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Services & Pricing
Take a step towards financial stability and take control of your finances with Smart Family Finance. From personal finance coaching and counseling to debt pay-off and retirement planning, we strive to educate and accompany individuals in reaching their financial goals.
Smart Family Finance
Managing your finances can be overwhelming, let alone thinking about your monthly payment. Through the help of credit counseling or financial coaching, you can learn how to handle money problems and pay off your debts regularly, save up for an emergency fund, or develop great financial plans for the future.
Founded by Steven Vazquez and his wife, Jaclyn Vazquez, Smart Family Finance is one of the leaders in financial education, coaching, and budget counseling. Initially started by providing personal private services, the couple has been helping different individuals for over a decade.
Continuing what they have started, Smart Family Finance strives to empower families and individuals to achieve financial success. The couple aims to educate people on financial decisions and help them build solid-rock savings to achieve financial security through coaching, counseling, and various resources.
Personal Finance Coaching Services
Smart Family Finance offers top-of-the-line finance coaching and credit counseling for individuals, couples, and families. We specialize in many areas to provide comprehensive and valuable support to reach financial freedom. From personal coaching to helping in managing debts and savings, here are the different services we offer:
Budgeting Review
We know that handling your personal or family finances can be challenging. To help you achieve financial stability, we offer budget reviews and help you customize budget plans that align with your personal needs and goals. With the right strategies, we can help you overcome that financial wall by first reviewing your financial habits, followed by a practical budget plan that is right for you.
Debt Management
Staying caught up on repayments can be very stressful. However, getting out of your debt faster than you think is possible!Through personalized debt reduction strategies, Smart Family Finance ensures a practical approach that works for every client. By devising a payoff plan and exploring debt reduction methods, we, Steven and Jaclyn, coach clients on how to get their finances back on track through a strategic debt management plan.
Retirement Planning
After working hard for a long time, you deserve to live comfortably. Retirement planning is a smart solution for financial worries and your door to a more secure future even after your working life. Through our retirement planning coaching and counseling, we can help you identify your future retirement goals and create a plan based on your savings.
Personal Financial Independence and Investments
The road to financial independence is an arduous journey, but with the help of finance coaching, we can help you calculate your assets, savings, and investments. This allows you to gauge how much you have and how much you need to achieve financial freedom.
Personal Queries
There are so many questions that arise when it comes to financial planning. Each financial problem is unique and has its own set of factors. Our one-on-one coaching can help you delve deeper into your personal financial situations and tackle more queries you have in mind.
Why Choose Smart Family Finance
Having a partner who is an expert in their craft allows you to make smart decisions for a brighter future. If you are looking for valuable tips from experts on financial education, here are a few reasons why you should choose us:
Experience and Expertise
Every mistake we commit in our financial choices often has long-term negative effects. That is why having a good financial coach is essential. Rooted in years of experience and background in banking, corporate sales, and management, we have helped different individuals through credit counseling services and finance coaching. Well-versed in this field, we are committed to helping you identify opportunities to manage your money better and guide you with various tips on earning a better financial life.
People Before Profit
We believe that money confidence is something that everybody should have. Our success is defined by the success of our clients. Thus, we are committed to putting our clients first with our best financial coaching abilities.
Personalized and Non-judgemental Approach
At Smart Family Finance, we build trusting relationships with our clients by understanding their personal financial needs and empowering them with highly personalized coaching and counseling tailored to their financial goals. We also ensure that our financial coaches work with a non-judgemental approach to help our clients be more comfortable during our sessions.
Client Satisfaction
Committed to helping you develop better spending habits and money management skills, we consider our client's satisfaction necessary. We ensure every client is satisfied with our financial coaching services and prove you are on the right path.
Pricing
60 Minute 1:1
Coaching Session | $199/hour
A one-on-one session with Steven or Jaclyn is vital to a deeper understanding of your financial goals. During the 60-minute call, we will tackle your specific questions and goals. Here are the services included in this package:
Budgeting review
Debt Pay off
Q&A on your financial goals and personal finance subjects
Bonus free copy of my budget template and net worth tracker
3 Pack
(Three 60 Minutes Coaching Sessions) | $497 for 3 Hours
Once is not enough? Get your one-on-one session thrice with this package. We am excited that you are taking the first step in securing your financial future! For this package, the day you schedule will be the first session, and from there, we will prepare the following second and third sessions. All three sessions must be completed within three months from the date of purchase.
Here are the services included in this package:
Budgeting review
Debt Pay off
Q&A on your financial goals and personal finance subjects
Bonus free copy of my budget template and net worth tracker
When availing of this package, the web conferencing details will be provided upon confirmation. You will receive a Zoom Link for our scheduled call. During the first 60-minute call, we will tackle your specific questions and goals.
Discount Provided for Military Members and Veterans and Teachers
Service Policies
Cancellation or Rescheduling
For every session, an email will be sent to you as a reminder. In the event that you need to cancel or reschedule an appointment, please notify us at least 24 hours before the session to get a full refund. If you cancel an appointment less than the 24-hour window, only a 50% refund will be given. No refunds will be provided if you cancel 4 hours or less before the scheduled session. You may only reschedule an appointment once.
No Show Policy
If you do not make it within 10 minutes of the scheduled time, you will be responsible for the entire session payment, and the session will end after 10 minutes.
Master Your Finances With Smart family Finance Today!
While managing your money may look overwhelming, it does not have to feel that way forever. Through financial literacy, developing better money habits is possible. With the help of financial coaching, debt management plans, and budget counseling, you are not only trying to improve your current financial practices but also investing for a brighter future full of opportunities. If you lack knowledge in financing and need help from a reputable credit counseling organization or other experts, this is the perfect time to check out financial coaching and counseling services. At Smart Family Finance, we believe that knowledge is power. We provide our clients with various finance coaching and credit counseling services that cater to the different finance niche areas. Contact Smart Family Finance and schedule an initial consultation. Ace your financial plan and be well-versed in managing your finances today!
Contact Us
Have a question or want to learn more about our financial coaching services? We’d love to hear from you! Schedule a call, and one of our friendly team members will be happy to assist you. Let us help you take control of your finances and start building a better future for you and your family.
Remember, a brighter financial future starts with you! Make the smart choice and join the Smart Family Finance community today. We look forward to helping you achieve the right path to a better financial life.
Smart Family Finance
We are dedicated to helping families achieve financial success through education and personalized support. We offer a variety of resources and tools to help you understand and manage your finances, as well as one-on-one coaching sessions and budget counseling to create a personalized financial plan made for your specific financial goals.
Learn how to create a budget, save for retirement, and invest wisely with our expert guidance. We also provide valuable tips and financial advice on managing debt, building credit, and achieving financial stability.
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