Our Financial Coaching Services
Our Financial Coaching Services
Whether you’re just starting to learn about money management or ready for complete financial transformation, we have a service designed for your needs.
Services Overview
Money Mindset & Investing Foundations
Personalized Guidance Tailored To You
$115
Comprehensive Tailored 90-Day Plan
$550
Monthly Class: Money Mindset & Investing Foundations
Perfect for those new to financial literacy or wanting to build a strong foundation for long-term wealth building.
Expert Instruction
Learn from experienced financial coaches who understand military transitions
Interactive Format
MAUD’s Interactive format brings financial concepts to life through participation, questions, and real-world application.
Small Group Environment
Small group environment allowing for personalized guidance, open discussion, and meaningful financial learning.
Take-Home Resources
Take-home resources that give students step-by-step tools to put financial lessons into action right away.
Expert Instruction
Learn from experienced financial coaches who understand military transitions
Interactive Format
MAUD’s Interactive format brings financial concepts to life through participation, questions, and real-world application.
Small Group Environment
Small group environment allowing for personalized guidance, open discussion, and meaningful financial learning.
Take-Home Resources
Take-home resources that give students step-by-step tools to put financial lessons into action right away.
What You'll Learn
Money Mindset
- Transitioning from military to civilian financial thinking
- Overcoming common money blocks and fears
- Building confidence in financial decision-making
- Setting realistic financial goals
Assets vs Liabilities
- Understanding what truly builds wealth
- Identifying assets in your life
- Recognizing hidden liabilities
- Making smarter financial decisions
Credit Optimization
- How credit scores actually work
- Strategies to improve your score quickly
- Using credit cards intelligently
- Building credit while avoiding debt
Investment Basics
- Where to start with investing
- Understanding different account types
- Index funds explained simply
- Your first investment steps
This Class Is For:
✓ Complete beginners with no financial background
✓ People overwhelmed by financial information
✓ Those ready to take action but unsure where to start
✓ Veterans wanting to learn in a supportive environment
✓ Anyone who wants to understand money without the jargon
What’s Included:
✓ Live 90-Minute interactive class – Ask questions in real-time
✓ Comprehensive workbook – Follow along and take notes
✓ Q&A session – Get your specific questions answered
✓ Recording access – Review the class for 7 days
✓ Private Facebook group – Connect with classmates
1:1 Financial Coaching
Personalized guidance tailored to your specific financial situation, goals, and challenges.
Custom Strategy
Members receive a custom financial strategy designed for their unique situation and next moves.
Expert Guidance
Learn from experienced financial coaches for all phases of life from all backgrounds.
Budget Optimization
Members learn how to optimize their budget to build wealth, reduce waste, and build financial stability.
Accountability Partner
MAUD provides support, check-ins, and motivation to follow through on financial goals.
Custom Strategy
Members receive a custom financial strategy designed for their unique situation and next moves.
Expert Guidance
Learn from experienced financial coaches for all phases of life from all backgrounds.
Budget Optimization
Members learn how to optimize their budget to build wealth, reduce waste, and build financial stability.
Accountability Partner
MAUD provides support, check-ins, and motivation to follow through on financial goals.
What You'll Learn
Transition Planning
- Assessment of current financial position and upcoming life or career changes
- Personalized action plan to manage income shifts, benefits, and expenses during the transition
- Step-by-step guidance for adjusting budgets, savings, and financial priorities
- Ongoing support to reduce uncertainty and maintain financial stability throughout the transition
Debt Management
- Comprehensive review of all debts, interest rates, and repayment timelines
- Personalized repayment strategy to reduce debt faster and save on interest
- Guidance on prioritizing payments, negotiating with creditors, and avoiding penalties
- Ongoing support and tracking to stay on course and achieve debt-free goals
INVESTMENT REVIEW
- Comprehensive analysis of current investments, risk levels, and portfolio performance
- Personalized recommendations to align investments with financial goals and timeline
- Guidance on diversification, asset allocation, and minimizing unnecessary fees
- Ongoing support to adjust strategies as markets and personal goals evolve
Perfect For:
✓ Specific financial questions you need answered
✓ Personalized strategy development
✓ Help setting up investment accounts
✓ Credit repair guidance and planning
✓ Debt payoff strategy
✓ Budget optimization
✓ Financial decision-making support
✓ Follow-up after monthly class
90-Day Program
Comprehensive custom-tailored 90-program to help you start building assets towards building long-term wealth and financial stability.
Complete Financial Makeover
Learn from experienced financial coaches who understand military transitions
Bi-Weekly Progress Sessions
MAUD’s Interactive format brings financial concepts to life through participation, questions, and real-world application.
Professional & Easy To Follow Strategies
Small group environment allowing for personalized guidance, open discussion, and meaningful financial learning.
Lifetime Financial Skills
Take-home resources that give students step-by-step tools to put financial lessons into action right away.
Complete Financial Makeover
Learn from experienced financial coaches who understand military transitions
Bi-Weekly Progress Sessions
MAUD’s Interactive format brings financial concepts to life through participation, questions, and real-world application.
Professional & Easy To Follow Strategies
Small group environment allowing for personalized guidance, open discussion, and meaningful financial learning.
Lifetime Financial Skills
Take-home resources that give students step-by-step tools to put financial lessons into action right away.
What You'll Learn
Foundation & Assessment
- Wealth Comprehensive Financial Assessment
- Wealth Building Mindset & Behavior
- Asset Foundation Building
- Expert Credit Optimization Strategies
Wealth Building Strategy
- Expert Investment Education
- Easy To Follow Investment Implementation
- Asset Acquisition
- Debt Elimination & Optimization
Momentum & Professional Optimization
- Portfolio Growth
- Expert Optimization To Improve Wealth Building Portfolio
- Long-Term Planning
- Sustainability & Next Steps
This Program Is Perfect For:
✓ You’re ready to make a commitment to your financial future
✓ You need accountability to stay on track
✓ You’re willing to do the work required for transformation
✓ You want personalized guidance every step of the way
✓ You’re tired of starting and stopping—you want lasting change
What’s Included:
✓ Bi-Weekly Coaching Sessions (6 total)
✓ Personalized Financial Plan
✓ 1:1 Email Support
✓ Take-Home Resources
✓ Accountability Tracking
Not Sure Where To Start?
Let us help you choose the right path
Monthly Class
Are brand new to financial literacy- Want to learn in a group environment
- Prefer a low-cost entry point
- Need foundational knowledge
1:1 Coaching
- ✅ You’ve taken the monthly class
- ✅ Want personalized guidance
- ✅ Need answers to specific questions
- ✅ Interested 90-Day Program
90-Day Program
- ✅ Ready to Build Wealth
- ✅ Received Our 1:1 Coaching
- ✅ Want comprehensive support
- ✅ Need accountability