Flamingos and Macaroons

Worried about money?
I can help :)

Imagine not worrying about money

Imagine having a solid financial plan

Imagine doing the things you've always dreamed of doing

 

Clients who are no longer worried about money . . .

I've had the pleasure of coaching some amazing humans. Through their willingness to focus on their financial wellness and their desire to live more intentionally, they have accomplished more than they imagined possible. They inspire me.

The first thing I did after paying off the final chunk of massive and embarrassing amount of credit card debt, was to send a picture of my cut-up credit card to Terri.  I can personally recommend Terri as a supportive and friendly counselor who helps without judgment.  She encouraged me to make small victories - save a $1000 emergency fund and pay off smallest debts first - so that I could build momentum toward bigger financial goals.  As a result of her counseling, I do not have a credit card in my wallet, I am consumer debt free, and I am on my way to building a six-month emergency fund!

Erica

When I started this journey, I had consumer debt of $59,200. In three years I am within $3,300 of paying off my final debt except my house, which will be paid in full in six years!


When I was led by something (I now know my higher power (God)) to look into my finances by taking FPU, led by Terri, I had no idea what I was getting myself into. 


I had kept a “loose” budget and was always over-extended at month-end, which left me less money for the following month. I told myself there was no way that I would be able to find extra money in my budget to pay off $59,200. I believed that because I was single, that the goal of paying off my debts would be virtually impossible. I came to believe that I had nothing to lose and potentially everything to gain.

   

After living with financial intention for a little while I felt disappointed that I hadn’t found this way of living sooner.  I’ve since realized that it’s never too late to start on this journey! I have hope for my future which I never would’ve had had I not found this way of life. So thank you, Terri, for your unwavering support and for introducing me to this incredible way of living with intention.  This has been one of the best things I have ever done for myself and my future.

Susan

I first experienced Terri’s financial expertise when she led Dave Ramsey’s FPU course. She was able to bring the material to life given her knack of relating and communicating with people. At the start of the course, I was juggling ~5K of revolving credit card debt and a hefty student loan balance (only having 25% paid off in 9 years). Personal finance is not taught in most schools and debt is a societal norm. I knew how to pay my bills and charge everything else. It never really occurred to me that I could choose to live and spend differently! Terri’s authentic and encouraging approach empowers you to make intentional changes. She’s like a financial Jiminy Cricket! She’s been in your shoes and knows what a difference sacrifice and planning make. One year later and I’m credit card debt free and making a real dent on my student loan balance. Purchasing my first home and investing are next up. Time is on my side and with Terri’s support and guidance, I will continue to reach new horizons!

Erica

If you're a client, I'd love to share your awesome accomplishments here to inspire others! 

If you'd like to be featured here someday soon, then lets get to work on your financial journey!

 

So, how much does coaching cost, exactly?

Pay for a personal trainer for your physical wellness
Pay for a financial coach for your financial (and emotional!) wellness
Invest. In. You.

Four Meetings

$500

4 meetings / 9 weeks

Zoom or In-Person

~ Get acquainted (15 minutes)
~ Dig in (up to 2 hours)
~ Review progress (1 hour)
~ Wrap up (1 hour)

Seven Meetings

$875

7 meetings / 12 weeks

Zoom or In-Person

~ Get acquainted (15 minutes)
~ Dig in (up to 2 hours)
~ Review progress and next steps during
5 one-hour sessions, held every other week

Payment Options

Venmo / Cash

~ Pay in full, receive a $50 discount OR

~ Pay as you go, prior to each meeting

~ Pay hourly - $125 - for coaching as needed

I'm delighted to donate a percentage of my fees to a charitable organization

 

Terri Knapp Pease

My Story

I was turning 50, was recently divorced, and starting to panic about not having a financial plan for my future. What is it about turning 50 that starts you thinking about things you didn't think about at 49?

I got intentional. I got focused.


I followed a simple plan (and my heart), worked hard, paid off a giant chunk of debt, and saved a six-month emergency fund - in two years. 


I felt empowered. I felt relieved.


I'm passionate about helping you completely understand the awesome potential of your finances. With that understanding, together we'll create a path to no more worrying about money, focusing instead on the things you dream about doing.

Whether you're just starting out in the world, or if you've been here for a while, it's never too early - or too late - to start your journey.

I can't wait to work with you. 

Kindly, Terri

 
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Contact

 

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585.747.2920

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