Committed to helping you achieve your financial goals.

 

Are you looking to improve your finances? You have come to the right place.

I am committed to helping you achieve all your financial goals. Through effective one-on-one coaching, I will help you assess your current situation, identify your goals, then layout all your financial options. I will also provide mentoring, accountability and encouragement while you implement your financial plan. My overall goal is to provide you with information and resources that put you on the path to financial freedom.

If you’re not sure which way to go financially don’t guess at it, let me help you take control of your money. I work with persons from all walks of life, all ages, singles and couples. Whether your financial objective is to; develop realistic a budget, save more money, pay off debt, increase your income, or build wealth, I can help.

Don’t put it off any longer. Contact me today, for a free consultation and start working toward your financial dreams.

As your coach, I am committed to helping you solve your most pressing financial issues one step at a time.

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

One-on-One Coaching

I will conduct an in-depth analysis of your financial situation. We will discuss your current goals and objectives, assess your most pressing financial issue 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. (One-on-one sessions cannot begin before the free initial consultation has been completed.)

Cost: $125 per session

What’s included:

  • A free initial consultation
  • 1 full consultation and 2 follow-ups over 3 months.
  • Convenient meeting options; virtual or face to face.
  • Detailed plans and strategies to implement.
  • Mentoring and accountability checks.
  • Email support for specific questions between sessions.
  • Unlimited access to budget forms, debt reduction spreadsheets, goal tracking worksheets, how-to information and other resources over the 90-day period.

Group Coaching

Do you have friends or family members walking a similar financial journey? Group coaching is an excellent option for those who need that added support and accountability. Group sessions are composed of three to five people. Sessions are offered on a monthly basis at a time convenient for the entire group. (Group sessions cannot begin before the free initial consultation has been completed.)

Cost: $100 per participant

What’s included:

  • A free initial consultation.
  • 3 full consultations in 90 days (30 days apart)
  • Convenient meeting options: virtual or face to face.
  • A customized financial plan.
  • Email support for specific questions between sessions.
  • Mentoring and accountability checks.
  • Unlimited access to budget forms, debt reduction spreadsheets, goal tracking worksheets, how-to information and other resources over the 90 day period.

Comprehensive Financial Plan

A financial plan is for those individuals who want to take a comprehensive look at their financial situation; cashflow planning, debt management, retirement planning, college planning, risk protection, tax planning and investment asset allocation.

Cost: $500

What’s included

A free initial consultation

1 full consultation and 4 quarterly follow-ups over 12 months.

Review and prioritization of your financial goals and objectives

Reviewing your current investments and developing an asset management strategy.

Complete a retirement planning assessment, including financial projections of assets required at estimated retirement date

Identifying tax planning strategies to optimize financial position.

A written financial plan with detailed recommendations to meet your stated goals and objectives.

An action plan to implement the agreed upon recommendations.

Start improving your finances today

Email: contact@corneliusdavisjr.com
Phone: 678-632-5554