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​Get Your Financial Sh*t Together⁠⁠—Without Skipping Avocado Toast 🥑

Saving, spending, or just having fun—you need to know what you’re doing with your dollars. Here’s how I’ll help you get a process in place.
You know how you want to get clarity with your money but anxiety keeps getting in the way?  You make decent money, but you know you’re not making the most of it.  You have a good job yet you’re lost on how to reach your financial goals.

You know loving lattes and avocado toast aren’t the real reasons millennials don’t reach their financial goals, yet you’re still unsure how to master your budget.

You’re want to save for emergencies, pay off your debt, and travel, yet are unclear on how to tackle multiple financial goals at once.

Whenever you look for help you land on financial planning websites filled with stuffy rich old cis white dudes out of touch with your financial concerns.

Are you tired of the financial services industry being classist, heteronormative, patriarchal, racist, and transphobic—and want financial advice from somebody who gets you?
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If so, you’re not alone. The financial services industry excludes people. A lot of people, like the LGBTQIA+ community, women, nonconformists, people of color, progressive activists… and nearly everybody under 55.
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If my crystal ball is accurate, you’ve been flying solo and trying to figure out this money thing on your own. I know you’re lost and unsure if what you’re doing is the right thing. I know you’re second guessing your money moves and questioning yourself at every turn. I know you feel like you’re at the base of a mountain wondering if you can really push a boulder up it. And I know that, like many people, you feel like there’s nowhere to turn.

But, that’s OKAY. Because you’re here now. And you don’t have to resign yourself to being broke and anxious about money for the rest of your life.

You could keep doing the same thing you’ve been doing: stumbling around in the dark, trying to figure it out as you go. You could just hope everything turns out OK. And, you could just ignore your finances for another year and every year after, because you’re too overwhelmed to even think about it.

Or, you can let me guide you on the money path to success. Together we’ll deep dive into your money mindset to clear out whatever’s been blocking you, set you up with a clear list of money milestones and develop personalized recommendations. After each conversation, you’ll have my best advice on tap through e-mail support in between our monthly sessions.
All Packages Include
✔️ 90-Minute Kick-Off Session
✔️ Personalized Recommendations to Improve Your Finances
​✔️ Financial Milestones Checklist
✔️ Unlimited E-mail Support
Good news: You don’t need millions of dollars to get started making smart money moves. You just need some simple guidance and accountability to get a process in place.

A better way to feel about money is right around the corner.

​Let’s get you there, together.
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90-Minute Kick-Off Session
We’ll explore your relationship with money, addressing a critical aspect of finance most financial advisors skip over. Unfortunately, this is where many people’s relationship with money breaks down so if you get this right you can become a money pro. (Hint: It has nothing to do with Dave Ramsey’s 7 Baby Steps.)
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Financial Milestones Checklist
Many people put off improving their finances for some arbitrary time in future when they hope to make more money. But there’s an untapped goldmine in your current financial situation that can get you to a better place within a few paychecks. My BFF Shakira sings, “Why wait for later? I'm not a waiter, I like to make things happen.” Be like Shak. 😉
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Personalized Action Steps to Improve Your Finances
Everybody is at a different spot when it comes to their money. I’ll get you heading in the right direction with what to do next right after each financial coaching session.
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Unlimited E-mail Support
Since a lot of the work happens between our monthly financial coaching sessions, you’ll have access to me via e-mail. If something comes up as you begin working on your personal recommendations, I got you. I think we can all agree that feeling supported > flying solo, right?
Ready to Start Feeling Good About Your Money?
Choose the financial coaching engagement that’s right for you.
Budget
​Boss
​In my 4-month introductory engagement, we’ll talk about your financial past, present, and future, and make a plan for starting fresh and clean with your money.
✔️ 90 minute kick-off session
✔️ Three monthly 60 minute financial coaching sessions
​✔️ Detailed budget review
​✔️ ​​Allocate amounts for savings, debt payments, bills, and fun money
✔️ ​Develop your budget mastery skills​
✔️ ​​Calculate your emergency fund goal
I’m Ready to Be A Boss
​Individuals: $357/mo. 
Couples: $497/mo.
Financial Badass
In this 6-month intermediate engagement ​​we’ll get more hands-on with your money habits. You'll become the boss of an all-new budget and tools to be a Financial Badass.
✔️ Everything in Budget Boss
✔️  Two more monthly 60 minute financial coaching sessions
✔️ ​​Set up paycheck automation for direct deposits to multiple accounts
✔️ ​Paycheck-to-paycheck budgeting​
​✔️ ​Open new bank accounts so you can track progress toward each of your financial goals 
✔️ Automate your fun money, savings and debt payments
MAKE ME A BADASS
Individuals: $337/mo.
Couples: $467/mo.
Supercharge Your Finances
​​Money should be fun, right? In this 8-month comprehensive engagement, we’ll take your relationship with finances to the next level so you live a badass life.
​✔️ Everything in Financial Badass
​✔️ Two more monthly 60 minute financial coaching sessions
✔️ ​Monthly budget accountability
✔️ ​Deep dive into limiting money beliefs that are keeping you broke
✔️ Simplify your money with auto bill pay setup, banking alerts, and more
​✔️ ​Option to add ongoing quarterly coaching sessions​
✔️ ​Option to add a deep dive on your credit report and personalized suggestions to improve your credit score
Upgrade My Money
Individuals: $327/mo.
Couples: $457/mo.
VIEW CHILLAX FINANCE SERVICES GUIDE
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Aubrey
"Since I started working with Cally, I’ve doubled my savings and gained the confidence to advocate for myself to receive adequate compensation at my work."
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Emma
"I no longer feel guilty spending money, since it is built right into my budget! I highly recommend Cally to anyone looking for non-judgmental financial coaching."
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Sara
"Cally helped me look into where my money fears came from. She was a cheerleader who provided accountability and structure, and helped AUTOMATE EVERYTHING!"
HECK YES, REBOOT MY MONEY MINDSET
Get the ball rolling and schedule a discovery call today. ⬇️
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hello@chillaxfinance.com
3288 Adams Ave #16473, San Diego, CA 92116
© 2022 Chillax Finance
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