Give the gift of financial freedom this holiday season! Do you have a person in your life you keep recommending Frugalwoods to? Do you continually send them links to personal finance articles that they seem to ignore? Does this same personĀ bemoan that their money is a mess? Do you wish you could stage a financial intervention? Now you can!! I am here for all of your financial intervention needs withā¦
Gift Certificates for Private Financial Consultations!
Yes indeed, you can wrap me up and put me under your tree. Wondering what my private financial consultations entail? Read all about them here or read on for the Cliff Notes:
I work one-on-one with clients to demystify personal finance and break money management down into easy-to-follow steps.
I explain where to start with organizing your finances and where to go for the longterm in a holistic, straightforward, anti-jargon, anti-judgment way, which meansā¦
This Gift is Perfect Forā¦
1) Your Adult Children/Grandchildren!
Iāve heard that parents of adult children find it inordinately frustrating when their adult children wonāt implement their excellent, hard-won, pristine advice. Not that I personally would know anything about this since I do everything my parents tell me toā¦ ahemā¦ but, I hear from a lot of you about the frustrations you feel over your inability to convince your big kids to manage their money.
Itās hard to get our kids to do anything we want to them to do, so, turn the financial piece over to me. Youāre on your own with the rest.
2) Dogs!
Ok not really, but I do love seeing doggos on video callsā¦
3) Friends Who Keep Asking to Borrow Money!
Send these peeps to me. I will help them get at the root of why they continuously run out of money. And I will tell them to stop asking you to be their emergency fund.
4) Your Spouse/Partner Who is VERY Tired of You Asking to Discuss Money!
We can work all togetherāyou, me and your spouse/partnerāor you can outsource it to me and Iāll work with them individually. Getting onto the same financial page with your partner/spouse is an integral step to defining your future. How you use your money will dictate the type of life you lead together.
If money is a hot button, emotionally-charged issue in your relationship, go ahead and put me in the middle of your fights!
Having a neutral third party analyze your finances, ask you questions (which your spouse will hear) and offer suggestions on how to bring your goals into alignment is a lot easier than trying to strong-arm them into it on your own. I can parachute in with the benefit of not being emotionally attached to your life and offer unbiased advice.
5) Siblings Who Think YOU are Their Bank!
Youāre not! Send them my way.
6) Your Niece/Nephew Who Just Graduated from High School/College!
Let me help them stop bad financial habits before they start! How we use our money in our young adulthood often has a profound impact on our longterm financial health. Give them the gift of starting out right. Avoid mistakes and prosper! (maybe donāt tell them how bad my jokes areā¦ ).
7) Your Parents!
Many of you have expressed concerns to me about your parentsā financial situations. Itās super awkward for you to ask them if they intend to move in with you when they retire. But itās not awkward for me to ask!
Are you concerned your parents might think that YOU are their retirement plan? Send them to me. Many of us (me included) donāt want to broach the topic of our parentsā finances because theyāre our elders and it feels disrespectful. I get that. If youāre concerned your folks might not have sufficient retirement savings or an emergency fund or even a plan for when/how to stop working, send them to me. I canāt report back to you on our conversationsātheyāre confidential, after allābut I know the questions to ask to get them thinking about their future. Theyāll understand your concern and love by virtue of this gift.
Iām An All-Levels Consultant
The nice thing about me is that I am generally nice. I didnāt get into this line of work to judge people or make them feel stupid about how they handle their money. I got into it because I couldāve used me back in my 20s when I was flailing around financially (and otherwiseā¦). Most of us didnāt receive personal finance education in school. Nor did we get good advice at home. And so, we launched into adulthood deeply unsure of what weāre supposed to do with our money. I get that because that was me.
I want you to feel secure in the knowledge that anyone you send my way will be taken care of because:
Iām A Thorough Consultant
Similar to my approach in every on-the-blog Reader Case Study, my consultation sessionsāand resulting complete financial plansāare comprehensive, holistic, and all-encompassing of each clientās finances.
I look at income, debts, assets, mortgages, expenses, investments, retirement accounts, anticipated social security, credit card strategy and more. I run through every aspect of a personās financial life alongside their longterm goals and aspirations.
I aim to help people figure out how to make their money enable them to live the life they want.
If youāre wondering if I can help in your specific situation, feel free to email me (liz@frugalwoods.com) and Iāll let you know what I think.
Testimonials From Clients
Since I began offering private consultations two months ago, I can now share testimonials from some of my REAL, LIVE clients:
āLiz is so insightful and thoughtful, and gave me pragmatic, meaningful advice that works with my life. I felt incredibly seen and heard by her. She truly took the time to ask important questions, learn about me, my family and my values, and tailor her advice to my and my familyās unique needs. Grateful to have the opportunity to work one on one with her.ā
-S.M., Attorney
āWorking with Liz on our Private Case Study was an incredibly reassuring and rewarding process. Her analysis and report of our financial situation and goals were thorough, unbiased, and thoughtful. She provided both small, immediate actionable steps and long term planning suggestions. I canāt recommend her services more highly!ā
-R.W. & A.W., Brand Marketer and School Counselor
āAfter years of putting this off, I finally took the dive to dig deep into my financial health. I could not have done this without Liz. There is a lot of emotion wrapped up in how we spend money. Saving is hard, especially at the start. Liz is knowledgeable, practical and empathetic in her approach. She has done wonders to help me understand my current financial health and what I need to do to get to a more secure place.ā
-R.Y., Pediatrician
Hereās How the Gift Certificates Will Work:
- You buy a private consultation gift certificate for your person. Choose from:
- Hourlong video/phone call with me: $250
- Basic financial consultation: $1,500
- Premium financial consultation: $3,000
- You give your person a printed (or emailed) gift certificate to redeem.
- They redeem the gift certificate by scheduling their consultation with me.
- They are eternally grateful to you for setting them on the path to financial freedom.*
*expressions of eternal gratitude not defined or guaranteed herein.
Here are Some Other Good Things About This Gift
-
Itās environmentally-friendly! No manufacturing, no transportation, no carbon footprint whatsoever.
- It has free shipping! Thereās nothing to ship, so, voila!
- Itās not clutter! I will not take up space in your basement or gather dust on your bookshelf. I promise to stay in the computer.
- Itās something everyone can use!
- Itās always the right size!
- You are supporting a small (very small), woman-owned business! Iām the woman! Employees include: me, my husband, and Gigi-the-dog.
- Itās fun! I promise, I really do try to make the experience enjoyable. I know that talking about money might not sound like fun, but I try to bring levity, humor and light to every consultation.
Thereās Still Time to Join a UFM Mastermind Group!
On another noteā¦ thereās a BRAND NEW way to participate in this Januaryās Uber Frugal Month Challenge: join a Mastermind Group!!!! These groups are your chance to meet (on video) with me and 9 other frugal folks once a week for 5 weeks starting in January! Read moreĀ here; sign-up to joinĀ here.
Any questions? Anyone want to put me under their tree?
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