It doesn’t have to be paycheck to paycheck.
SUFC is committed to helping clients better themselves and their families by teaching them how to Step Up and take back control of their finances through Financial Coaching
Services:
- Consultations
- Budget Check-ups
- One-Time Coaching Session
- Coaching Membership
Complimentary Consultation
$0.00
In the 30-Minute Complimentary Consultation we discuss your concerns, goals, and road blocks so your coach can determine the best way to assist you.
NOTE: It is recommended to have a consultation before scheduling any budget check-ups or coaching sessions so your coach can gather the correct resources and information that you need. We recognize that both yours and your coach’s time is extremely valuable, and we want you to get the most out of your coaching experience.
Budget Check-Up
$250
In the 60-minute Budget Check-Up we listen to the heartbeat of your lifestyle and take the blood pressure of your budget to ensure that your finances are still in good health. Just like your regular physical, if anything is found that could be detrimental to your financial health, you will be given Financial Health Recommendations to help you get back on track.
NOTE: It is recommended to have a consultation before scheduling any budget check-ups or coaching sessions so your coach can gather the correct resources and information that you need. We recognize that both yours and your coach’s time is extremely valuable, and we want you to get the most out of your coaching experience.
One-Time Coaching Session
$350
A 2-hour One-Time Coaching session is usually scheduled for those who want more than just the number crunching of the Budget Check-Up but don’t want to commit to the six-month coaching program. Your coach will help you power through the numbers, but will also take a deeper look at what effects the numbers and give you recommendations accordingly.
NOTE: It is recommended to have a consultation before scheduling any budget check-ups or coaching sessions so your coach can gather the correct resources and information that you need. We recognize that both yours and your coach’s time is extremely valuable, and we want you to get the most out of your coaching experience.
Coaching Membership
$300/month
Of all the options, the Coaching Membership is the most preferred! Every month you receive:
> up to 2 90-minute coaching sessions
> up to 2 follow-up phone calls (15-30 minutes each)
> text and email access to a coach 7 days a week (be aware that you may not receive immediate responses at night and on weekends; family time comes first!)
Throughout your membership time, your coach will work with you to: 1) identify areas in your budget and life that you need to work on, 2) decide on a Custom Action Plan, and 3) implement your Custom Action Plan. You will also receive a Coaches Recommendations from every session, as well as resources to assist you in accomplishing the goals you and your coach have set.
NOTE: It is recommended to have a consultation before scheduling any budget check-ups or coaching sessions so your coach can gather the correct resources and information that you need. We recognize that both yours and your coach’s time is extremely valuable, and we want you to get the most out of your coaching experience.
SUFC Coach Story
Merinda Bundy
$20. I remember having $20 to buy food for myself and my toddler. At 8 months pregnant with Braxton-Hicks I was scrubbing toilets for people to earn enough cash to get food, diapers, cell phone minutes, and pay my parents a tiny bit of rent for my childhood bedroom. Though my now ex-husband had kicked out both me and the toddler and refused to support us, it wasn’t until my new baby was 6 months old that I finally filed for divorce.
During my marriage I would stand in front of the empty refrigerator and cry, while he was at work with fast food and soda. While we were separated I ended up having to go on welfare. After the divorce I became the sole supporter of my two little ones.
My children don’t remember not having enough to eat. They don’t remember me crying in the kitchen. They don’t remember me agonizing between which foods we could afford or not. They don’t remember not being able to call Gramom because Mama couldn’t afford phone minutes.
Because of this I chose to become a Financial Coach. Because I know what it’s like to have to choose between milk or eggs. Because I know what it’s like to sit in line at the food pantry. Because I know what it’s like to cry because you have less than $400 a month to live on with 2 babies. Because I know what it’s like to work all day away from your young children. Because I know what it’s like to be a single parent working a full time job and a part time job just to make ends meet. Because I know what it’s like to take three steps forward and two steps back.
This is why I chose to become a financial coach.
-Merinda Bundy, Financial Coach
“You can’t go back and change the beginning, but you can start where you are and change the ending.”
– C.S. Lewis
Step Up Financial Coaching 