Personalized financial coaching services
Your guide to dollars & cents competence
I’m Amanda Wray, founder of Next Up Financial and your soon-to-be financial coach. I start where YOU are (and I’ve been there!), be it a new marriage or buying a home, welcoming a new family member, or transitioning to life without your partner. Together, we take an honest, in-depth look at your financial present to plan for a stronger future.
My guidance is accessible, customized, and covers both the practical and emotional aspects of managing money. No need to be intimidated about investing in your finances - we make it work for your lifestyle and make it fun in the process!
What to expect from behavioral coaching
As a behavioral financial coach, my work is all about your growth and development. I will teach you the lessons of financial literacy and help you on the path to financial security through ongoing guidance and accountability exercises. We make sure every decision you make ties back to the goals we set.
By taking this first step, and through the encouragement and honesty that comes with our coaching relationship, you’ll find yourself smarter and stronger both personally and financially.
Together, we’ll build a plan you’re excited about.
Identify your life principles and align your core values with how you save and spend
Outline goals that are clear, achievable, and make sense for your unique situation
Prioritize paying down specific debts without drastically changing your quality of life
Create a foolproof budget that is easy to follow and won’t require you to check in before each purchase
Our behavioral certifications
One of the benefits of working with us at Next Up Financial is that we understand you on a different level, thanks to the training in our behavioral financial advice certification. The certification uses the teachings of neuroscience and psychology to reveal what our clients are thinking and how they process emotionally and physiologically their experiences with money.
The behavioral training emphasizes empathy, the lens through which we approach our work with you, our client. When we say we get what you’re going through, we mean it.
OUR COACHING SERVICES
90-Day Financial Coaching Sprint
To build new habits and change your relationship with money, you have to put forth consistent effort. Our three-month coaching program helps you build a strong foundation for your new approach to financial success. We focus on accountability by developing a plan that addresses your specific needs, values, and goals.
The program is designed to put you in the driver’s seat. We meet weekly in the first month to build momentum and give you the required tools to succeed. From there, we meet every other week as we chart your development and document your wins along the way.
The investment for our three-month program starts at $600 per month, but pricing will depend on your specific circumstances. A monthly payment plan is available if needed.
Monthly coaching
Our monthly coaching services are designed for clients who have completed the three-month program and built a solid foundation of knowledge but want to continue learning and using us as an advisor.
The frequency of your meetings will depend on the support you need – weekly, biweekly, or monthly. Coaching investment begins at $150 per month and will depend on the complexity of your situation.
Hourly coaching
If you need coaching for a specific topic, or if you’re not yet ready to commit to an ongoing program, you can invest in hourly coaching at $200 per hour.
Take it for a test drive
Not ready to commit to an initial meeting but interested in learning more about financial planning? Start by taking a look at our RightCapital financial planning program to learn more about the process.
