You might have noticed that here at Fiscal Fitness Club, we do things differently. No stuffy, suited advisors to see around here.
While most of the male-dominated and very traditional financial planning industry tends to focus on retirement planning only, I know for a fact that as a woman with a successful career or business and a solid monthly income, you don’t want to save all the fun to your 60s and 70s.
This is why I have developed my own unique, 3-step Financial Wellness Method that first focuses on establishing a system for managing your money (taught in my Financial Mastery for Empowered Femmes course), then setting financial goals that align with the lifestyle you want to live NOW and up until retirement (covered in my Wealthy, Wise & Well membership), and only after these 2 steps are completed, we will start looking at retirement planning.
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WELCOME TO YOUR FINANCIAL WELLNESS CENTER
Explore offers
It’s time to take stress out of money management. LET’s connect you to your finances in a positive, easy-flow way, and make your dream life a reality.
Financial coaching - the feminine way
financial coaching
My goal for you is to have a quality of life you desire, today - AND when you decide to stop working. Let’s bring your finances in ALIGNMENT with your vision board.
ways i can support you
services
You can join the group program, become part of the Wealthy, Wise & Well membership, or hire me to consult you 1:1 to help you with your retirement & investment planning. No matter what your current situation looks like, I can help you get your money working FOR you. Keep scrolling to find the option that is best suited to your individual circumstances.
what we will be covering
- 5 course modules
- 5 x weekly group coaching sessions
- 2 x 1:1 coaching sessions (week 2 and week 4)
- Exclusive invitation to join weekly Fiscal Fitness Friday live sessions (ongoing)
- Invitation to exclusive monthly “Women Talk Money” events
- 2 x free check-ins within 6 months of completing the program
what is included
This program is designed to help you to set the foundations for a financial future that allows you to live the life of your dreams. After completing the 5 modules, you will have all of the tools you will need to make your money work for YOU. You will have less stress, less anxiety, and clear intentions with your money. You will become part of a 5-week intimate, supportive small group experience (a maximum of 10 participants) where we work through one module per week and you can get additional personalized support & and all your questions answered on the weekly coaching calls. If you take action and implement the tools and resources I give you in this course, I promise your financial outlook will completely change.
what you can expect
You are making a decent income yet you feel like you have nothing left over each month. You need help with establishing a system to manage your money in a way that will help you take control of your spending and make better financial decisions overall.
For whom
A 5-WEEK group program
Financial Mastery for Empowered Femmes
Investment:
EXPLORE OFFERS
Step 1
FREEDOM 5
WEEK 5 2 hours a month tracking system implementation
WEEK 4 Establishing systems to support your vision
WEEK 3 Setting your goals in an aligned way
WEEK 2 Building your budget worksheet
WEEK 1 Your money story and money vision
Understanding your intentions with your money. I really take the time to get to know you and what your history with money is. This is a really important step to making the changes necessary to your financial system. This is a time to understand the vision for your money.
WEEK 5 2 hours a month tracking system implementation
WEEK 4 Establishing systems to support your vision
WEEK 3 Setting your goals in an aligned way
WEEK 2 Building your budget worksheet
WEEK 1 Your money story and money vision
Gathering your current financial information including any debt and how you are currently managing the flow of your money. This is where we build your budget worksheet. I provide you the template. We will work through Google Sheets.
WEEK 5 2 hours a month tracking system implementation
WEEK 4 Establishing systems to support your vision
WEEK 3 Setting your goals in an aligned way
WEEK 2 Building your budget worksheet
WEEK 1 Your money story and money vision
Creating goals that align with your intentions. Taking that vision off the vision board. We will talk about spending habits and debt management (good and bad).
WEEK 5 2 hours a month tracking system implementation
WEEK 4 Establishing systems to support your vision
WEEK 3 Setting your goals in an aligned way
WEEK 2 Building your budget worksheet
WEEK 1 Your money story and money vision
Creating a financial navigation system to understand the direction you want your money to flow. This is where we put your money to work. We automate your system and easily track it without tedious steps.
WEEK 5 2 hours a month tracking system implementation
WEEK 4 Establishing systems to support your vision
WEEK 3 Setting your goals in an aligned way
WEEK 2 Building your budget worksheet
WEEK 1 Your money story and money vision
Staying ON TRACK! You will learn how to ONLY spend 2 hours a month on your money. You will fund your goals, meet your current needs and invest for your future. I have a pre-designed way to check your finances. Just like a road trip, you have to check in to make sure you are still going in the right direction.
- Weekly live ‘Fiscal Fitness Friday’ sessions
- Immediate access to FREEDOM 5
- Q&A discussion forum ‘Let’s Talk Money’
- Digital vision board template with an vision planning kit
- Monthly vision board MEETUPS
- Live financial education webinars
- Articles and Newsletters about the latest "happenings in the world
- Articles and newsletters about ‘the happenings’ in the financial world
what is included
You will become a member of a supportive community of like-minded women dedicated to creating a new financial reality. Through a holistic and easy-to-understand approach to building wealth (completely free from confusing industry jargon!), you will start taking steps toward making the vision you have for your life come alive. Whether you are just beginning the process of creating a financial management system OR you are a savvy budgeter, bombshell investor or enjoying the luxury of time in retirement, this membership will keep you engaged and educated.
what you can expect
You want accountability, financial resources and educational tools to begin cultivating your wealth. You likely have a budget and money management system in place but lack accountability or resources to launch you into growing your net worth or creating passive income sources. You’d like to learn about investing and be a part of a community.
For whom
AN ONGOING MEMBERSHIP
JOIN
Access to the Financial Mastery course modules (see Step 1 above for details)
Annual Payment bonus:
$1495 (annually)
Investment:
Step 2
THE
CLUB
BECOME A MEMBER
THE CLUB
Book a call
This is a comprehensive approach to completing your financial wellness framework. We will examine the various components that make up the financial and non-financial aspects of your retirement. Staying within the financial wellness holistic approach, we will look at the lifestyle you see yourself enjoying in retirement. How do you want to spend your time? Where do you want to live? When do you want to quit working? We will focus on balancing your health, longevity, legacy and income goals.
We will establish a comprehensive financial plan that will help you understand how your short-term financial decisions will affect your long-term retirement goals and includes: lifestyle, health, charitable giving, estate planning and end-of-life planning.
My holistic approach will serve as a conduit through which all of your retirement planning needs are met by using a disciplined approach of money distribution and investment management. All while you continue to live an enjoyable lifestyle throughout your retirement years.
Schedule a Discovery Call for more details.
what you can expect
You want to create a lifestyle retirement plan that will help you know how much money you will need to put away for your retirement years. You may be a business owner who needs education and a plan for a business, or belong in a company sponsored plan that you know nothing about other than to put 10% of your money away.
For whom
An on-going 1:1 consulting service
Retirement & Investment Planning
Step 3
I met Jamey during a difficult time in my life. She managed my late father-in-law’s investments, and my husband was very impressed with her when they met to discuss those funds. When my husband died unexpectedly, I reached out to Jamey about managing my accounts. She was so friendly and helpful, as well as knowledgeable. She has taken the time to understand what I need from my investments. She is also very good at knowing how much information I need, and never overwhelms me with too many specifics. She has been supportive when I’ve had concerns about the market, and through her Fiscal Fitness Club she has worked with me to develop effective budgeting skills. She walks me through any changes that she thinks should be made in my investments and is always quick to respond to me. I would recommend Jamey to anyone who is looking for a capable financial planner who really listens.
Janelle I.
I started meeting with Jamey because I felt lost with my finances. I just received a really great job and was making decent money, but I still felt like I was living paycheck to paycheck. I knew I needed to budget and spend less than my means, however, no matter how hard I worked, I could not get ahead. I originally met with Jamey because I thought I needed accountability. But she did more than set me up for financial success — with her guidance she helped me understand my relationship with money. I realized I had unresolved financial trauma from growing up in a financially unstable household. I was so scared of not having enough money that I was living in crippling financial fear. After I understood my relationship with money, I was able to let go of the stress and financial burden I was carrying. This has been much more than a financial journey, but a life-altering experience. I can now see all my basic needs are met. I can save for retirement, take care of my kids, and continuously work towards my life goals without the fear of failure. I cannot thank Jamey enough for helping me build the life I have always dreamed of.
danae s.
I appreciate the professionalism and energy Jamey brings in helping me manage my money. She is always learning and sharing new ideas based on her newly acquired knowledge, with me. I have been pleased with how she really listens to what I need and takes the time to answer any questions. I highly recommend her financial services.
Cynthia G.
