Give the present of economic freedom this vacation season! Do you’ve gotten an individual in your life you retain recommending Frugalwoods to? Do you regularly ship them hyperlinks to private finance articles that they appear to disregard? Does this similar individual bemoan that their cash is a large number? Do you would like you might stage a monetary intervention? Now you’ll be able to!! I’m right here for your whole monetary intervention wants with…
Reward Certificates for Non-public Monetary Consultations!
Reward somebody some monetary freedom this 12 months!
Sure certainly, you’ll be able to wrap me up and put me below your tree. Questioning what my non-public monetary consultations entail? Learn all about them right here, sign-up for a session your self right here, or learn on for the Cliff Notes:
I work one-on-one with purchasers to demystify private finance and break cash administration down into easy-to-follow steps.
I clarify the place to begin with organizing your funds and the place to go for the longterm in a holistic, simple, anti-jargon, anti-judgment method, which suggests…
This Reward is Good For…
1) Your Grownup Kids/Grandchildren!
Me + my dad and mom over the summer season. I do all the pieces they inform me to. HAH.
I’ve heard that oldsters of grownup youngsters discover it inordinately irritating when their grownup youngsters received’t implement their glorious, hard-won, pristine recommendation. Not that I personally would know something about this since I do all the pieces my dad and mom inform me to… ahem… however, I hear from a variety of you in regards to the frustrations you are feeling over your incapacity to persuade your large children to handle their cash.
It’s arduous to get our children to do something we wish to them to do, so, flip the monetary piece over to me. You’re by yourself with the remainder.
2) Canine!
Okay probably not, however I do love seeing doggos on video calls…
3) Associates Who Maintain Asking to Borrow Cash!
Ship these peeps to me. I’ll assist them get on the root of why they repeatedly run out of cash. And I’ll inform them to cease asking you to be their emergency fund.
4) Your Partner/Accomplice Who’s VERY Bored with You Asking to Talk about Cash!
I’m so enthusiastic about these present certificates that I tied myself round a tree!
We are able to work all collectively–you, me and your partner/associate–or you’ll be able to outsource it to me and I’ll work with them individually. Getting onto the identical monetary web page together with your associate/partner is an integral step to defining your future. How you employ your cash will dictate the kind of life you lead collectively.
If cash is a sizzling button, emotionally-charged difficulty in your relationship, go forward and put me in the midst of your fights!
Having a impartial third social gathering analyze your funds, ask you questions (which your partner will hear) and provide strategies on find out how to deliver your targets into alignment is loads simpler than making an attempt to strong-arm them into it by yourself. I can parachute in with the advantage of not being emotionally connected to your life and provide unbiased recommendation.
5) Siblings Who Assume YOU are Their Financial institution!
You’re not! Ship them my method.
6) Your Niece/Nephew Who Simply Graduated from Excessive College/School!
Catch these graduates earlier than they make a monetary mistake!
Let me assist them cease dangerous monetary habits earlier than they begin! How we use our cash in our younger maturity usually has a profound impression on our longterm monetary well being. Give them the present of beginning out proper. Keep away from errors and prosper! (possibly don’t inform them how dangerous my jokes are… ).
7) Your Dad and mom!
A lot of you’ve gotten expressed issues to me about your dad and mom’ monetary conditions. It’s tremendous awkward so that you can ask them in the event that they intend to maneuver in with you after they retire. But it surely’s not awkward for me to ask!
Are you involved your dad and mom would possibly suppose that YOU are their retirement plan? Ship them to me. Many people (me included) don’t wish to broach the subject of our dad and mom’ funds as a result of they’re our elders and it feels disrespectful. I get that. In the event you’re involved your of us may not have adequate retirement financial savings or an emergency fund or perhaps a plan for when/find out how to cease working, ship them to me. I can’t report again to you on our conversations–they’re confidential, in spite of everything–however I do know the inquiries to ask to get them excited about their future. They’ll perceive your concern and love by advantage of this present.
I’m An All-Ranges Advisor
The good factor about me is that I’m usually good. I didn’t get into this line of labor to evaluate folks or make them really feel silly about how they deal with their cash. I received into it as a result of I may’ve used me again in my 20s after I was flailing round financially (and in any other case…). Most of us didn’t obtain private finance schooling in class. Nor did we get good recommendation at residence. And so, we launched into maturity deeply not sure of what we’re alleged to do with our cash. I get that as a result of that was me.
I need you to really feel safe within the information that anybody you ship my method will likely be taken care of as a result of:
I’m A Thorough Advisor
Mmmm PIES! Additionally a great present; may very well be paired with a monetary session present card to turn into the PERFECT present. Simply sayin.
Just like my method in each on-the-blog Reader Case Research, my session classes–and ensuing full monetary plans–are complete, holistic, and all-encompassing of every consumer’s funds.
I have a look at revenue, money owed, property, mortgages, bills, investments, retirement accounts, anticipated social safety, bank card technique and extra. I run by means of each side of an individual’s monetary life alongside their longterm targets and aspirations.
I purpose to assist folks work out find out how to make their cash allow them to reside the life they need.
In the event you’re questioning if I may also help in your particular scenario, be at liberty to e mail me (liz@frugalwoods.com) and I’ll let you realize what I believe.
Testimonials From Purchasers
Since I started providing non-public consultations two months in the past, I can now share testimonials from a few of my REAL, LIVE purchasers:
Our Christmas tree final 12 months! You possibly can actually see the burnt-out lights on this photograph… possibly I ought to repair these this 12 months…
“Liz is so insightful and considerate, and gave me pragmatic, significant recommendation that works with my life. I felt extremely seen and heard by her. She actually took the time to ask necessary questions, find out about me, my household and my values, and tailor her recommendation to my and my household’s distinctive wants. Grateful to have the chance to work one on one together with her.”
-S.M., Legal professional
“Working with Liz on our Non-public Case Research was an extremely reassuring and rewarding course of. Her evaluation and report of our monetary scenario and targets had been thorough, unbiased, and considerate. She supplied each small, fast actionable steps and long run planning strategies. I can’t advocate her companies extra extremely!”
-R.W. & A.W., Model Marketer and College Counselor
“After years of placing this off, I lastly took the dive to dig deep into my monetary well being. I couldn’t have accomplished this with out Liz. There may be a variety of emotion wrapped up in how we spend cash. Saving is tough, particularly at first. Liz is educated, sensible and empathetic in her method. She has accomplished wonders to assist me perceive my present monetary well being and what I must do to get to a safer place.”
-R.Y., Pediatrician
“I labored with Liz at a second of full stress and terror in my life as my husband misplaced his job because of the pandemic. I all of a sudden grew to become the first breadwinner in our household and felt utterly panicked. She stayed calm, clear, and persistently targeted on supporting me to see the monetary actuality of my scenario. She empowered me to see the numbers by means of the panic and grounded me within the information that was beneath my fears. I can’t think about having made it by means of this dicey interval in my life with out her AND I’ve extra abilities, information, and confidence on the opposite facet of our work collectively. She is a useful useful resource. I can’t advocate her sufficient!”
-M.H., Management and Profession Coach
Right here’s How the Reward Certificates Will Work:
- You purchase a non-public session present certificates to your individual. Select from:
- Hourlong video/cellphone name with me: $250
- Primary monetary session: $1,500
- Premium monetary session: $3,000
- You give your individual a printed (or emailed) present certificates to redeem.
- They redeem the present certificates by scheduling their session with me.
- They’re eternally grateful to you for setting them on the trail to monetary freedom.*
*expressions of everlasting gratitude not outlined or assured herein.
Listed here are Some Different Good Issues About This Reward
-
This present won’t trigger your children to make this face at you. In all probability.
It’s environmentally-friendly! No manufacturing, no transportation, no carbon footprint in any way.
- It has free delivery! There’s nothing to ship, so, voila!
- It’s not litter! I cannot take up area in your basement or collect mud in your bookshelf. I promise to remain within the laptop.
- It’s one thing everybody can use!
- It’s at all times the best measurement!
- You might be supporting a small (very small), woman-owned enterprise! I’m the lady! Workers embody: me, my husband, and Gigi-the-dog.
- It’s enjoyable! I promise, I actually do attempt to make the expertise satisfying. I do know that speaking about cash may not sound like enjoyable, however I attempt to deliver levity, humor and lightweight to each session.
There’s Nonetheless Time to Be a part of a UFM Mastermind Group!
On one other be aware… there’s a BRAND NEW approach to take part on this January’s Uber Frugal Month Problem: be part of a Mastermind Group!!!! These teams are your likelihood to fulfill (on video) with me and 9 different frugal of us as soon as every week for five weeks beginning in January! Learn extra right here; sign-up to affix right here.
Any questions? Anybody wish to put me below their tree?
By no means Miss A Story
Signal as much as get new Frugalwoods tales in your e mail inbox.