This blog was created in partnership with The Financial Gym.
All opinions are my own.
If there is one area of your life you can always work on it is finances. The day when I am 100% debt-free will be a day to celebrate. What could feel better than knowing you have taken complete control of your finances and can do what you want without having any ties to debtors (hello, student loans!)?
I have talked briefly about budgeting and finances on here but never with an option for a true budget. And, by that, I mean a written plan that focuses on your wants, needs, goals, obligations, etc. etc. That’s where The Financial Gym comes into play. This personalized fitness-inspired service will leave you feeling so confident in your wallet.
To start, The Financial Gym sets you up with a certified B.F.F. (Best. Financial. Friend.) who will walk you through the process and set up your individual plan. They ask all of the necessary questions about your income and expenses while getting to know you a bit better. They are very knowledgeable about what you need to succeed.
What makes them different than other budget planning platforms is the one-on-one experience you get. They also ask about what you want to plan for in the future which was a huge plus for me. Based on our conversation I am now putting money aside in a high yield savings account for some big moments like buying a house and saving for my future family.
The plan my trainer Tai sent over was incredible! It is so easy to break down and understand. The first session is called your “Financially Naked Session” where your Trainer will ask you about your cash, debts, loans, etc. She/he will also ask you about your goals – from buying a home to raising your credit score. In my second session, Tai provided me with a personalized plan of how I can reach my goals given what my current financial situation is. There are suggestions for playlists, podcasts, keys to success and to motivate you. The whole plan really speaks to who you are.
Once you have your call and end with plan-in-hand you are set up with an account on their Training Zone which hooks up your bank accounts for accountability tracking and, of course, to see that money pile up!
Part of your plan includes quarterly check-ins with your trainer, in person or remotely and ongoing access to them as questions pop up or if you have any trouble meeting the expectations outlined in your plan. I have loved having this option with Tai as she is super responsive and knows the answer to most of my questions.
To be honest…
Having a plan has allowed me to breathe a little bit. At first, it was stressful but I moved over that mountain quickly. Now that I have an end goal in sight I can put more focus into everyday priorities and joy.
I love that Shannon McLay, Financial Gym CEO and Founder, saw a need for female advisors who us everyday ladies could turn to. Her dedication to helping women everywhere is inspiring because she understands why a relationship is so important.
You can save 15% off your monthly membership to The Gym by mentioning ‘Bianca’ or @BiancaBlogs on your free 20-minute consult call that everyone has prior to becoming a client. Pricing starts at $99/month for individuals and goes up from there depending on your financial situation and marital status.