How It Works

“I need help budgeting my money!” — We get it

“Need help with budgeting my money” is a common request we get. Rest easy! Virtual Money Coach has been helping people just like you across the US improve finances since 1999. Count on us to help you eliminate the sense of helplessness and stress, and start achieving your goals. You’ll enjoy immediate results with long-term benefits.

1. Assessment

It begins with a phone call. During your free consultation, your money coaching expert goes over your finances, including your income, expenses, liabilities and debt, as well as any pressing concerns.

3. Onboarding

We get the necessary financial information from you to make it possible to help manage your money more effectively. We also set up a regular weekly 15-minute call to keep your money managed according to plan.

2. Plan

Your money coach provides you preliminary recommendations, and then suggests a customized plan to get you on the ideal financial track. It includes a transparent, all-inclusive fee, which is typically offset by the savings we help you gain.

4. Support

We provide you complete support via phone and email to ensure you make all the right decisions with your money. You’ll experience positive results instantly, setting everything up for long-term success.

About Us

Learn about Virtual Money Coach or to get on the right path, Contact Us.

Words from our clients

Testimonials

"I LOVE LOVE LOVE Monica & the team... we started back with her in 2006! 13 years and haven't looked back since. I've referred many of my clients to her, as I believe having someone who LOVES details and is willing to keep track of details frees me up to do what I do best..."
- Sonja Jackson

Improve your finances & live better. Request a free consultation.