The Doctor's Momma
Financial Wellness Coaching
"Plans of the diligent lead to abundance"
Proverbs 21:5
The Doctor's Momma
Financial Wellness Coaching
Do you want to learn to manage your money which reflects your values and needs? Instead of overwhelming stress, do you want to learn how to secure your financial future and wellness?
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You are ready, but don’t know where to begin! Let us at The Doctor’s Momma lead you to gain knowledge and confidence in managing your money.
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You deserve a plan for your money designed to fit you, your needs, and goals.
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Let's get started!
THE MISSION
Personal financial literacy is a key component to reach personal financial Independence. The Doctor’s Momma will collaborate with each client to:
Evaluate
Through a process discovering your own current financial situation.
Step 1 – We get to know you, your needs, goals, and values by conducting a thorough evaluation process to uncover and gain clarity of your current financial situation.
Equip
By providing tools which develop understanding of personal financial skills leading to the establishment of attainable financial goals.
Step 2 – After the in-depth evaluation, we provide tailored tools, exercises, and resources to develop a comprehensive understanding of personal financial skills, enabling you to establish realistic and achievable financial goals. There is so much information on managing your finances, it can be overwhelming and confusing.
We build your financial story based on you and your needs.
Empower
By developing confidence in personal financial decision making.
Step 3 - We aim to foster confidence in each client's ability to make informed and effective personal financial decisions. By gaining understanding of financial best practices, you can act in confidence to reach and attain goals.
Financial coaching helps you create proactive and sustainable strategies, habits and processes to enable you to be successful in life and financial wellness.
Encourage
Through continuous collaboration to inspire and motivate.
Step 4 - Helping you stay committed and motivated to reach your goals and continue on the path to financial independence.
Our Services
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Fiscal Wellness Checkup
Learn where your money goes and be the boss of your money! A two hour, one-on-one session collaborating to gain clarity about your current financial situation. We get to know you, your needs, values, and goals by conducting a thorough evaluation process.
$300.00
3
Fiscal Rehab Therapy
Our program is tailored for individuals seeking to regain control of their finances. With eight scheduled coaching sessions, we'll work together to develop a personalized plan that fosters healthy spending habits and motivates you to achieve your short-term goals. Count on us for the support and accountability you need—just like physical therapy, we’re here to help you succeed!
$1000.00
About Doctor's Momma
While working as a licensed securities broker and investment advisor at a large regional bank, The Doctor’s Momma’s founder, Bev Cook-McCrary, saw a need to help people understand their personal finances. She witnessed clients not having clarity in their financial circumstances, putting themselves at risk by investing in financial products they did not understand. Many advisors require a minimum net worth, a model which leaves out many people that do not have these resources. The Doctor’s Momma LLC offers services as a financial fiduciary, regardless of net worth, at an affordable cost. She provides honest, clear guidance for the benefit of the client based on the client’s needs. Her passion is helping others walk through the steps of gaining financial literacy, so they too, can achieve financial independence.
