Impact
Strategic Wealth Planning in 2 Sessions
Impact is for middle and high income earners who simply need the roadmap to get where you’re going with depth and speed. This is my most efficient coaching container. In just 2 (deeply customized) sessions, I’ll analyze your entire financial picture and deliver a fully personalized wealth strategy to help you:
- Optimize your income (even if your money’s all over the place right now) and spending plan
- Eliminate debt quickly and with the least amount of interest
- Reduce fees, streamline your accounts, and stop money leaks
- Build your path to FI (financial independence) – even early FI if that’s your goal
You’ll have my eyes on every decision and will leave knowing what to do, why it matters, and how to do it (and keep doing it!).
What We Work From
At the beginning of Impact, I’ll collect multiple documents from you (like mortgage and credit card statements, pay stubs, outstanding bills, investments, monthly expenses, etc) to create your personalized financial independence (FI), spending, saving, and debt elimination plan.
They help me calculate how much you’re currently spending in fees and interest (so we can reduce them), evaluate your investment returns (so we can increase them), and identify what accounts you need to open and begin funding. I’ll also assess the opportunity cost of your current financial decisions and show you how to shift them to reach FI faster.
These documents allow me to spot any financial exposures that need to be shored up, identify your Impact Number, and streamline your entire financial system for clarity, efficiency, and growth.
IMPACT
What You Get
Impact’s 1:1 coaching container is for you if you are a highly independent self-starter who’s ready to move fast. You’ll walk away feeling clear and in control of your financial future.
1
A custom Wealth Strategy I build behind-the-scenes before we meet – this is a living, breathing document that adjusts as your life changes. You can expect to use this tool for the rest of your life! It auto calculates your monthly bills, spending, FI number, Impact Number, and the amounts you need in your assets to reach FI.
2
A 2-hour kickoff session where we map out savings, debt crush, and investment goals
3
A custom action item plan to implement our strategy following our first call – this list includes what accounts to open/close, tools to get and begin using, referrals to any financial professionals you may need in order to execute our strategy (like health insurance agents, CPAs, real estate agents, mortgage brokers, estate planning attorneys, financial advisors, etc.)
4
Unlimited access to me for 2 weeks – including extra calls as needed for “QFHs” (or “Questions for Holly” as my clients call them!)
5
A final 60-minute follow-up to get all your questions answered and your systems locked in
What Impact Clients Say
Ash C.
Holly is so good at holding space and really listening to where you feel zero judgement. She has a very unique approach to how she teaches you to be smart with money and systemize building wealth in way that’s realistic and also compassionate. I learned ways I could eliminate debt I had never thought of before and she debunked a lot of myths around what is best for retirement as an entrepreneur.
Dennis H.
I had come to a point where I was making more money and wasn’t quite sure what to do it with it. She made many things that may feel negative around money, not. I feel more empowered now to make decisions more quickly and got better at using my budget strategically and have more confidence knowing what to do.
Bethany B.
My biggest takeaway from Holly’s program is her impact strategy and how to break down what to do with every penny that comes into my business, how to pay myself, and budget for staff. She’s really knows her stuff when it comes to financial planning and my business started making money hand over fist and I paid off old debt, made investments, and set up savings.