Welcome to Upbeat Financial Coaching and Coaching Plus Programs!

Upbeat Financial offers comprehensive financial planning services, but we realize that not everyone is ready or needs a full financial plan. When you’re just starting your financial journey, after getting a big raise, graduating college, or starting a new job, taking some small steps might be the best way to achieve your short-term financial goals.

If that sounds like you, and you’re ready to take control of your finances and achieve your financial objectives, look no further! With our comprehensive services, we offer the tools, guidance, and personalized attention you need to navigate the complex world of finance with confidence, at a cost that works with your budget and goals.

Upbeat Financial Coaching

Software That Makes Budgeting Easy

Say goodbye to the hassle of managing multiple accounts across different platforms. Our powerful software brings all your financial information together in one convenient place. From checking and savings accounts to credit cards and loans, our intuitive platform showcases your monthly spending, debt, and provides insightful analysis.

Tailored Investment Recommendations

Investing can be daunting, especially when faced with so many options. Our risk assessment process considers your age, goals, savings, and more to determine the most suitable investment opportunities for you. Whether you're a beginner or an experienced investor, we'll guide you towards the investments that align with your unique circumstances.

One-on-One Guidance with a Financial Planner

We understand that everyone's financial journey is unique. That's why, after implementing our software and completing the risk assessment, you'll receive three hours of individualized time with Dana Edwards, CERTIFIED FINANCIAL PLANNER™. She will provide personalized insights, answer your questions, and help you optimize your budgets for maximum financial success.

Upbeat Financial Coaching Plus

Ready to level up your financial game? Our Upbeat Financial Coaching Plus program offers an enhanced range of services to supercharge your financial well-being, in addition to everything offered in the Upbeat Financial Coaching program.

In-Depth Investment Analysis

It's crucial to regularly review and assess your existing investments. Our team will conduct a thorough analysis of your current investment portfolio, including your IRA, 401K, stock options, assets, and more. We'll align your investments with your risk assessment score, ensuring that your financial strategies are on track to meet your goals.

Strategic Planning for the Future

To thrive financially, you need a well-defined plan. We will conduct a comprehensive audit of your current financial landscape and work with you to create a strategic plan for the next one to three years. With a clear roadmap in hand, you can confidently make decisions that align with your long-term aspirations.

Extended One-on-One Guidance with a Financial Planner

In addition to all the benefits of our standard coaching package, you'll receive six hours of dedicated time with Dana Edwards, CFP® Professional. This extended guidance allows for a deeper exploration of your financial goals, challenges, and opportunities. Dana will provide tailored recommendations and help you stay on track as you work towards financial freedom.

Ready to embark on your financial transformation? Choose Upbeat Financial and we’ll work together to determine which of our three programs makes the most sense for you. Start your journey towards financial freedom today. Contact us to get started!