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Financial Coaching and Financial Planning Packages

Options for one-on-one and group sessions are listed below. If you have a specific question, feel free to email me at contact@corneliusdavisjr.com

All financial coaching and financial advising services require a 15-minute consultation before a full session can be scheduled. Full sessions are scheduled at the time all data is sbmitted and payment is received.

  • One-on-One Financial Coaching
  • $300
    per session
  • Financial coaching is for those who have specific financial challenges they would like to resolve. I will conduct an in-depth analysis of your financial situation. We will discuss your current financial priorities, assess your most pressing financial issues, and develop a plan for moving you forward. Throughout the coaching process I will guide and mentor you as you work your way through your financial plan. A financial coaching cycle lasts for 90 days.
  • Initial consultation to establish scope of work and collect financial data
  • Day 1 - One 1 to 2-hour coaching session to develop strategies and financial recommendations
  • A written detailed plan with implementation strategies to hit your financial targets
  • A written detailed implementation schedule with accountability checks to help you stay on track
  • At Day 30 - 1 to 1.5 -hour, follow-up consultation
  • At Day 60 - 1 to 1.5 -hour, follow-up consultation
  • At Day 90 - 1 to 1.5 -hour, follow-up consultation
  • Weekly mentoring and accountability checks throughout the 90 day coaching cycle
  • Unlimited email support throughout the 90 day coaching cycle
  • Unlimited access to budget forms, debt reduction spreadsheets,goal tracking worksheets, how-to information and other resources
  • All meetings are virtual (via zoom or phone)
  • First-time Homebuyer Coaching
  • $250
    per participant
  • First-time homebuyer coaching is for those in the market to purchase their first home and need a trusted hand to hold as they navigate the process. Homebuying coaching will help you financially prepare for your purchase and choose the right home for you and your family.
  • Initial consultation to establish scope of work and collect financial data
  • One 1.5-hour coaching session to evaulaute your housing needs, establish a realistic homebuying timeline.
  • A written detailed plan with implementation strategies for achieving your home ownership goal
  • Credit analysis/Mortgage readiness review
  • Pre-purchase budget analysis
  • Home affordability analysis
  • Projected spending after the purchase
  • Identify and evaluate any applicable home buying programs
  • Tips for selecting the right real estate agent
  • Tips for accumulating your down payment
  • Tips for improving your credit score
  • Weekly mentoring and accountability checks until closing (via e-mail)
  • Unlimited email support throughout the purchasing process
  • Free gift at closing
  • All meetings are virtual (via zoom or phone)
  • Comprehensive Financial Plan
  • $1750
      per plan
  • Financial planning is for those who want to take a comprehensive look at their financial situation. We will conduct a comprehensive analysis of monthly cashflow, current debt levels, retirement, college savings, insurance protections, taxes and current investment allocations. Then develop a comprehensive plan that addresses each one of these areas.A financial planning cycle lasts for 12 months.
  • A free initial consultation and data requests
  • A complete analysis and assessment of the financial information provided
  • Month 1 - 2 - 3-hour, planning session which includes a complete analysis with an assessment of your retirement plan, education plan, insurance, investment allocations, estate plan, tax plan, cashflow plan, and debt management plan
  • A written financial plan including all financial projections and detailed recommendations to meet your stated goals and objectives
  • A written implementation plan with a schedule for completing recommended actions
  • Referral to other professionals, if needed, to assist with completing implementation tasks
  • Month 3- A 1 - 1.5 hour follow up session to review and re-prioritization of your financial objectives and review your current investment strategy and allocation.
  • Month 6- A 1 - 1.5 hour follow up session to review and re-prioritization of your financial objectives and review your current investment strategy and allocation.
  • Month 9- A 1 - 1.5 hour follow up session to review and re-prioritization of your financial objectives and review your current investment strategy and allocation.
  • Month 12- A 1 - 1.5 hour follow up session to review and re-prioritization of your financial objectives and review your current investment strategy and allocation.
  • Unlimited email or phone support throughout the 12-month cycle
  • Support and assistance with implementing your financial plan throughtout the 12 month cycle
  • Unlimited access to budget forms, debt reduction spreadsheets, goals tracking worksheets, how-to information and other resources
  • All meetings are virtual (via zoom or phone)