The greatest investment you will ever make is into yourself!
What package is right for you? Click on one of the following to get more information!
30 Day Financial Jump Start Coaching Package (Most Popular)
30 Day E-Financial Jump Start Coaching Package (Via Email & Fax)
1 Hour Financial Coaching Session
Business Owner's Employee Benefits Package
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Testimony:
"Carlos helped me discover that my challenge was not knowing how to save. I now have the tools to be a good steward over the finances God has given me!"J. Triplett - N. Charleston, SC |
30 Day Financial Jump Start Coaching Package
Get positive results in only 30 days!
(4 One-on-One Coaching Sessions with Carlos over 30 days)
Benefits you receive over 30 Days:
- Have a budget that works for you (Spending Plan)
- Start saving money (Savings Plan)
- Learn ways to decrease your expenses 15%-25%
- Have a “Get out of Debt” plan in place
- Learn ways to increase your take home pay
- Decrease negative financial stress
- Most importantly gain control of your finances
Also
includes:
- Unlimited NEXT MONEY STEP financial forms to get your finances in order($20.00 Value)
- Personalized Spending and Savings Plan report ($25.00 Value)
- Personalized Debt Snowball report ($25.00 Value)
- Your Debt Freedom Date
- Unlimited email support
- Free Subscription to “Master Your Money” E-Newsletter
30 Day E-Financial Jump Start Coaching Package
(Coaching via Email and Fax Only)
You want to have Carlos as your personal financial coach
but you work crazy work hours. We understand and respect that so our 30 Day E-Financial Jump Start Coaching Package is perfect for you. All of your
correspondence with Carlos will be by fax and email. You will still
receive same level of service and attention as if you were meeting with Carlos
one-on-one!
Your E-Financial Jump Start Coaching Package includes all
of the same benefits and resources as the regular package:
Benefits you receive over 30 Days:
- Have a budget that works for you (Spending Plan)
- Start saving money (Savings Plan)
- Learn ways to decrease your expenses 15%-25%
- Have a “Get out of Debt” plan in place
- Learn ways to increase your take home pay
- Decrease negative financial stress
- Most importantly gain control of your finances
- Unlimited NEXT MONEY STEP financial forms to get your finances in order($20.00 Value)
- Personalized Spending and Savings Plan report ($25.00 Value)
- Personalized Debt Snowball report ($25.00 Value)
- Your Debt Freedom Date
- Unlimited email support
- Free Subscription to “Master Your Money” E-Newsletter
1 Hour Financial Coaching Session
The 1 Hour Financial Pep Talk is open to anything you want to talk about. My clients utilize this 1 Hour Fine Tuning session as follow up and accountability sessions. Many clients also use this to focus in on one particular financial goal like:
- I want to set up a budget
- I need to save a certain amount of money by a certain time
- How can I decrease my expenses
These sessions are yours to cover whatever you like. Use them as little, or as often, as you need them.
- Stresses accountability, which is a major component in the achievement of your stated goals
- Provides constructive feedback to keep you motivated for continued success
- Allows clients to take advantage of a counseling session without the major cost.
- Provides "face-time" with me after the free month of follow-up has passed, so that we can make sure you are making real progress
Pre-Martial – Coaching Package
Carlos has a heart for helping engaged couples start out ahead of the game when it comes to finances! Many engaged couples spend several months and hours planning for the wedding day but spend little to no time planning for their financial future! Carlos and his wife have been married for almost 9 years and have gone thru the struggles of digging out of debt, arguing about money and all the other stress that financially disorder and lack can bring into a marriage. So thru personal experience and victory in his marriage. Carlos will show you and your spouse how to obtain the peace in your marriage that you desire!
- Session 1 (2 hrs) – Finding out where you the two of you are financially!
- What makes the two of you tick financially?
- Unloading financial baggage before the wedding day.
- Learn how to communicate effectively about money
- Establishing order in your finances individually and then together.
- Evaluate and develop your spending plan, savings plan and debt freedom plan.
- 2 Week Follow-up (60 min) - Keep the momentum going!
- Option by phone or in person
- Approximately 2 weeks after your initial visit to continue "fine-tuning" your plan, ensure you stay on track with your goals.
- 4 Week Follow-up (60 min by phone) - Keep the momentum going!
- Option by phone or in person
- Approximately 4 weeks after your initial visit to continue
"fine-tuning" your plan, ensure you stay on track with your goals.
- 60 Day Follow- Up (30 min by phone) to ensure you're accountable to stay on track to meet your goals. After your first 3 sessions, I am available to talk or correspond via email with you over the remaining months of your coaching package.
- 90 Day Follow- Up (30 min by phone) to ensure you're accountable to stay on track to meet your goals. After your first 4 sessions, I am available to talk or correspond via email with you over the remaining months of your coaching package.
- Each coaching package includes all of the "You Are HereTM" Financial Forms you will need to help you accomplish your goals
- Unlimited Email Correspondence during 90 Day Period
$349 Investment
Small Business Owners - Employee Benefits Package
Hire Carlos to be your employees Personal Financial Coach!
Business Owners did you know that:
- 70% of your employees are still living paycheck to paycheck?
- Because of this they are less productive at work because of personal financial issues.
- 60% of your employees do not have enough savings to survive 2 months if they lost their jobs today.
- Build employee loyalty to your business
- Drastically mprove employee productivity at the workplace
- Increase your bottom line
- MOST IMPORTANTLY - Give your employees the financial peace that they are desperately seeking.
- 93% of your employees say "what happens to my company is very important to me"
- 82% of your employees say I am proud to say, "I work from my company."
- 87% of your employees say"I will go out of my way to help make my company successful."
Carlos can set up your program to:
- Coach your employees in a group setting via workshops at the workplace or conference calls
- Coach your employees one on one, even with their spouse, for more private consultations
- Have your own idea? Carlos can tailor his service to your business and employee's needs!
or
Contact Carlos directly at 843-530-2018 or by email at carlos@nextmoneystep.com
Approved Forms of
payment-
* The Frank
Financial Group (FFG) and Carlos Frank understands that since Visa and MasterCard
have a virtual monopoly on the debit card industry it prohibits merchants from only
taking debit cards, even thru Pay Pal. So at this point it is impossible for FFG to ensure that every order
has complied with our debit card policy. However we do believe and trust that all of our customers walk in high levels of INTEGRITY and maintain EXTRAORDINARILY high
standards of TRUTH and HONESTY. Please help us accomplish our vision of helping you to live a debt free and prosperous life by adhering to our policy, of NO CREDIT CARDS.
