FINANCIAL COACHING SERVICES
Educational coaching designed to help you build clarity, confidence, and control over your finances.
Budget Build
Personalized budget built around your real life.
Click to Learn More1 Month Coaching
Build momentum and financial clarity.
Click to Learn More3 Month Coaching
Create lasting financial habits and confidence.
Click to Learn More6 Month Coaching
Long-term coaching focused on stability and growth.
Click to Learn More12 Month Coaching
Comprehensive year-long financial coaching.
Click to Learn MorePlan Comparison Table
| Feature | Budget Build | 1 Month | 3 Months | 6 Months | 12 Months |
|---|---|---|---|---|---|
| Custom Budget Built from Scratch | Included | Included | Included | Included | Included |
| Budget Walkthrough & Education | Included | Included | Included | Included | Included |
| 1-on-1 Coaching Sessions | — | 4 | 12 | 24 | 48 |
| Budget Review & Adjustments | — | Limited | Included | Included | Included |
| Expense Awareness & Tracking Education | — | Included | Included | Included | Included |
| Debt Clarity & Organization | — | Included | Included | Included | Included |
| Debt Payoff Education & Planning | — | Limited | Included | Included | Included |
| Emergency Fund Education | — | Included | Included | Included | Included |
| Short-Term Goal Setting | — | Included | Included | Included | Included |
| Long-Term Goal Planning | — | — | Limited | Included | Included |
| Habit & Behavior Coaching | — | — | Included | Included | Included |
| Accountability & Check-Ins | — | Limited | Included | Included | Included |
| Adjustments to Life Changes | — | — | Included | Included | Included |
| Ongoing Financial Education & Support | — | — | — | Included | Included |
What Limited Means
Limited indicates the topic is introduced or reviewed at a high level, without ongoing follow-up, deep customization, or extended tracking.
Important Legal & Educational Disclaimer
Spencer’s Financial Solutions provides financial coaching and educational information only. We do not provide investment advice, tax advice, legal advice, credit repair, or debt negotiation services.
Coaching focuses on financial education, budgeting, organization, goal setting, and behavior-based planning.
All decisions and actions taken based on coaching sessions are the sole responsibility of the client.
Not Sure Where to Start?
A free discovery call can help determine which option fits your needs and goals.
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