OUR PROGRAMS

Steele Financial Blueprint

An in-depth analysis of your current financial situation, identifying strengths and areas for improvement, alongside a clear definition of short-term and long-term financial goals.

Steele Debt elimination
Strategies

Debt elimination strategies can help reduce and eventually eliminate debt in a systematic way. Eliminating debt is a powerful way to increase cash flow, and this extra cash flow can then be directed towards wealth-building activities.

Master Your Money:

The Steele Way

Regular reviews and adjustments to ensure the financial plan remains relevant to evolving goals and market conditions. This step reinforces commitment to long-term success.

Plans For Everyone

Find the plan that's right for you.

3-Month Personalized Financial Coaching: 2 sessions a month

Our 3-Month Personalized Financial Coaching Program is designed to provide you with ongoing support and expert guidance as you work toward achieving your financial goals. Whether you're looking to eliminate debt, build savings, or create a more sustainable financial routine, this program offers the accountability and structure you need. Throughout the three months, you'll receive consistent check-ins, a detailed financial report tailored to your current situation, and a customized 12-month financial blueprint to help you move forward with clarity and confidence. This program is ideal for individuals who are ready to take control of their finances with intentionality, strategy, and personalized support.

Duration: 1 Hour

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One-on-One Financial Strategy Session

The One-on-One Financial Strategy Session is a personalized deep dive into your financial goals, challenges, and next steps. This session includes a detailed financial report analyzing your current income, expenses, debt, and savings, along with a customized 12-month financial blueprint designed to help you make strategic, informed decisions. It’s perfect for anyone ready to gain clarity, take control, and move forward with confidence.

Duration: 60 minutes

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Personal Financial Progress Check-In

Continue your journey toward financial success with our 1-on-1 Financial Coaching Follow-Up Appointments. These sessions provide ongoing support and guidance as you implement strategies from your previous coaching sessions. Please note: clients must have already completed an initial strategy session or 1-on-1 coaching session to schedule a follow-up appointment.

Duration: 45 minutes

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Financial Discovery Call

The Financial Discovery Call is a 30-minute consultation designed to assess where you currently stand financially and where you’d like to go. We’ll discuss your goals, challenges, and any specific concerns you have about budgeting, debt, saving, or planning. This call helps determine how our coaching services can best support you and whether a personalized strategy or an ongoing program is the right fit. It’s your first step toward gaining clarity and building a confident financial future.

Duration: 30- Mintue

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$20

If you’d like more information about our programs and services, get in touch today.

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