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Financial Wellness Services

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Emails will include upcoming presentations, financial wellness tips & much more!

Couples Financial Wellness Coaching

Couples Financial Wellness Coaching

Financial Coaching offers support for couples who are feeling overwhelmed. It's time to get you ready for the financial freedom you deserve. My Couples Financial Coaching sessions are tailored to your goals. We will focus on money mindset, stress-free money conversations with your partner, an organized budget (putting you in control of your finances) & discuss ways to save, increase your credit score & pay down debt. You will be surprised by what you can learn, & how organized things can feel, in just a couple of sessions. The initial introduction session is always free!

Wedding Budget Planning

Are you excited about your upcoming wedding, but feeling overwhelmed by the costs? 
Planning sessions will start by discussing what is important to you on your big day, & creating a budget for your dream wedding! My planning sessions will help you establish budget friendly solutions to ensure your wedding is not only an amazing day you'll never forget, but also doesn't cause a financial burden. Includes discussions about your general monthly budget so we can find ways to start saving for your wedding festivities! An initial introduction session is always free.

Wedding Budget Planning
Monthly Financial Coaching Subscription

Monthly Financial Coaching Subscription

If you are looking for financial support but one-on-one coaching isn't your thing, my monthly Financial Coaching subscription is what you are looking for! With this monthly plan you will receive one group coaching meeting each month with a specific theme. Each meeting will include educational slides related to the theme for the month, as well as time for Q&A.

Please fill out the Contact form to learn more!

Employee Financial Wellness Program

Finances are the number one stressor for American's, & when your employees feel stress at home, they bring that into the workplace. If you are an HR professional or business owner who would like to boost employee productivity, increase employee retention & enhance your work culture, then offering your staff an Employee Financial Wellness Program may be the answer. My educational presentations, workshops & individual coaching sessions help your staff build their financial confidence, leading to more motivated employees. I can create a program that fits the needs of your staff. Virtual & in-person benefits available. 

Please fill out the Contact form to learn more!

Employee Financial Wellness Program
About: Headliner
Green Leaves
"I feel really grateful for working with Rachel at Effortless Budgeting. She has been kind, compassionate and is teaching my partner and I to be goal oriented. I feel less stressed talking about money and my partner and I have been able to have open communication about our financial goals since working with Rachel. I definitely recommend Effortless Budgeting!"

Nicole M. | Cleveland, OH
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