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Financial Service Plans

Comprehensive financial plan with 6 months coaching to permanently transform financial habits

Goals:

  • Create an actionable, easy-to-follow system for successful personal financial management

  • Stop living paycheck to paycheck

  • Learn how to live a debt-free life

  • Transform negative financial habits that only serve to keep you from achieving your goals

 

Plan Includes:

  • 4 weekly one-on-one sessions for the first month, each lasting 1 to 1 1/2 hours to create your comprehensive financial plan, which includes:

    • A personalized budgeting method that’s accurate and easy to follow

    • Savings and investment plans for both short and long-term

    • Debt repayment plan, if applicable

    • Credit report evaluation with action items for repairing and improving credit score, if applicable

    • Student loan repayment options, if applicable

    • Discussion of best insurance scenarios for health, life, long-term care, etc.

    • Tax planning

    • Financial education​

  • 5 months of additional coaching (1 one-hour session or two 30-minute sessions per month), to ensure both a complete implementation of your financial action plan and the ability to address any challenges or barriers that may arise

  • Easy-to-follow financial action plans created each session with Shay during the 6-month period of engagement to assist with completion of all tasks necessary to get finances in order

  • All sessions are currently being given by either phone or Zoom, at your preference

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30 days to Debt-Free life

Goals:

  • Main focus is on getting out of $25,000 or more of debt without impacting your credit score

  • Create an actionable, easy-to-follow system for successful financial management

  • Stop living paycheck to paycheck

  • Learn how to live a debt-free life

  • Transform financial habits that don't serve

 

Plan Includes:

  • 4 weekly one-on-one sessions for the first month, each lasting 1 to 1 1/2 hours to create your comprehensive financial plan, which includes:

  • A personalized budgeting method that’s accurate and easy to follow

  • Savings and investment plans for both short and long-term

  • Debt repayment plan, if applicable

  • Credit report evaluation with action items for repairing and improving credit score, if applicable

  • Student loan repayment options, if applicable

  • Discussion of best insurance scenarios for health, life, long-term care, etc.

  • Tax planning

  • Financial education

  • 5 months of additional coaching (1 one-hour session or two 30-minute sessions per month), to ensure both complete implementation of financial action plan and to address any challenges or barriers that may arise
     

  • Easy-to-follow financial action plans created each session with Shay during the 6-month period of engagement to assist with completion of all tasks necessary to get finances in order
     

  • All sessions are currently being given by either phone or Zoom, at your preference

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 Employers: Offer one-on-one financial coaching as  a benefit for your staff

Employees are arguably the most important asset you have. 

 

If your employees are experiencing financial issues at home, that cause them to feel unnecessary stress at work as well.  Like many of us, they may not have received much, if any, financial education and may be struggling to make ends meet.  

 

They may also not be maximizing their income by investing in your company’s retirement plan because they feel they either don’t have the know-how to choose their investments or they don't have a clear picture of how beneficial this could be down the line. They may not even realize exactly how much money they’re leaving on the table by not taking advantage of the company match. 

Offer your staff the most useful type of assistance available: one-on-one sessions that will leave your employees:

  • Feeling empowered and confident when it comes to managing their money

  • With the knowledge they need to confidently invest in their company retirement plan

  • With a specific and actionable plan for everything from paying off debt, improving credit scores and budgeting successfully to saving for a new house or car

  • No longer living paycheck to paycheck.

If you would like your employees to feel relaxed, focused and well-cared for, then offer them a path to financial wellness. They will feel happier both at home and at work.

 

Contact us today for a free consultation and we’ll tailor a plan that works for both you and your employees.

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Entrepreneurs

It’s fantastic!  You’ve got a great job – or three great jobs. You’ve got flexibility, a solid hourly wage and the ability to work from home. The only downside is your employer does not take out taxes for you.

 

You know you should be putting money aside for quarterly taxes, but when you get your paycheck, you think of the hundred things you need and another ten things that you’ve wanted for a while but haven’t been able to afford.

 

You think “I’ll put money aside for next quarter,” but then it doesn’t happen and before you know it, you’ve got a $5,000-$10,000 tax bill at the end of the year and no money to pay it off.

You’re also a little unclear on what business deductions you can take as a freelancer, so you end up taking fewer than you deserve and that tax bill gets even larger.

In my one and a half hour, one-on-one, Entrepreneur's Business Coaching Intensive, I will teach you everything you need to know about how to start and run your business.

 

We'll Discuss:

  • What kind of business formation (i.e., Sole Proprietor, LLC, S-Corp) is best and how to get that created

  • How to accurately and easily keep track of your income and expenses

  • How to calculate and make quarterly estimated tax payments to the government

  • How to determine reasonable wages for officers if you are an S-Corp

  • Which business deductions you should be taking and how to find every last one to which you are entitled

  • How best to keep your business and personal expenses separate

  • Any other questions that you have regarding your particular business 

At the end of the session, you'll have all the know-how and tools you need to move confidently forward with your business.

 

You will also receive one month of free email follow-up after your session to help you implement your plan and to answer any additional questions that may have arisen.

Contact me today for a free consultation and start getting your business in great financial shape!

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Webinars

Shay currently offers 3 highly educational, empowering and motivating LIVE Zoom webinars:

 

These are great presentations to offer your staff or as a lunch and learn for your company event.

 

Topics include:

 

I. How To Create A Budget And How To Follow It Successfully 


Budgeting is the key to all good successful financial management. Oftentimes we create a budget but then aren't really sure how to follow it. Or we create a budget that isn't really accurate, so it ends up not working even if we do try to follow it. 

In this webinar, you will not only learn the 7 Easy Steps to creating and following a budget, but you'll hear about the 6 ways to overcome mental blocks keeping you from budgeting successfully. 

 

At the end of this webinar, you will have everything you need to to create and follow your own budget,

including the inspiration and motivation to actually do what's necessary to get it done!

II. The 3 Keys to Getting Out of More Than $25,000 of Debt Without Feeling Deprived and Without Living Paycheck to Paycheck
 

There is nothing more stressful than being in huge credit card debt and having to make monthly minimum payments of hundreds or even thousands of dollars, leaving you with nothing at the end of each month.

Whether you believe it or not, getting out of debt - no matter how high the amount - can be accomplished by implementing a systematic, easy-to-follow plan. One that will leave you feeling confident, secure and empowered. 

In this webinar you'll learn:

1) How to instantly become "good" with money

2) The secret to the simplest budgeting method ever and how to follow it successfully

3) The simple reason you need to save and pay off debts at the same time and the trick for how to do both without ending up broke

Are you finally ready to get out of debt once and for all? If the answer is yes, then you'll want to make sure you're don't miss this class!

​III.  Guided Financial Meditation: Stop Negative Messaging and Create an Opening for Abundance

This 1-hour session provides an opportunity for both calming the mind as well as bringing awareness to the barriers that might be getting in the way of attracting the abundance you deserve.

 

For 45 minutes, you will be led through a series of meditations designed to bring awareness to your financial habits, along with suggestions for how to move past them. The remaining 15 minutes will be an opportunity to discuss the experience and how best to continue the process on your own.

 

Participants will leave this session feeling both a new sense of possibility in the area of personal finance as well as the feelings of empowerment that lead to better financial management and the attraction of abundance.

CONTACT SHAY

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©2020 Shay Port Financial Wellness