Plan and Simple Collective
Group Coaching
Find encouragement, direction, and practical tools in group coaching.
This isn’t just about learning—it’s about doing. With a small group of peers and guided expertise, you’ll discover how to create a financial plan that works for you while building meaningful connections.
Plan and Simple Collective offers structured guidance, shared accountability, and a chance to learn from others on similar journeys. It’s about progress, connection, and building the future you want, together.
Discover the
power of
our collective
community
CONSISTENCY
A structured 6-month plan for meaningful and lasting change.
CONNECTED
Stay engaged in the private group and celebrate milestones and progress with your group.
COMMUNITY
Shared experiences, ideas and accountability.
ACCESSIBILITY
Expert guidance at a price designed to fit your budget.
PERSONAL GROWTH
Build confidence and improve financial habits.
MOTIVATION
Exciting challenges and fun giveaways to keep you inspired!
Encouragement from Our Collective Community
what will we learn?
✔️ Budgeting
✔️ Debt Management
✔️ Savings
✔️ Creating Good Habits
✔️ Value Spending
✔️ Financial Independence
what will we learn?
Budgeting
Debt Management
Savings
Creating Good Habits
Value Spending
Financial Independence
Encouragement from Our Collective Community
Here's how easy it is
to get started
step One
Explore Your Options
Discover the coaching services and resources available to support your financial goals.
step Two
Choose Your Path
Select the option that works best for you, or schedule a call to find the right fit.
step three
Begin Your Journey
Complete the signup process and get ready to transform your finances!
2 options to get started
1.
Create Your Own Group
Start a group with friends, family, or coworkers and build financial confidence together. Customize your coaching journey with people you trust!
1.
Starter Membership
Get straightforward, practical advice through our online community and resources, giving you the clarity and strategies to take charge of your financial future.
- Access to Plan and Simple Member Portal
- Access to online resources and tools
- Access to private community to ask questions and discuss topics
- Monthly Office Hours for Q&A
2.
Join the Waitlist
2.
Group Coaching
You’re not alone in this journey. Join Plan and Simple Collective! Our 6 month small group coaching program to connect with others, share experiences, and work collectively toward your goals.
You can create your own Collective group or join our waitlist
Group Coaching
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Access to membership portal
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Access to online resources and tools
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Monthly office hours Q&A
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Exclusive and private accountability group
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Monthly challenges with chances to win prizes and giveaways
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Six (6) small group workshops (1/month, 90 minutes each)
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Option to create your own group or join the waitlist
3.
1:1 Coaching
You deserve personalized attention. With one-on-one coaching, we’ll tackle your unique financial challenges together, helping you plan effectively and maximize your financial potential.
Kind words from clients
“Here is where you should place very brief testimonials that get right to the point, you don’t need 15 paragraphs”.
-Liz Zambry
