Finance - Financial Coaching Services

“Watch our video to learn how you can be a part of the health revolution as a Health Coach!”

1:1 Session | 1 session

$250.00 for FW Members
$400.00 for Non-Members

**Discounts may vary based on client type. Here’s how to apply your client discount. Not yet a Financially Wise client? Find out more.

Take a moment to relax, then dive into your daily spending with the guidance of a financial coach. Together, you’ll craft a tailored spending plan that encompasses bill payments, everyday expenses, savings, investments, and irregular costs.

To purchase or join a 1:1 session or group workshop, you must be residing in The Bahamas. Family Islanders are welcome to participate.

This session is perfect for individuals looking to create their first budget, revise an existing one, or explore budgeting strategies that fit their lifestyle.

If you're also seeking assistance with debt repayment, consider our Debt Evaluation session. Planning to buy a home? Check out our Homebuying Strategy Session.

Unsure? Schedule a complimentary call to find out which financial success session best suits your needs.

This session is specifically designed for residents of The Bahamas. Financially Wise does not offer business, tax, or legal advice.

You have three months from your purchase date to schedule your session; otherwise, it will expire.

To purchase or join a 1:1 session or group workshop, you must be residing in The Bahamas. Family Islanders are welcome to participate.

This session is perfect for individuals looking to create their first budget, revise an existing one, or explore budgeting strategies that fit their lifestyle.

If you're also seeking assistance with debt repayment, consider our Debt Evaluation session. Planning to buy a home? Check out our Homebuying Strategy Session.

Unsure? Schedule a complimentary call to find out which financial success session best suits your needs.

This session is specifically designed for residents of The Bahamas. Financially Wise does not offer business, tax, or legal advice.

You have three months from your purchase date to schedule your session; otherwise, it will expire.

What You Can Anticipate

A link for detailing your current expenses and savings to share with your financial coach
A 30-minute consultation with a Financially Wise Coach.
Support in discovering innovative solutions to your budgeting challenges.
A customized one-page budget sent to you via email after your session.

How It Works

1
Once you complete your purchase, you can immediately book your session directly from the confirmation page. Select a date and time that works best for you.
2
Be sure to complete a pre-session questionnaire at least 48 hours before your scheduled call. Your financial planner will review your responses to ensure a productive conversation.
3
When your session time arrives, your financial coach will give you a call.
4
After your discussion, you’ll receive a personalized one-page budget plan along with resources to help you effectively implement it.

Successful Stories

Deneil K,

Bahamian women are rescuing their finances by starting businesses, enhancing financial literacy, and building supportive networks. These efforts help them make better financial choices and strengthen their economic independence, positively impacting their communities.

Loleta J.

Lakeisha Simmons helped me make smart financial decisions, improving my situation. I’m focused on building wealth for my family, my debts are decreasing, and I’m managing money better. Thank you, Mrs. Simmons, for blessing my life.

Tinessa D.

I was stuck and unsure about what to do financially. Lakeisha Simmons changed that. Her knowledge and organizational skills set me on the path to financial success. She help me define my Goals and take appropriate action. Lakeisha is professional,intelligent, and passionate about helping others. I highly recommend her.

Marrissa T.

Covid-19 has made everything so ruff. I am currently using what you have taught me. Although I have not been consistently saving, my little emergency fund is helping me along with my investment. And for that, I want to say thank you.”