Financial Impact with Holly Morphew, AFC® Financial Coach

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Financial independence is all about having a system and building the pillars of wealth one at a time, at a pace that is comfortable for you.

Financial Coaching
Our programs are designed to provide you with a new set of tools to create a more dynamic and fulfilling future for you, your relationships, your career, and various other domains of your personal and professional life where your finances play a role.

By creating good money habits and integrating practices to stay on track, you will one day wake up debt-free with money in the bank, and on the path to financial independence. Add more income and/or time freedom to that equation and you are living in abundance. This was my experience and I am here to be your guide to make it yours too.

Coaching Programs

Our programs are designed to get you to Financial Independence as fast as you want to go, based on where you are right now, while creating wealth and good money habits along the way. Together, we will address your most important and foundational financial pillars first.

Pillars

4 Month 1:1 Program

Build your pillars of wealth including debt elimination, strategic saving, budgeting, smart spending, understanding and optimizing your relationship with money, improving your credit, financial organization, cash flow, banking, rent v buy, maximizing retirement accounts, and investing. Get a simple system to take the guesswork out of managing spending, automate your personal finances, and build wealth with ease. Includes a custom wealth strategy, program guidebook, and four months of one-on-one coaching to improve your money mindset and implement your strategy. The result of this program is debt-freedom, money in the bank, confidence and power when it comes to money, and a clear path to financial independence.

Impact

3 Hour 1:1 Intensive Program

Impact is an intensive planning session that includes a custom wealth strategy, debt-elimination, savings, and investing plan, with a follow up session two weeks later. Get the strategy for building wealth and the system for managing your personal finances. The result of this program is a roadmap to financial independence, based on where you are today.

Abundance

3 Month 1:1 Program

Increase your income by creating a new income stream, starting a business, or scaling a business in a way that is sustainable, profitable, and makes a positive impact. Together, we will dive deep into your unique skills, current resources, and personal interests to create income that is aligned with your core values, lifestyle, and goals. Includes systems, legal and financial set up, operations, planning, launching, and strategy.

Invest

2 Month 1:1 Program

Learn how to get started investing. Choose from real estate, stocks, bonds, index funds, gold/silver, financial products, cryptocurrency, evaluating a business to buy, or a mix. Together, we'll decide which path is right for you, create a framework for balancing risk and reward, and put the right financial team in place to implement your investment strategy.

Which program is right for you?

Already completed a program above?

Check out our programs for Alums!

Strategy Session

90 minute strategy and planning session.

Personal finances are always changing because life is always changing. Get just in time financial planning and never miss out on making the right financial decisions.

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