WELCOME TO EMERGE

Our Process

What is EMERGE?

EMERGE is a monthly program that combines one-on-one financial coaching

with online lessons focused on financial literacy.

How does it work?

STEP 1: LAUNCH  

As an EMERGE member, you will meet one-on-one with your coach. TOGETHER the two of you will dig deep into your financial life to identify your values and goals and then build your

FINANCIAL LIFE PLAN with step-by-step instructions to get you on your way.

 

STEP 2: RE-FOCUS

Every month you will meet with your coach one-on-one to
CHECK IN, keep you ACCOUNTABLE, and create NEXT STEPS.

 

STEP 3: LEARN & SUPPORT

You will also gain access to a new EMERGE financial lesson each month. The lessons are split up into bite-sized pieces for EASY UNDERSTANDING and include topics like:

- Investing Basics

- How credit cards work

- The ins and outs of mortgages

- Insurance 101

- Taxes: What the heck?

- How to choose a financial professional

How long does EMERGE last?

EMERGE is a one-year program.

When and how does EMERGE meet?

After your LAUNCH meeting, you will meet once a month with your coach. You will have the opportunity to schedule time with your coach that fits into YOUR SCHEDULE. Lessons can be done whenever YOUR schedule permits. And don't forget - EMERGE meets virtually -

so rock those comfy pants!

How much is my investment in EMERGE?

EMERGE is $72 a month (or a one-time investment of $800) and ALSO includes:

* a membership to Monarch Money to track your spending and saving in one easy spot

* your own Financial Life Plan Workbook to help you dive deeper into your money habits

* unlimited email support from your coach for when things get rough, you need inspiration, or you just have financial questions (please allow 48 hours for a response)

Not sure? Still have questions? Book some time for us to chat!

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All Rights Reserved.

Email: Hello@PinkThreadFinancial.com