Let’s Chat!
Take back control of your FINANCIALS with Practical & Tactical Coaching
Let’s Chat!
Take back control of your FINANCIALS with Practical & Tactical Coaching
Budget Review
Do you need another set of eyes on your budget to see what your missing? Or help finding ways to cut back to hit some of your goals?
One-on-One Financial Coaching
Comprehensive coaching includes a custom financial plan based on your goals. Great if you want to master creating a budget, eliminate debt and want to have a plan to hit your big goals.
Based on the Baby Steps, developed by Dave Ramsey in Total Money Makeover, the Financial Course provides the tactics to the strategy. You are not left to figure things out on your own. AmyAnn provides tips and insights based on your situation to help build a financial plan that sticks.
The Course
The AmyAnn Curran Financial Success Course focuses on identifying where your money goes every single month. You will understand your current relationship with money and what may be holding you back from achieving your financial goals. You will create short term and long term financial goals that are practical and attainable. Best of all, coming out of this course, you will have a system in place and working to help you stay accountable to your goals.
Course Overview
- Build a Financial Snapshot
- Set Financial Goals
- Understand Family Financial History
- Understand Your Financial Personality
- Review Current Budget
- Why’s of Budgeting
- Establishing Monthly Goals
- Establish a Baseline Budget
- A2 Tips & Dave Ramsey’s Baby Steps
- In Depth Tactic to Implement Baby Steps Every Day
- Establish a Retirement Plan
- Establish an Accountability Plan
- A2 Tips Resources
Business Financial Coaching
Business owner are you ready to set financial goals for your company and form a plan to achieve them? Then Business Coaching is for you.
Group Training Workshops
These are custom one-time workshops or a series of workshops based on your needs.