asked Questions
What happens after I book my consultation?
Once you schedule your Money Makeover session, you’ll get a Money Prep questionnaire and worksheet. This is where you’ll share the details of your financial situation, allowing us to craft a Money Makeover plan that’s just right for you.
Then, you’ll have your Money Makeover session with Steve. He’ll guide you through each step to make sure the plan feels achievable and engaging. You’ll keep your Money Makeover documents after the session, so you can proceed with clear and straightforward next steps.
If you want, you can choose to keep working with us. He’ll check in to ensure you feel really confident in executing your plan, no matter what!
Do I have to sort out my finances before you can help me?
Not at all. In fact, most people come to us because they don’t feel like their finances are in order. You don’t need to have everything figured out before we start, that’s what we’re here for. Together, we’ll take the confusion, stress, or overwhelm that you may be feeling and turn it into a step-by-step plan you can actually follow.
If I'm already having a tough time with my finances, how do I know investing in financial coaching is the right choice for me?
That’s a very real concern, and it’s one we hear often. Coaching isn’t about adding another expense—it’s about creating a turning point. If you’re struggling, that’s actually the best time to get support, because the patterns and habits that keep you stuck won’t change on their own.
Our role is to help you uncover opportunities, reduce stress, and build a healthier relationship with money so you can move forward with confidence. Many clients find that the clarity and direction they gain pays for itself many times over.
What if I'm uneasy about sharing my financial details with you?
Your comfort and trust come first. We’ll move at a pace that feels safe for you, and you’ll never be pressured to share more than you’re ready to. Our approach is judgment-free and confidential. We’re not here to criticize, we’re here to support. Often, clients find that once they take the first step, the relief of finally being able to talk openly about money outweighs the initial discomfort.
What's the difference between financial coaching and financial advising?
A financial advisor typically manages investments, retirement accounts, or insurance products. A financial coach, on the other hand, focuses on your day-to-day money habits, mindset, and decision-making. We don’t sell financial products or manage your portfolio. We help you build the skills, confidence, and systems to take control of your money and feel at peace with it. Coaching is about transformation, not transactions.
Are you going to set a budget that's so strict and tight it's unamanageable?
Absolutely not. Strict, cookie-cutter budgets rarely work because they don’t reflect real life. Instead, we’ll create a plan that fits your lifestyle, your values, and your goals. The goal isn’t restriction, it’s freedom: knowing where your money is going, feeling in control, and still enjoying the things that matter most to you.
Will implementing my Money Makeover Action Plan take a lot of time and effort?
The goal of your Money Makeover Action Plan is to simplify your financial management, not to burden you with a long to-do list. While adopting new habits will take some work, financial coaching can ultimately save you time and reduce stress by guiding you in developing a well-structured, strategic plan. Your Money Makeover Action Plan brings clarity, enabling you to make confident financial choices without the typical drain on your time and energy.
After I get my Money Makeover Action Plan... what's next?
Your personalized Money Makeover Action Plan is all about helping you feel super confident as you make your next financial moves, especially if you’re ready to handle them solo. But remember, the Money Makeover session could just be the starting point in our financial coaching program.
Financial Fitness Fast Track (90-day coaching program) – In this coaching program, Steve will be right there with you as you put each step of your Money Makeover Action Plan into action. You can even tackle the steps during your calls together! This way, you’ll have support for every part of your plan and build momentum towards your goals even quicker.
You’ll have ongoing one-on-one sessions with Steve to keep you on track and help you move towards your big dreams for the future. The Money Makeover session is a necessary first step, as it allows him to really understand your situation. But whether you decide to keep working with him after that initial session is totally up to you.
What if I have additional questions not covered here?
We’re always here to help you feel confident in your financial decisions. Please reach out with your questions to info@financiallyfitformula.com
Not sure if a Money Makeover Session is for you?
Simply book a free Q&A session. Bring your questions to a laid back, no-pressure call. You’ll get quick clarity and the opportunity to see if a Money Makeover Strategy Session is right for you.