Our version of financial coaching is about a lot more than just looking at the numbers, for the numbers of our lives tell stories. We will help you become the author of your story, and help to take you to where your dreams become your reality.

We start with basic financial literacy, making sure that we both speak the same language, know the fundamentals of finances and have a tracking system set up and working (via Mint, Quicken, Quickbooks, etc.).  We then help you to map out your life’s intentions and goals with a Budget-Map of Intention. This map combines life visioning, goal setting and strategy with the intentional forecasting of money. The result is the creation of your own Financial Road Map that serves as your guide in day-to-day life.

Through the Conscious Bookkeeping Financial Coaching method, you will learn to:

• Set intentions as guideposts for what is truly important in your life
• Set realistic, achievable goals 
• Clarify your Vision for the Future while staying in the Present 
• Learn to align your financial life with your dreams and values
• Get practical, nuts-and-bolts forecasting skills
• Learn to Save for the Known and Unknown
• Build a Spending Plan with Awareness
• Create a practice of using the Map of Intention on a monthly and yearly basis
• Be in effective and efficient strategic action
• Implement these skills under our mentorship
• Watch as your Map of Intention starts to create real results, and takes you directly to your dreams

You are welcome to do this work in a group format via our Level 2 Course or privately with one of our Financial Coaches. We offer Financial Coaching packages starting with 7 sessions at a time over a period of 3 months. 

Financial Coaching Packages: (7 one hour sessions per package)

Personal and Business Coaching =  $875.00

To purchase this package, click the Buy Now button below:

(If you need to work out a payment plan for this, please contact Bari)

To sign up for a free intake conversation so that Bari can assess your needs and set you up with the appropriate service and team member, click on the "Book Now" button below and schedule a time for yourself in the available openings.

Bari is available Tuesdays and Thursdays  from 10:00 - 2:30 Mountain Time each week.