Personal Finance Coaching Program with Angel F Morales

Hi there!

Thank you for being interested in my 1-on-1 Personal Finance Coaching Program. I started this project in April 2017, as personal research, wanting to know what other options there were besides working until I was 62 years old. This desire led me to read books on finance & investing, attend conferences, start a new business, interview millionaires, and many other things. 

For years I had been struggling with figuring out what I wanted to do with the rest of my life, I knew being an employee for 30 years was not the answer for me, but at the same time, I didn't know where to start. After one of my personal coaching clients expressed a desire for my help with his finances, I came up with a financial coaching program that helps you get better at managing your finances and planning for the future you want. 

While creating this program, my main goal was to teach everything I would have loved to know after graduating from university: budgets, investments, financial independence, retiring early, mini-retirements, etc.

What our coaching will look like:

  • Six 1.5 hour 1-on-1 calls (you will have 12 months to use them)

  • 2 catch up calls, 6 months and 1 year after the 6th call

  • Email/text support in between our six calls

This 1-on-1 Personal Finance Coaching Program is only $1,180 (can be split into multiple payments).

The investment isn't small, but my goal is that this is the best investment you make this year and that you come out feeling free, fulfilled, and alive!

So, enough about me, now I would like to know about you :)

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First & Last Name *
Email *

Age, current occupation, and location:

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Why is it important for you to do this coaching program?

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If money or your job description were not an issue, what would you really like to be doing?
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If you are not currently doing what you would really like to be doing, what are the reasons for that?

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What are you learning right now?

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Where would you like to be at the end of my coaching program?

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Any specific things or topics you want help with?

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Next steps:


During the next few days, I’ll review your answers and follow up. If it looks like it would be a great fit for us to work together, then I’ll email you the next steps. If I’m not the right option for what you are trying to achieve, ill try to point you in the right direction.

Have questions about any of this? I’m just an email or text away, or we can schedule a 15 minute call to answer any questions you might have.

Have a great day,

Angel F. Morales

hello@angelfmorales.com

+1 (619) 778-9395

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