How it works | Dashie Financial

How Does Dashie Financial Work?

Location: Based in Tucson, AZ. Sessions are conducted online via Zoom.

Client Booking:

- Must book your session at least two days before its scheduled start time.

Ex: You want to book a session for Aug. 3rd, Sun. Therefore, you must book on Aug. 1st, Fri. at the latest.

- Client must read and sign personal coaching agreement form before the session can officially begin to ensure a smooth experience for you and me.

- Client must pay before the session can officially begin.

Services:

Consultation: One-time 30-minute discussion to allow you, the client, to decide if I am the right financial coach for you.

Individual service: One-time session of Budget Planning & Tracking Expenses, Debt Elimination Strategy, Savings & Emergency Fund System. 30 minutes per session to focus on your personalized financial needs. Apply the knowledge you gain throughout the session to your current financial numbers, using the skills you've learned.

Wealth Building: 60 minutes per session to focus on your personalized financial needs. Apply the knowledge you gain throughout the session to start your wealth-building journey, using the skills you've learned, so you can set yourself and your family up for financial abundance.

Package Plan: 60 minutes per session, 6 sessions total. Client-focused, your personalized roadmap to financial enrichment, using your current financial snapshot form numbers to understand where you stand currently with your finances. Throughout each session, you will learn new financial tools and strategies that I will be teaching, and understand what it is going to take to achieve your financial goals.

Client review:

- You have the option to allow me to post your personal financial coaching experience on social media by leaving a review with your name included or remain anonymous. After your session ends, please send your review to financialcoachdash@gmail.com. By doing so, this helps the business, which allows others to see my financial coaching impact on people. It would be greatly appreciated. Thank you.