We'll Meet on Riverside (better than zoom) for four, 90 minute sessions

• You’ll receive a workbook with a few simple assignments — don’t worry, I’ll help you 😊

• Your finances are yours — we’ll discuss them at great length but I don’t keep copies of your info.

• All sessions will be recorded and available for 1 year.

• In preparation for session one, you’ll receive a simple assignment to inventory your financial products: bank accounts, credit and debit cards, debts, etc.

• I’ll show you, step-by-step how The Big Split Method works and how it enables you to plug your financial leaks, pay yourself first and quickly transform your finances.

• Then, well do a little financial house cleaning… From bank accounts (business and personal) to credit cards, bill paying, taxes, investments and all those pesky subscriptions you forgot about, I’ll walk you through how to organize and simplify your day-to-day finances.

• You’ll receive an assignment for the week, we’ll discuss your goals and intentions for our time together and create a simple plan to improve your finances.

• We’ll recap session one and review your experience over the previous week with cleaning your financial house. Then I’ll guide everyone on how to separate your business and personal finances, dial in your bank accounts and bill paying.

• Tired of paying bills and having nothing left to save? I got you! I’ll show you how to improve the flow of your cash, pay yourself first (your financial goals) AND cover your living expenses, business, taxes and debts simultaneously.

• We’ll look at creating stability with irregular income and start formalizing your new financial plan. Then, you’ll have a week to implement all that we have discussed in the first two sessions.

• Life is one long series of unexpected expenses so, we’ll get you prepared! I’ll show you how to use The Big Split to flow with the ups and downs of your life’s ever-changing financial needs. Say goodbye to restrictive, boring-ass budgeting!

• I’ll help you set a few goals (savings/investments, pay down debt, build safety nets) and introduce you to a simple technique to improve your spending habits and pay zero penalties or fees on your credit cards!

• If you have debt, no matter how big or small, i’ll help you create a sustainable plan of attack that doesn’t leave your accounts empty at the end of each month.

• You’ll receive an assignment for the week that will help you bring everything together and get you ready to start taking action and splitting your money!

YOU - “All things considered, the last 3 weeks were pretty damn fun! Thank you Lucas!”

ME - “Awww, that’s so kind of you to say, thank you! Now, let’s get ready to RUUUUMBLE!” 😂

• We’ll bring everything together and get you started! I’ll introduce you to the Golden Rule of The Big Split, a few tried-and-true best practices, we'll recap the lessons and then you’ll do your first split!

• You’ll have a week to implement and practice what you have learned in our sessions. Once you take action, it’s natural for all kinds of new questions and concerns to pop up which we will begin addressing in the next four coaching and guidance sessions.

Once you start splitting your money, all sorts of new questions will arise - this is where you switch from theory into tangible, real-life situations. This is where the rubber meets the road.

‍ ‍

You’ll receive 4 coaching, integrations and support sessions:

• Sessions will be hosted on Riverside.

• Each session will be 90 minutes

• I’ll help you navigate your specific situations

• I’ll help you apply and practice your new techniques

• All sessions will be recorded and available for 1 year.

Often, the biggest challenge to improving our finances is breaking our old habits and learning how to navigate unexpected expenses…

From income drying up and 18 bills arriving at the same time or that weekend vacation that’s calling your name while your debt and taxes get pushed to the back burner — you’re going to have questions.

During the four integration and support sessions, we’ll address your financial challenges in real-time so that you can take what you have learned and THRIVE!

I won’t do the fishing for you but I will teach you how to fish so that you can take care of you and your loved ones for the rest of your life. 😊