Coaching that inspires. Results that last.
Right now you may be feeling trapped by your money. You may feel like you're suffocating. Enter Moneyskope's industry-leading coaching. Using an empathetic and optimistic approach, we'll be with you every step of the way: getting to know you, evaluating your finances, and drawing up a plan that will have you making real progress quickly. You'll finally see the light at the end of the tunnel. And the best part? You'll experience positive change that last a lifetime.
How it works
By your side every step of the way
1. Learn about you
We set the stage for your lifelong financial transformation by understanding your values, beliefs, and "why".
2. Gather your information
At this stage, we'll review your combined income, expenses, debt and bank accounts to determine your quick wins.
3. Assess bank accounts
After analyzing your financial picture, we'll build your money movement system that aligns with your preferences and goals.
4. Analyze debt
With your money movement system in the works, we'll analyze you debt and develop an efficient paydown plan.
5. Implement the plans
Aaaand...we're off! You'll be working with a new money system and paying off debt more quickly.
6. Monitor progress
Via check-in meetings, you and Alex will discuss your progress. If necessary, we'll make tweaks to the plan so you can keep the motivation going.
We've helped others achieve financial peace of mind. Why not you?
"Working with Moneyskope has been a financial game-changer for us. With Alex's expertise and guidance, we have been able to navigate some difficult financial decisions. Alex has taught us to set goals and think critically about our purchases and how they impact our overall budget. He is never judgmental, and his honest approach has enabled us to set realistic goals."
"We turned to Alex and Moneyskope for help and he guided us through all the rough waters of the frightening finance world. He helped create a solid plan that not only allowed us to save enough for the down payment on our first home, but also forged the path for our financial future. Alex solved the puzzle of helping us save between rising rent costs and my wife’s student debt without taking on new debt, answering questions about new credit cards and lines of credit for renovations on our new home. Alex’s overall knowledge of the financial world helped solidify our future."
"Alex brought fresh, effective ideas to financial woes that I'd been grappling with for years. As a young adult with no experience managing a budget, I struggled with overspending, living paycheck to paycheck, and the inability to consistently grow my savings. In just a few months, Alex helped me to pay off my CC balances and institute a system whereby I'm automatically divvying up each paycheck in a way that allows me to live with less concern and move closer to my financial goals."
Looking for another option? Check out Wealthy Together!
Our acclaimed guidebook, Wealthy Together, is the go-to resource for couples looking to build a strong financial foundation. Order the e-book now and instantly learn how to communicate as a team, set goals together, and understand your financial health.
Interactive and practical, the exercises in Wealthy Together turn financial planning into a shared adventure. From financial background sharing activities to goal-setting workshops, each exercise is designed to foster collaboration and make your financial journey together enjoyable and rewarding.
