At Epiphany Bookkeeping, money is kind of our thing (that and spreadsheets),
and we want to help YOU...

Feel MORE confident, LESS stressed, & like a Budgeting ROCKSTAR!

INTRODUCING:
Personal Finance Coaching

 

Hi, friend!

It can be incredibly overwhelming to sit down with your bank statements, credit card bills, and probably student loans trying to figure out how to make it all work. I know, because I’ve been there! 

But what if you had a trusted friend, advisor, and cheerleader there beside you? We can help with the overwhelm and give greater insight and clarity into your spending, planning, mindset, and goal setting. Think of us like your own personal financial cheerleader…who also happens to be President of the Math club ;)

If you’re curious to see if financial coaching might be just what you need, click the button below and answer a few questions. We’ll schedule a complimentary 20-minute coaching call to see if we’d be a good fit.
And if we are, we’ll schedule your first hour-long coaching call and then you decide how often we meet (every month, every 2 months, quarterly check-ins, whatever would serve you best!).

Here’s what investing in your rockstar financial future looks like:

$50 One (1) 30-minute coaching session
$100 One (1) 1-hour coaching session
$300 Four (4) 1-hour coaching sessions ($100 off)

 

Here are some ideas of what Personal Financial Coaching might entail: 

  • Mapping out your current financials

  •  Talking about your future goals and how to get there

  • Creating a personalized budget to help keep you on track

  • Finding a budgeting system that works best for you

  • Making a plan to reduce and eliminate debt (bye, student loans)

  • Shifting your money mindset that’s keeping you stuck

  • Support through set-backs, concerns, or questions

  • Financial encouragement & cheerleading

If you are looking for a fun and nonjudgmental space to address your finances, Epiphany is it! Douglass Anne is very organized with lots of practical suggestions, and this has helped me to start paying off debt in a very doable way.
— Searainya B.