Service Details
Learn more about our coaching service
One-on-One Financial Coaching Session
Personalized guidance for your unique financial journey
Service Description
This is your dedicated time to focus fully on you and your money goals. Whether you want to build better habits, tackle debt, or create a long-term plan, this session gives you personalized support and practical strategies that fit your life. Here’s how our time together will flow: 1. Check-In & Meet You Where You Are We’ll start by talking about how things have been going since we last connected (or what’s top of mind if it’s your first session). This helps us focus on what matters most to you today. 2. Digging Into Your Money Story You’ll have space to share your current challenges, successes, and any questions you’ve been carrying. This isn’t about judgment, it’s about understanding your unique situation. 3. Identifying Patterns & Opportunities Together, we’ll look at your spending, saving, and money habits. We’ll highlight what’s working, uncover what’s getting in the way, and find opportunities to shift things in your favor. 4. Personalized Guidance & Strategies We’ll walk you through tailored solutions, whether that’s refining your budget, creating a debt payoff plan, boosting your savings strategy, or improving your credit. Everything is explained simply and broken into steps you can actually follow. 5. Action Steps You Can Start Right Away Before we wrap up, you’ll leave with clear, doable action steps designed to move you closer to your financial goals. 6. Ongoing Accountability & Support If we’re working together long-term, each session builds on the last, giving you encouragement, accountability, and adjustments along the way so you stay on track. Need more? Schedule a meeting, lets talk!
Cancellation Policy
Life happens; and we get it. Our goal is to honor both your time and ours so we can create the best experience together. Here’s how we handle cancellations and rescheduling at CLY Coaching: 1. Giving Notice If you need to cancel or reschedule your session, please let us know at least 24 hours in advance. This allows us to offer your spot to someone else who may be waiting. Sessions canceled within 24 hours of the appointment will be counted as a used session and may be subject to a fifty dollar ($50) fee cancellation fee. 2. Rescheduling Sessions You’re welcome to reschedule once without any extra fees, as long as it’s done at least 12 hours ahead. Additional changes are subject to availability and may include a $50 rescheduling fee. 3. Missed Sessions / No-Shows If you miss a session without letting us know or cancel within 1 hour of the appointment, it will be marked as a no-show, and unfortunately, no refunds or credits will be issued for that session and may be subject to a seventy five dollar ($75) no-show fee.. This helps keep everyone’s schedules on track. 4. Coaching Packages For multi-session programs, all sessions need to be completed within the program timeframe to keep your progress steady. Missed or canceled sessions are not automatically extended, but we’ll do our best to work with you if something unexpected arises. 5. Emergencies We completely understand that emergencies can happen. If something truly unexpected comes up, please reach out as soon as possible. We’ll review each situation with compassion and flexibility. 6. Refunds Introductory or discovery sessions are non-refundable. Program or package payments are non-refundable once the program begins. In some cases, partial refunds may be offered for unused sessions if cancellation happens before the program starts.
Contact Details
(832) 356-6578
hello@clycoaching.com