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1-on-1 Budgeting & Strategy Session

(17 customer reviews)

Are You Ready To Transform Your Finances?

 

Personal finance is personal. Everyone’s situation is unique. That’s why cookie-cutter financial advice just won’t cut it! You need a money coach who can look at your financial picture and give you personalized advice based on your specific needs.

1-on-1 Coaching May Be For You If

  • You are constantly stressed and worried about money
  • You’re drowning in credit card and student loan debt
  • You’re tired of making good money and having nothing to show for it
  • You don’t have a budget or can’t seem to stick to one
  • You’re struggling to save money
  • You are barely putting money away for retirement
  • You want to purchase a home or rental property
  • You want more money to do the things you enjoy like going on more vacations

 

If you’re nodding your head right now, I got you! Transform your finances with 1-on-1 coaching!

 

Here’s What To Expect 

  • 60-Minute Budgeting & Strategy Session(s) with Leo Jean-Louis
  • Pick One Topic to Discuss per Session (Budgeting, Saving, Paying off Debt, Goal-Setting, etc.)
  • Live Meeting via an Online Video Platform
  • Comprehensive Budget Analysis
  • Immediate Feedback with Actionable Steps For Your Specific Situation
  • Written Coaching Session Report Detailing Your Financial Plan Of Attack
  • Ongoing Email Support For 30 Days (per Session). We will respond within 48-72 hours

 

What Happens When You Register

When you register for a 1-on-1 Budgeting & Strategy Session, you will receive an email from your coach with step-by-step instructions on how to get started. You will be asked to complete two simple forms in order for us to gather pertinent information regarding your financial situation. One form is a short Intake Questionnaire and the other is a basic budget.  The Intake Questionnaire gives your coach a snapshot of your financial picture, including how much you earn, how much debt you owe, and the top concern you want to address during your session. Once you complete the paperwork, we will then schedule a time for our first live meeting.

 

What You’ll Walk Away With

During our years of coaching, we found that successful clients are those who take action. Your coach will provide you with immediate feedback with actionable steps for your specific situation. This may include helping you create or tweak your budget, implement systems to help you stick to your budget, create a debt elimination plan, set goals for the next few years, increase your savings, and more.

Following your session, you will also receive a written coaching session report detailing your financial plan of attack. By the end of our meeting, you will have a clear roadmap to achieving your financial goals!

One-on-one coaching has the ability to create dramatic results for clients. The key lies in what you do with the information you’re given. This is an investment in yourself and in your future. What you save or gain by working with a coach could far outweigh what you spend!

READY TO TRANSFORM YOUR FINANCES?

 

**Pricing is subject to change at anytime*

$299.00$749.00

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Description

Disclaimer

**Please note that I am not a certified financial planner (“CFP”) or a financial advisor and that nothing in our sessions constitutes legal or financial advice. Therefore, I am not legally allowed to tell what to invest in, how to invest, or when to invest.**

Cancellation and Refund Policy for Coaching Services

All contracts are binding. I do not offer refunds on coaching services (Bootcamp, Budgeting & Strategy Sessions, 1-on-1 Coaching, etc.). I am here to coach you to your highest level of success, and part of that is requiring a commitment from you that you are fully invested in your coaching package.  It is to YOUR benefit to decide BEFORE purchasing your package and committing to work with me that I am the right coach for you.  If you’re in, you need to be 100% in, just as I will be for you.

Scheduling Policy

All sessions must be scheduled within 30 days of purchase. All documents must be completed prior to scheduling your session. Should you need to reschedule a coaching session, you may do so by providing 72 hours of notice in advance of your session and make up the session within a week of the originally scheduled date.  Sessions not rescheduled 72 hours in advance will not be eligible for make-ups. I understand things may come up and because of this, you are allowed to reschedule a session a maximum of two times. Again, 72 hours of notice is required in order to reschedule. If you are late to your scheduled meeting, you will not be able to make up that time during your session. It is advised that you get on the call 10-15 minutes ahead of time to ensure good audio/video connection.  You will be given a 15-minute grace period to get on the call. If you are more than 15-minutes late without prior notice, you forfeit your session and will not be eligible to make it up. It is important that you prioritize this work to receive the full benefit of your coaching package.

Additional information

# of Sessions

1, 2, 3

17 reviews for 1-on-1 Budgeting & Strategy Session

  1. Khomotjo (verified owner)

    My husband and I had a great budgeting session with Leo. He was very pleasant, patient and knowledgeable. He is a great listener and knows what he is talking about. By the time we got off the call with him, we already knew that not only will our finance be great but our marriage will be stronger and healthier! He helped us come up with ways of decreasing our expenses and yet create a monthly allowance category for both of us. He also helped us realize that we could bring more money home by simply finding a new accountant who would understand and honor our vision. We are scheduled to meet with a new accountant in a few weeks. The budgeting session is definitely WORTH every penny! We are so grateful for Leo . We are hoping to be debt free before end of 2020. We will be back to give another feed back after our final session with him.

    • Freedom is a Choice MVT

      Khomotjo, it was a such a pleasure meeting with you and your husband regarding your finances. I can’t wait to see you two reach your goals by implementing the strategies in our program!

  2. Treecie (verified owner)

    I had my budgeting session with Leo a month ago. From the very beginning, the process was very smooth, organized and professional! I was very pleased by the questionnaire that was completed prior to the budgeting session to help provide a background and help strategize a plan for my particular financial circumstance. Everything answered in the questionnaire was tied into my consultation to help strategize a plan to reach my goals. Prior to my budgeting session, I was overwhelmed by going from a two-income household to only one income. I left my initial session feeling empowered and ready to tackle my debt. He even helped me find a plan to save myself $300 before even paying down any debt! This is definitely an awesome investment and I would highly recommend this service!

    • Freedom is a Choice MVT

      Treecie, it was a pleasure working with you on your budget and helping you come up with a plan to tackle your debt! I’m glad you feel confident and ready to execute! You got this!

  3. Corey (verified owner)

    I truly believe God allows us to cross paths with certain people for an intended purpose. I am just getting started on my journey to debt freedom. After just ONE sixty minute session with Leo, it resulted in a savings of over $250 that month (could’ve been up to $750 if more disciplined). His advice is very practical, proven, and to the point and he has been an awesome coach and inspiration so far. If his services are not on your budget they should be ASAP.

    • Freedom is a Choice MVT

      Corey, it’s been a pleasure working with you! Proud of you for taking the initiative to learn ways to better your finances so that your family can prosper. I’m excited for what’s to come!

  4. Sherley Jeanty (verified owner)

    Thank you Leo for helping me to start my journey from debt to freedom. Your 45 min session and your questionnaire were beyond helpful. I was able to write everything down and start tackling my debts. You were patient, kind and a great listener. Your insights and pointers were awesome!!! Can’t wait to continue on this journey…you are Awesome!! Thank God for people like you for sharing your wisdom!!

    • Freedom is a Choice MVT

      Sherley, it was an absolute pleasure working with you and guiding you on your journey to debt freedom. I’m excited for you to turn your finances around with the practical steps we discussed in our 1-on-1 Budgeting & Strategy Session.

  5. Judithe P. (verified owner)

    I’ve been budgeting and working on my finances for some time, however there were a few areas I needed help with and more clarity on. Leo helped me clarify those areas and come up with a good plan to help me pay down my debt and to sharpen my budgeting! He was clear, concise and thorough. He also gave me some tips that are practical and realistic. Thanks Leo!

    • Freedom is a Choice MVT

      Judithe, it was a pleasure working with you! I’m glad to hear you feel confident and ready to CRUSH your goals this coming year!

  6. Placide Lénaïc (verified owner)

    I had a one on one session with Leo on my own. We had some minor troubles communicating as I’m French but still we made it and gosh was it eye opening. The week after I spent 2 hours with my husband talking openly for once about our finances our goals and priorities for this upcoming year. Leo helped me understand I was not budgeting enough things like I didn’t have a line for miscellaneous or vacations or Christmas flights or medical expenses. So every time something popped up out of our very tight budget we were going to our funds to cover the expenses. Budget is not restrictive. It is telling your money what to do and planning a lot ahead so that you don’t have to compensate financial emergencies every week or month. We have made another budget to define our priorities for this upcoming year aka paying off our debts before Dec 2020 and put some money aside for emergency fund. I will book another session with Leo when I’ll be at a good pace to make sure I’m on a good track and also start talking about investment and mortgage. Thank you Leo for the inspiration and information!

    • Freedom is a Choice MVT

      Placide, it’s so good to hear that you’ve been able to do so much and such a short time since our 1-on-1 session! I can’t wait to hear the many victories you experience on your journey as you and your husband work together toward your goals!

  7. Elisha B.

    Working with Leo has given me so much clarity on budgeting, and a plan to finish paying off my last bit of debt. Before I worked with Leo, I had budget, but had recently changed jobs where I was getting paid weekly, and I didn’t know how to adjust my budget. Leo helped me establish a weekly budget that allowed me to keep important wants in, but also removed things that weren’t needed. With Leo’s help, I’ll be debt free in March 2020!

    • Freedom is a Choice MVT

      Elisha, you have done an excellent job executing everything we covered in our two 1-on-1 Budgeting & Strategy Sessions. I can’t wait to see you reach your goal of being debt free by March 2020!!

  8. The Braun Family

    The 1-on-1 Budgeting & Strategy Session has been a phenomenal experience for our family. We had just completed the Debt $layers Bootcamp with the Jean-Louis’ and this was really a great way to keep the momentum going. These sessions really helped kick us off toward our journey to debt freedom by refining our knowledge of debt, optimizing our budget, and developing a strategy to execute our plan to become debt free.

    Before our experience with Faith & Leo, we were already functioning off of a budget and somewhat of a money-management process that was developed by having to live paycheck to paycheck. This was incredibly stressful but it forced us to understand where all of our money was going and how to be more careful spending it. Although we had a system, things seemed to be getting worse over time as things happened in our life, and money kept slipping through the cracks. We realized we really needed to step up our game and educate ourselves on getting rid of our debt. That is coincidentally when we crossed paths with the Jean-Louis family.

    Since enrolling in the Debt $layers Bootcamp and the 1-on-1 Budgeting & Strategy Sessions, our lives have changed for the better. Now we have a well-rounded foundational understanding of our financial situation, and a refined budget strategy with a plan to move forward with. After taking this course, all we can think of is “How is this course and information not being taught to everyone? It is so critical and valuable to know everything that is taught during these courses/sessions if you have debt.” I would highly recommend that anyone with any type of debt, or interest in improving their financial situation to sign up.

    We are so thankful and feel blessed to have been working with Faith & Leo for the second half of 2019 to really get ready to start 2020 off right!

    • Freedom is a Choice MVT

      Matt, what a privilege it was to coach you and your wife through the latter part of 2019. Faith and I are super excited for you and your family to crush your goals this year!

  9. Lynnette Hearn (verified owner)

    The point came where I had to be honest with with myself and realize that I needed help. I learned so much in my 1 session with Leo. I learned mistakes that I was encountering on trying to pay my debt off. The session was an eye opener. Leo suggested strategies on how I could tackle my debt.
    I knew I needed an emergency fund, but I was thinking no this can wait. No I need that NOW! Leo also helped me see things that I thought I needed, but really did not need to waste money on. That money could be used to tackle my debt. I’m so glad I took the first step in getting help and leaning the correct way to budget and get my finances in order. I am on a mission to be debt free by 2021.

    • Freedom is a Choice MVT

      Lynnette, I am so proud of you for making the investment in yourself and your finances! Your eagerness to learn and motivation to do better will be key on your journey to financial freedom. I’m glad you found our session helpful and I can’t wait to see you crush your goals this year!

  10. Esther Brunat

    A good look in the mirror!

    In my budgeting session it really had me reflecting on what my values are and how my money habits reflect that. My money is definitely saying that I value eating out but more than that I realized that I need my money to reflect my heart. I want it to reflect generosity, I want it to reflect experiences not things. I want it to reflect my investment in the future not my obsession with the now.
    It also taught me that there is a lot that goes into a budget that I haven’t traditionally factored in every month and that might be where my money is going.
    Leo goes through the nitty gritty details and then he writes you an actionable plan of what to do next. It is truly above and beyond. I honestly wasn’t expecting that.
    Now I know exactly what I need to do this year not just this month to get ahead of my goals. DEFINITELY worth it!

    • Freedom is a Choice MVT

      Esther, it was great working with you during our 1-on-1 Budgeting & Strategy Session! There’s no doubt in my mind you’re going to implement all of the strategies we discussed to reach your goals this year!

  11. Raymond (verified owner)

    The strategy session with Leo was very useful in reinforcing accountability around personal finances while doing it with the attitude of a supportive coach. Leo does a good job at doing a thorough assessment of your personal financial situation before meeting with you and coming up with a personalized plan to attack debt and work toward your financial goals. If you’re a fan of Dave Ramsey, Leo is a great go-to for 1:1 work.

    • Freedom is a Choice MVT

      I’m so glad that you enjoyed our session. It was great working with you!

  12. Judy Mutuku (verified owner)

    My session with Leo was so helpful and soooo eye opening to me. I had never had or even learned how to do a budget. It always felt so difficult, even the thought of it, but having Leo explain it into details made it easier. Still is a challenge but it’s doable. From that day I have been able to be more accountable to how I spend my money.
    It’s just the beginning for me but am loving it because it’s not just for me but for future generations. He is filled with so much wisdom and I wished I could take all that wisdom in, but one day at a time.
    Thank you so much for helping me in this journey of being debt free and building legacy. God bless you.

    • Freedom is a Choice MVT

      Judy, it was great working with you for our 1-on-1 Budgeting & Strategy Session. I can’t wait to see the progress you make this year by implementing the strategies we discussed!

  13. Dominique (verified owner)

    Meeting with Leo was life changing! I feel so much relief!! He help set a plan in motion that I’m satisfied with. I really wished I would have done this sooner. Leo was kind, honest and made me take a good look at my problem areas. He didn’t sugarcoat anything. He didn’t rush me and did a thorough job of reviewing everything. I like that he reviewed the advantages (what I’m doing right) and cons( what I need to review and poor choices) of my debt. I also love the fact that when I was going to make a rush judgment with using emergency funds to pay off all of my credit cards, he kindly informed me that wouldn’t be a smart financial decision. I’m so glad he did because I know I would have regretted that decision. If you are thinking about starting your debt journey, work with Leo now, you won’t regret it. He’s professional, knowledgeable and didn’t judge me not one time during our session. Midway through my debt journey I plan on working with him again to make sure I’m on the right path to freedom! Also pick up his book! His book was eye-opening and an easy/relatable read. Thanks again Leo!

    • Freedom is a Choice MVT

      Thanks so much for this review Dominique! It was a pleasure working with you on your budget and helping you come up with a game plan to tackle your debt! There’s no doubt in my mind that you are going to CRUSH YOUR GOALS! You got this!!

  14. BARBARA ROBERTS (verified owner)

    Being a single mom, getting a handle on my debt is an absolute necessity. I now have had two one on one sessions with Leo and I am not only impressed but also feel more equipped to have a better quality of life making my way to debt freedom. Leo is patient, knowledgeable and helps you develop a solid foundation using your current salary to not only get you started, but to ensure you will be successful as you tackle all parts of your debt. My only regret is I didn’t find this program sooner. Thanks again Leo

    • Freedom is a Choice MVT

      Barbara, it was a pleasure working with you on your personal finance goals! You started implementing the strategies we discussed right away and are well on your way to debt freedom! I can’t wait to see all of the progress you make this year!

  15. P

    I signed up for the Budgeting & Strategy Session and found it to be just what I needed. Leo was patient. He did not rush the call and was very thorough in his information gathering. He gave me actionable items that I have already begun to implement. He also gave me some areas that I should look at. Even though I knew a lot about budgeting, the information he shared was very valuable. I just was not doing it. I learned a lot from him and believe the session was worth it. Also, he did not try to sell me something else upon completion of our call and was very professional.

    • Freedom is a Choice MVT

      It was a pleasure working with you!

  16. Jess (verified owner)

    Leo has been great for me on my debt free journey. He was very patient but also firm when I did not want to make the necessary steps to achieve my goals. What I enjoyed most about our sessions was his ability to show me, visually, how soon I could be out of debt if I stayed on track with my plan. His guidance has really helped me be more disciplined and understand that setting a budget and paying debt is really paying yourself. Thanks Leo, for helping me put a REAL plan in place to tackle my debt. I know that you will be able to help many more achieve the same level of freedom.

    • Freedom is a Choice MVT

      It was a pleasure working with you over the course of our two sessions. You are well on your way to financial freedom! Keep up the good work!!

  17. Joy (verified owner)

    I scheduled a 1-on-1 Budgeting & Strategy Session with Leo and the meeting was a great experience. Until we had our call, I did not fully grasp the clarity and focus I needed. He was very patient as we worked through my budget plan. He also provided insightful tips to earn the additional income I need to pay down my debt. Thanks to his guidance, I have just finished my first eBook and will be releasing it in August. Thank you again, Leo!

    • Freedom is a Choice MVT

      This is sooo awesome to hear Joy! So proud of you for taking the information we discussed and creating an ebook from it! I’m sure many will be blessed by it!

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