Break free from Financial Struggles. Lead a Quality LIFE.

It starts with impactful Financial Planning and Positive Money Mindset
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jayteerth-katti-certified-financial-advisor

6-step MoneyMap Framework

Breaking free from financial struggles, leading a quality life and achieving your money goals

all starts with a strong and impactful Financial Planning and Positive Money Mindset

that is unique to you, your lifestyle, and your financial aspirations.

Without it, you can easily find yourself financially stressed, making bad investment decisions, 

Completely dependent on a single source of income and living a deteriorating life. 

Having a personalized MoneyMap for your money, not only allows you to align  

the finances with your life goals and optimize 

your savings & investments to achieve those faster, but it also accommodates 

your continuously evolving life needs into your plan and helps you stay on track. 

That’s the power of a strong financial foundation!

It elevates your financial aspirations, eliminates financial stress

And allows you to actually improve your life quality.

So you want my 6-step MoneyMap Framework and level up your life?

My 66 days private coaching container is designed to give you the CLARITY and DIRECTION

you need to make this happen.  No more financial uncertainty or bad financial decisions that 

hit your pocket hard and say goodbye to a never-ending debt pile or over-limit credit cards.

You get:

  • A deep understanding of financial concepts and strategies
  • Clarity to make confident financial decisions
  • Shift your beliefs and habits around money for long-term success.
  • Transform your mindset around money, leading to financial freedom
  • Achieve your money goals and create a life of abundance

What else is included?

– A recording of each session
– Unlimited voice note and message support for 4 weeks after your last session to support you during your 66 days journey

Ready to go?
Book a Discovery Call to apply

During the sessions, we will cover

Building Your Financial Vision

Through a guided exercise, you’ll paint a clear picture of your ideal financial future. This will fuel your motivation and keep you focused on your goals.

Mastering Your Money

We’ll dive into conscious spending principles to identify your core values and prioritize where you allocate your resources and set realistic spending limits.

Savings & Investment Strategies

We’ll develop a plan to establish healthy savings habits, aligned with your specific goals. Help you save for an emergency fund and long-term investments.

Building Financial Security

Optimize your financial well-being, negotiate bills, utilize credit card rewards programs, and explore insurance options. Learn how to protect your assets and plan your legacy.

Personalization & Flexibility

Get equipped with tools and strategies to manage debt, overcome frozen wealth situations, and adjust your risk tolerance as needed.

Recalibrating for Success:

Track your progress towards your long-term financial goals, taking into account potential changes in your life circumstances. Embrace a growth mindset.

A 360° Financial Wellbeing EcoSystem

1. Building Your Financial Vision:

  • Create a Vivid Vision of Your Financial Future: Through a guided exercise, you’ll paint a clear picture of your ideal financial future. This will fuel your motivation and keep you focused on your goals.
  • Set SMART Goals: We’ll work together to define your financial goals using the SMART framework (Specific, Measurable, Achievable, Relevant, and Time-bound). This roadmap will help you break down your aspirations into actionable steps.
  • Create a Vision Board: Visualize your financial success by creating a personalized vision board. This serves as a daily reminder of your goals and keeps you inspired.

2. Mastering Your Money:

  • Document Your Income: Get a clear picture of your financial inflows by creating a comprehensive income tracker using our provided workbook.
  • Conscious Spending & Setting Limits: We’ll dive into conscious spending principles to help you identify your core values and prioritize where you allocate your resources. You’ll then learn how to set realistic spending limits using a workbook and video lesson.
  • Track Your Expenses: Discover your spending patterns with our user-friendly expense tracker. Gain valuable insights into your financial habits through the provided workbook, AI tool prompts, and helpful prompts.

3. Savings & Investment Strategies:

  • Start Small & Build Momentum: We’ll develop a plan to establish healthy savings habits, aligned with your specific goals. This may involve saving for an emergency fund or automating a portion of your income for long-term investments.
  • Investment Options: Explore beginner-friendly investment options and create a structured savings and investment plan. We’ll guide you to optimize your returns and create a strategy tailored to your risk tolerance.
  • Risk Assessment: Before embarking on your investment journey, we’ll perform a thorough risk assessment to ensure your investment strategy aligns with your comfort level.

4. Building Financial Security:

  • Securing Financial Stability: Create a safety net by establishing an emergency fund. We’ll also explore strategies to optimize your financial well-being, such as negotiating bills, utilizing credit card rewards programs, and exploring insurance options.
  • Asset Protection: Learn how to protect your assets through robust insurance planning and consider strategies like income property investment or depreciation management for further security.
  • Legacy Planning: We’ll guide you through the crucial steps of legacy planning, including creating a will, living will, and power of attorney documents. Designate beneficiaries for your assets, financial accounts, and insurance policies to ensure your wishes are carried out.

5. Personalization & Flexibility:

  • Adapting to Life Circumstances: We understand that life throws curveballs. We’ll equip you with tools and strategies to manage debt, overcome frozen wealth situations, and adjust your risk tolerance as needed.
  • Financial Aspirations: Throughout the program, we’ll continuously revisit your financial aspirations to ensure your MoneyMap remains aligned with your evolving goals and dreams.
  • Embracing Your Values: Uncover your unique financial tendencies, whether you’re a conservative, risk-averse planner or a proactive, growth-oriented investor. Tailor your financial strategies to your personal lifestyle and values.

6. Recalibrating for Success:

  • Long-Term Goal Tracking: We’ll establish a system for tracking your progress towards your long-term financial goals, taking into account potential changes in your life circumstances.
  • Short-Term Optimization: Regularly schedule financial check-ins to ensure your MoneyMap remains effective.
  • Incremental Adjustments: Embrace a growth mindset and make adjustments to your plan as needed.

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See a Doctor Today

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Mental Health Care

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Health Plans

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Prenatal Care

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We Accept A Variety of Insurance Policies

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Contact Us

(255) 352-6258

1234 Divi St. #1000, San Francisco, CA 94220

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