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Davis Money Management Solutions, LLC

Thank you for choosing to work with me! See below for a few additional guidelines.

Please note that this is only an Appointment Request and a confirmation email will be sent when your appointment has been approved.

All sessions are virtual and must be booked in advance. If a client is late to the call, he/she will be allowed a 15 minute grace period and then the session will be cancelled. A 50% refund will only be given if the session is cancelled with a 24 hour advanced notice. For any sessions booked through a referral partner, please contact them directly with any refund requests. If there is any uncertainty regarding which sessions to book, please send an email with your questions to the following address: info@daniellerenedavis.com and I will get back to you as soon as possible.

With Kind Regards,

Danielle Davis, MBA

1 Choose Appointment

Discovery Session

30 minutes @ $47.00

All new clients must start here. This is the initial call for clients to discuss their needs and determine their goals to include: Budgeting, Saving, and Debt Payoff. The required intake form must be completed prior to this session. All sessions are done virtually.

Strategy Session

1 hour @ $197.00

This session will provide clients with practical solutions on how to optimize their personal finances. We will dig into the numbers during this session. Clients will also be provided with tools and resources to begin the process of changing their financial situation. All sessions are done virtually.

Accountability Sessions

1 hour @ $97.00

This session consists of a set of 4 separate 15 minute weekly follow-up calls to ensure that clients have implemented the strategies discussed in the previous sessions. Clients can also discuss any issues or problems that they are having with these strategies if any. All sessions are done virtually.

Pick My Brain Session

30 minutes @ $67.00

This is an ask me anything session regarding ways to improve your money habits. We can discuss managing, earning, or saving. You do not have to be a current client to book this session. All sessions are done virtually.

3 Month Private Coaching Program (1 - Two Hour Session and 6 - One Hour Sessions)

1 hour @ $1,497.00

This 3 month, private coaching program includes 7 Sessions in which we will focus on the following:

- Money Mindset Shifts - gain clarity on any negative thoughts about money
- Budgeting - create a realistic budget that will get you results
- Spending Habits - determine which areas to improve to increase income
- Debt Payoff Plan - discuss creative ways to reduce debt
- Savings Plan - build an emergency fund and develop a plan to conquer unexpected expenses
- Other items upon request...

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Davis Money Management Solutions, LLC

1 Choose Appointment

2 Your Information

3 Confirmation