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Intentional Life Financial Coaching

by Lori Holden

$5 - $750

Find Your Purposeful Path to Financial Freedom

Financial Services

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Georgetown , TX

OnsiteVirtual Service

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How it works

1. Send a quick message below

   Request a custom item or service directly to the business owner

2. Receive a reply within 24 hours (usually)

   Get a response and agree to a price and timeframe.

3. Be delighted and amazed

   Receive high-quality products and/or life-enhancing services from our incredible small business owners.

About my business and how I got here

Dare to think about your purpose and imagine your desired life. Be determined to get your finances in line with your intentions. I work with people who want to move their financial lives towards their desired life vision. Personal finance success is due to behavior and knowledge, with behavior being the biggest driver. I am here to be your guide and fast track you in both areas of your financial health. Together we will create a plan that reflects your values. I support your learning, encourage you to examine your mindset, and empower you to be more confident in making decisions. Prior to being a financial coach, I led pharmaceutical research teams. I have lived in the Austin, Texas area for 15 years. Having completed Master Financial Coach Training, I utilize my full background and experience to help you learn and grow in your financial life. As a wife and mother, I hope to share my passion for helping you form habits that will give you freedom in the long term.

5 items

Complimentary Consultation

Hiring a financial coach is very personal and an important decision. This meeting typically lasts 45-60 minutes and gives us a chance to get to know each other a bit and see if we are a good fit for each other. If you are married, I encourage both you and your spouse work together through the process and attend this meeting. I will share my background, experience, and philosophy with you. Please be prepared to share the same with me, including why you are seeking growth in your financial health now.

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$0

5 Session Package: Financial Coaching

This package includes 5 Financial Coaching Sessions. Each session is 1:1 coaching, personalized to meet you where you are at in your financial journey. We start out with a Discovery Session which is approximately 60-90 minutes. The remaining Sessions are approximately 45-60 minutes. This process typically takes 3-4 months, but it can be collapsed or expanded, depending on your situation and scheduling.

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$660

7 Session Package: Financial Coaching

This package includes 7 Financial Coaching Sessions. Each session is 1:1 coaching, personalized to meet you where you are at in your financial journey. We start out with a Discovery Session which is approximately 60-90 minutes. The remaining Sessions are approximately 45-60 minutes. This process typically takes 5-6 months, but it can be collapsed or expanded, depending on your situation and scheduling.

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$750

6 Month Journey: Paid Monthly

Freedom to pay monthly when you make a 6 month commitment to get your financial habits on the right track. $200 per month gets you a total of 11 financial coaching sessions (45-60 minutes each) of one on one coaching focusing on what is most important to you. I will also look for possible pitfalls to watch for along your journey. Whether it is saving for your first house or for your children’s education, I can help you get there faster and feel confident about your decisions with money. For month 1, we jump right in with 4 sessions to lay your financial foundation, months 2 and 3 we step back to 2 sessions a month, and as you gain momentum in months 4-6, we will meet monthly.

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$200

6 Month Journey: Paid Quarterly

Discount price when you make a 6 month commitment and pay in two installments to get your financial habits on the right track. $550 for Months 1-3 and $550 for Months 4-6. This gets includes 11 financial coaching sessions (45-60 minutes each) of one on one coaching focusing on what is most important to you. I will also look for possible pitfalls to watch for along your journey. Whether it is saving for your first house or for your children’s education, I can help you get there faster and feel confident about your decisions with money. For month 1, we jump right in with weekly sessions to lay your financial foundation, months 2 and 3 we step back to 2 sessions a month, and as you gain momentum in months 4-6, we will meet monthly.

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$550