Life with kids is busy, but that doesn't mean family finances can get put on the back burner.
You can:
Create a plan and master your money.
Attack your debts and build savings for your future.
Have confidence in your financial plan so you can enjoy spending money.
Find peace and calm with money in your home and in your relationships.
Raise your children to be smart with money too!
Does this sound like your experience with money?
You feel frustrated you worked hard for a professional degree, obtained a job with a good salary, and still feel like you have so many questions and frustrations about money.
You have spent time and money with a financial planner but the information is overly complex or confusing and it doesn’t feel like it applies to your day-to-day money management.
You assumed you would figure it out over the years. But suddenly the years have passed by too fast! You are now looking at college for your kids even if still wrestling with your own student loans, and retirement is no longer terribly far away.
You have spent time reading about eating rice and beans and becoming completely debt free! But the sacrifice feels too great, the results too far away, and the energy fizzles after a few weeks.
It’s frustrating to be busy helping others every day at work or at home, only to realize after many years, you haven’t helped yourself get ahead financially.
Hi! I'm Colleen, founder of The Prescription for Financial Health.
My mission in my business is to empower busy women with financial confidence for themselves and their families. I know it is easy for money to be put on the back burner when life gets busy with a growing family.
I also know that attacking debt, saving for the future, and spending money on things you love is important to you!
As a healthcare family, I know how it feels to be saddled with 6-figures of student loan debt.
It feels overwhelming to hear financial gurus tell you to be “debt free” when it feels SO out of reach. And talking about retirement and 529 plans?!? Cue the overwhelm.
But I am here to tell you that you CAN juggle it all and "win" financially as your family grows - you just need a little help.
I know because I tried many of the options out there and failed at them as I was raising my 3 children. Ultimately, I realized we needed a personalized plan for our family. That plan allowed us to attack our debt, save for our future, and enjoy spending on things we loved all at the same time!!
The financial plan also has to work at many different stages. You and I both know that family life moves fast and the name of the game is always change.
(as you can see in these pictures --> I blinked and my kiddos went from running around at Disney to graduating high school and heading off to college!)
So many incredible, professional, super-smart women give their all to others, but feel defeated when it comes to handling finances and talking about money.
But you NEED to give yourself - and your finances - more attention.
That’s why I created this framework. For you.
You can eliminate that giant mountain of student debt, enjoy the spending you do on a regular basis, and have clarity around how you’ll consistently hit your big (retirement) and small (annual vacation) financial goals for your family.
This is your "Prescription for Financial Health".
I have found that my process works best for
Women who want to stop stressing about finances and want to take action to create a money plan that is personalized to their unique family situation.
Your Results are Priceless
Financial principles for a lifetime.
Personalized plans for attacking debt and saving for the future.
Personalized feedback to help you stick to your goals.
You now have a dedicated accountability partner with a financial coach on your team.
You will develop new skills and habits that will serve you for a lifetime!
Benefits for your financial health and skills to teach your children along the way.
Let's Build Your Personalized Family Plan Together!
When you sign up to work with me, we’ll start off with a one-on-one phone call to talk about your finances. From there, we will develop a customized plan to move you through the following steps:
Step 1
Clarity on your family goals
In this step, we’ll get you the clarity you need to stop the worrying and wondering where your money goes.
We will work together to determine your current overall financial picture, as well as your motivation for improving it. We will take some time to clarify what your true financial dreams are for your family.
We will pay close attention to spending money on things you love!
Step 2
Action steps to take immediately
Here we will get into the specific details of your money. We will focus on organization and make a plan of specific next steps for your family.
We will find accurate measurements of your financial health that you can continue to monitor so that you know that you are constantly improving. We will quickly build financial awareness.
This step involves lots of
taking action!
Step 3
Increasing Net Worth
Our program begins with getting clarity on where your household is financially. It then dives into taking action and making changes so you can see the progress immediately.
But in the long term, our actions of attacking debt and saving for the future continue to build your net worth.
You are now not only seeing financial wins, but you are seeing big wins for your family!
Client Testimonials
I know spending money to improve your money may seem counterintuitive...
but we are going to make strides towards your goals that you haven't been able to make on your own. You will see immediate wins while we work together AND continued improvement for all the decades to come!
The Prescription for Financial Health is a 90-day, high touch coaching program that gives you 1-on-1 support to help you achieve your specific money goals in a way that meshes with your busy schedule.
You will receive:
1:1 Coaching Calls for completely personalized financial coaching
Unlimited weekday email support
12 Weeks of Weekly Accountability Check-Ins
Opportunities to ask questions & receive feedback
Access to all modules from the full Master Your Money Course
You know your house makes a good salary and you are ready to use that money to hit your
financial goals!
Want to work together?
Click the button below to book an Opportunity Call with me. On the call, I’ll get to know you, ask some questions about your finances, lifestyle, the journey you’ve been on with money so far, and learn about your goals.
At the end of our call, 1 or 2 things will happen:
1) You will know this is exactly what you have been looking for and be ready and excited to dive in to finally getting some help with your money!
2) You will decide this isn’t what you need right now - and that’s OK too. (But I’m betting this won’t be the case!)
No matter what you choose, know that this call is not high pressure and is simply a chance for me to learn more about your current money situation and goals and ensure my program can help you.
I look forward to talking and seeing if I have the right prescription for your financial health!
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