1:1 Coaching

My one-on-one coaching is designed for anyone that is ready to get their finances in check.

Are you ready?

  • Ready to start feeling confident with your money?
  • Ready to get a grasp on your financial situation?
  • And ready to start achieving your financial goals?

If you answered yes, yes and yes, a one-on-one coaching session might be beneficial to you.

Coaching is for you if:

  • You want to have a plan for your money
  • You want to save money but are not sure how
  • You are ready to conquer your debt
  • You want to grow your net worth
  • Above all, you want to feel in control

Topics we may discuss:

➡️Budgeting & personal finance basics

➡️Setting & achieving financial goals

➡️Money mindset (overcoming scarcity mindset, building confidence)

➡️Saving money & retirement



➡️ And related

What are people saying?

“Dana was very helpful and started the meeting with an agenda on areas I wanted to cover. She did her research and made sure to focus on specific questions I had and wanted answers on. She was a great listener, walked me through specifics (shared screen) and took notes for following up.”

1:1 Coaching Packages

$40 1-Hour Session

During this session we will focus on the topic(s) of your choice: budgeting, saving money, retirement, investing basics, money mindset, paying off debt, etc.

$80 2-Hour Session

With a 2-hour session, we will dive in deeper to cover multiple topics based on budgeting, saving money, retirement, investing basics, money mindset, paying off debt, etc. Ideal if you have multiple topics to cover and want adequate time to cover them. Meeting time can be all at once, or two separate meetings.

Budget planners & handouts are included in both sessions.

IMPORTANT: Time slots are limited. Saturdays only between 11 AM and 5 PM PST. If you need to request a new time not listed, please message me on Instagram @budgetadvisorblog and I can accommodate. Or email me at budgetadvisorblog@gmail.com

Legal disclaimer: The nature of this blog is to educate and inform based on the opinion and experiences of the author and should be taken as such. The information and ideas found on this blog are opinion-based and these opinions do not reflect the ideas, ideologies, or points of view of any organization affiliated with this blog. The information on this blog is authentic to the best of my knowledge, and as such, it is prone to errors and the absence of some key information. The content on this blog is generated for entertainment and informative purposes and is not intended to be perceived as professional advice in regards to health or finances, or any other field. Read more about my disclaimer here.