Sign-up for our free webinar to learn if the Race to $100K is right for you.

RACE TO $100K GROUP COACHING PROGRAM

This 12-month financial coaching program is designed for young professionals who did not know they could have a financial advisor. Space is limited to 30 people. There will be a mix of in-person and virtual events. The goal is to change the trajectory of your life. If you want to be a millionaire someday, you have to start somewhere. Savings Coach is here to help you achieve your financial dreams.  

✅In-Person Kickoff Event 
✅Personalized Financial Snapshot – Assess each participant’s financial starting point.
✅Investment Portfolio Setup – Establish or optimize accounts for active investment management previously reserved for the wealthy
✅Customized Financial Roadmap – Develop a tailored plan based on individual's risk tolerance, goals, and experience.

Ongoing Investment Management & Coaching Services 

  • Fiduciary financial partner – managing / advising on investments for client's goals.
  • One-On-One Financial Coaching Calls – Ensure clients stay on track.
  • Behavioral Coaching – Helping clients avoid emotional financial mistakes.
  • Group Learnings – A mix of in-person and virtual opportunities for shared learnings and financial education.

Content To Be Covered 

  • Personal Financial Audit - Income, expenses, assets and liabilities
  • Debt Management & Credit Optimization - Explore strategies to eliminate debt and improve credit
  • Major Life Expenses & Planning - Saving for a car, wedding, home, children, etc.
  • Buying Your First Home - What most people miss
  • Automation and Monitoring - How to leverage technology to efficiently and effectively manage your finances
  • Understanding Behavioral Influences - Convenience, travel, health, experiences, freedom, relationships, generosity, luxury, social status, self-improvement
  • Important Documents - Review common important documents impacting your financial well-being
  • Financial Checklist - Life is easier when you check off milestones on your personal roadmap
  • Insurance & Risk Protection - Who actually needs insurance? Identify other risks to financial success
  • Other Financial Literacy Concepts - Inflation, compound interest, asset allocation, mortgage options, buying vs. renting, and real estate investing basics
  • Preparing for a $100K+ Portfolio - Scaling Up Investments

After 12 months, there will be a final milestone check where we review your accountability plan, ask for referrals, and celebrate your ongoing success! 

Membership Fee for Race to $100K Program

💡$175/month → Includes group events, one-on-one coaching, investment advice, and access to our technology offerings.

If you prefer one-on-one coaching without the group aspect, please contact us directly. We are here to help you have financial success!