Reach Your Financial Goals With a Clear Plan — Not Guesswork
I build personalized financial plans in two focused sessions, designed to help you complete one or two important financial goals — with optional monthly accountability to help you follow through.
You don’t need more financial information.
You need a plan that fits your life and shows you exactly what to do next.
Does this sound familiar?
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You’re living paycheck to paycheck and don’t know why
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You’ve tried budgeting, but it never seems to stick
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You have goals, but they always feel out of reach
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You feel like you should be doing better, but you’re not sure what to change
Most people don’t struggle because they’re bad with money.
They struggle because they don’t have a clear plan or sequence to follow.
Most clients complete their financial plan in just two sessions.
We look at your entire financial picture, but the plan itself is focused on one or two priority goals, so you can make real progress without overwhelm.
You Don’t Need More Education — You Need Direction
Financial progress doesn’t always come from knowing more.
It comes from knowing what matters most right now and having a plan that supports it.
At Trail to Freedom Financial Coaching:
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I don’t sell financial products
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I don’t push investments
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I don’t overwhelm you with theory
I help you clarify priorities, build a realistic plan, and follow through.
The Goal-Driven Financial Execution Plan
Session 1: Financial Discovery
We review your full financial picture and clarify the one or two goals that matter most right now.
You’ll feel understood, organized, and clear on what’s been holding you back.
Session 2: Plan Delivery
You receive a personalized, written financial plan showing:
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Clear priorities
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Monthly action steps
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Trade-offs and decisions
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What progress should look like if the plan is followed
You’ll leave knowing exactly what to do — and why.
Optional Monthly Accountability
For clients who want help executing the plan, ongoing monthly accountability is available to help you stay on track and make adjustments when life happens.
This is for you if:
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You’re tired of living paycheck to paycheck
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You’re missing financial goals despite trying
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You want a clear plan, not vague advice
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You’re ready to take action
This is not for you if:
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You’re looking for investment advice
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You want quick fixes
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You’re unwilling to change habits
Goal-Driven Financial Execution Plan
✔ Two focused sessions
✔ Personalized written plan
✔ Focused on one or two financial goals
Investment: $497
Optional monthly accountability available.
