WELCOME TO VERDI ADVISING
Taking the overwhelm and fear out of your finances and equipping you with the knowledge to make it joyful and secure
PERSONAL FINANCIAL COACHING
BUSINESS STRATEGY & SUPPORT
LEARN AT YOUR OWN PACE RESOURCES
Verdi Advising services are designed for busy individuals and couples who are tired of feeling frustrated and scared by their finances
COACHING
Best for: Individuals and Couples who want to create systems and learn how to manage their finances on their own
All coaching services are individualized to meet clients’ specific needs. Examples of common coaching goals include:
Detailed analysis of current financial standing
Determination of financial goals and action plans
Individualized support that helps clients follow through with action plans
Creation and implementation of financial systems that are easy to maintain and support clients’ goals
Financial modeling to analyze different financial options (i.e. retirement planning, debt management, income changes, savings, etc.)
Organization systems for financial documents and information
BUSINESS STRATEGY & SUPPORT
Best for: Business owners looking for financial expertise and support to take their organizations to the next level
Monthly Business Strategy & Support Packages include consulting, coaching, and support in the following areas:
Financial Strategy
Financial Operations and Management
Pricing Services & Products
Expense Analysis
Account Systems and Maintenance
Projections
Debt management
Price starts at $2,500/month
LEARN AT YOUR OWN PACE
Best for: Gaining Personal Financial Literacy for Individual Employees and Freelancers
Verdi Advising Learning Modules
Get a taste of the content Caroline provides to her 1:1 Clients in bite-size, learn at your own pace videos! Each purchase includes tutorial videos, audio, and all accompanying materials (i.e. spreadsheets, documents) needed to complete the module and reach your financial goals.
FEATURED PRODUCT: VERDI ADVISING MONEY DIARY
If you ever have the thought, “Where did all the money go?” this is for you! The Verdi Advising Money Diary is an excellent tool to help you gain a deep understanding of your financial habits so that you are better able to make lifestyle choices that are aligned with your true values and goals.
Verdi Advising + ilovecreatives = Finance Friends Forever!
Why oh why does Personal Finance have to be so hard to learn? And when you do find someone teaching it…let’s be honest, they feel a lil SUS and just not your vibe. Our goal is to help you learn those tricky financial concepts alongside a community of Finance Friends Forever so that you’re not figuring this out alone.
