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Financial Coach

When you're in charge of your money, not the other way around.

Learn how to budget.

Save for that big purchase.

Save for college.

Set up an emergency fund.

Pay off your debt.

I got you, friend! 

We are here to help you understand your monies – the monies in and the monies out (where do they go really??).

My Cats And Me offer financial coach for personal finances or for business.

As a Finance Coach, we can help you with:

  • ✔️ Understanding the fundamentals of finance
  • ✔️ Make a spending plan (aka budget)
  • ✔️ Improve your relationship with money
  • ✔️ Help you define your financial goal (pay off debt, setting up a budget, set up an emergency fund, etc)
  • ✔️ Build Wealth
  • ✔️ and so much more

 

Please note that we’re not a Financial Advisor – we do not advise on investments funds. We’d be more than happy to nudge you in the right direction if this is what you’re looking for.

The skills we’ll help you develop will be used for a lifetime. Improving our relationship with money is a process.

We focus on the present and what you seek to accomplish – we’re a judgment-free zone so your financial dreams can flourish.

The Munchkin Cat Package

for those that just need a push in the right direction

Investment starts at $100/session

Who it’s for:
Ideal for the person that knows exactly what their end goal is. You must be diligent and willing to put in all the work.

What’s included:

  • Homework
  • One 1-hour call to review homework, work on action points and set up short, medium and long term goals.
  • Email with follow up after the call
  • Access to a discounted rate for any future Financial Coach Engagement

The Devon Rex Cat Package

for the ones that need a little guidance

Investment starts at $425/package

Who it’s for:
You know what you want to accomplish. Your big dreams are vivid in your mind. You can fell it, smell it and almost touch it. You need guidelines and guardrails to achieve your goals. You’re willing to put in the work and the sacrifices to make it happen.

What’s included:

  • Homework
  • Five 1-hour call to review homework, work on action points and set up short, medium and long term goals.
  • Email with follow up after every call
  • Follow-ups with email and text messages
  • Access to a discounted rate for any future Financial Coach Engagement

The Siberian Cat Package

for the ones ready for change

Investment starts at $850/package

Who it’s for:
Your dreams are bigger. You might have some student or credit card debt. You might be starting a family. You’re planning for yours and your family future. 

What’s included:

  • Homework
  • Ten 1-hour call to review homework, work on action points and set up short, medium and long term goals.
  • Email with follow up after every call
  • Follow-ups with email and text messages
  • Access to a discounted rate for any future Financial Coach Engagement

How Does It Work?

1. Apply to Work with me

Fill out the contact form or send us an email.

Let us know your struggles, your budget, your pain points and what that beautiful crispy morning will look like. Be bold. Be honest. Be you.

2. Discovery Call

The “face-to-face” time. Once we receive your inquiry, we’ll review the info you sent and schedule a complimentary discovery call. 

This is the time for your questions, our questions and for us to strategize how to better help you on this journey.

3. Step Three Here

You’ll receive homework after every session.

We expect you to work on them and send them back, at least, 48 hours before our call.

At each call, we’ll discuss your progress. Celebrate your achievements. And get ready for what is next.

F.A.Q.

If you have any additional questions, drop us a note.

Read more kind words from clients

  • “Giovana is exceptional to work with – she’s responsive, knowledgable and on top of tasks and deadlines. Gio’s takes on all work with a smile and collaborates with others when required. She’s always on top of her tasks, work great with the team, is a very good listener and is very attentive to details. I know I don’t need to worry about the books, communication with vendors and employees or any compliance item ahead of us. To have the confidence that our employees are getting paid on time and correctly, and that tax season will be a but smoothly due to her work through the year is an amazing feeling. We’ve worked with Giovana for over 4 years and are sure she will be successful with her new venture!”

    Dave Carter – Brightidea
  • “Giovana is a lifesaver! I started my own business without knowing the first thing about bookkeeping and quickly realized I was in dire need of some help. I contacted Giovana and she stepped in immediately. In no time, my finances were in order and my books never looked better. Whether it’s an email, sales tax issue or an invoicing problem, Giovana handles it with a sense of calm, expertise and grace that instantly puts you at ease. Not to mention her response time is quick and punctual. I and my business are forever grateful that we found Giovana”

    Dan – Two Inches Short