Schedule Your Discovery Session - Choose a time that works best for you through our online calendar. Sessions are held virtually or over the phone if you prefer. During this 45 minute meeting, you and your coach explore your goals and what you would like to accomplish.

Activate Monarch Money - After this call, your coach will send you a link to set up Monarch Money (included with Momentum Circle)

Stay Supported - Your coach will review your accounts and send you 1-3 monthly action steps by email or text.

Send in Your Questions - Submit your money questions anytime. They’ll be answered anonymously in weekly recordings for Momentum Circle members, so everyone benefits while protecting your privacy.

Join Group Q&A - Through our weekly "Ask the Expert" sessions, you'll have the opportunity to ask questions from an accredited financial coach and learn from other Circle members.

Review & Repeat - Each month, we will check in on your progress, adjust as needed, and celebrate your wins.

Momentum Coaching is designed to fit into your life, giving you consistent support without overwhelming your schedule.

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