Working with Callive

I have spent the last 10 years providing financial coaching and training to individuals and groups. During the training and coaching, I also share the experiences that ignited my work on financial fitness and the self-activated approach rooted in behavior change. I am known for getting things done and helping others get things done. In addition, I am also a Ramsey Solutions Master Financial Coach.

To achieve financial stability, each of us must focus on the behavior change which is at the root of our financial decisions. Callive believes that each one of us is our own best asset.

Our approach is focused on understanding the basics of money including determining financial goals, maximizing income through a spending plan and reducing debt. We help you accomplish your financial goals by holding you accountable on your financial goals.

what do we do?

• Help you set financial goals

• Hold you accountable to your goals

• Provide knowledge & resources to inform financial decisions

• Keep you moving forward on your financial goals

• Provide 1:1 training & coaching

Financial Coaching

We work with you one-on-one. We use the C.O.A.C.H Model to achieve financial fitness.

• Client Driven

• Ongoing Assessment of Current Situation

• Action Planning

• CHecking In

GROUP TRAINING

We provide group training to organizations, businesses and individuals using our curriculum “Your Behavior & Your Finances”, including topics such as:

• What does money mean to you

• The basics of money & banking

• Credit

• Developing a zero-based spending plan

• We can also tailor training to meet your specific needs.