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1:1 COACHING
1:1 COACHING
Transform your financial future with personalized 1-on-1 coaching. We provide guidance, helping you overcome obstacles, build wealth, and develop a healthier mindset toward money. Take control and achieve lasting financial well-being. We have 3 offerings - take a look and book! We can meet in person (anywhere in Charlotte, NC) or virtually!
Want to talk before committing? Book 15 min intro call to meet Kailey and decide which option is best for you!
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~ 1 ~
90-Minute Strategy Session
90-Minute Strategy Session
A one-time intensive for someone who wants quick clarity and an action plan.
Includes:
15 minute intro call
Pre-session questionnaire
90-minute virtual/in-person session
Personalized recap + next steps PDF
One week of follow-up support via email
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~ 2 ~
Monthly Coaching Package
Monthly Coaching Package
For people who need accountability and deeper behavior change.
Includes:
15 minute intro call
2x 60-minute sessions/month (or 1x longer session)
Custom spending plan + values/money clarity work
Personalized exercises (habit tracking, mindset, etc.)
Ongoing email support between sessions
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~ 3 ~
3-Month Transformation Package
3-Month Transformation Package
A full journey from chaos → clarity → confidence.
Includes:
15 minute intro call
6 sessions total (2/month)
Full money life review: spending plan, saving strategy, income/expenses audit
Mindset + behavioral coaching
Follow-up resources
Final reflection + next steps plan
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