One-Time Introductory Coaching Session

One time coaching sessions by Anna include:

  • 60 min online session;
  • Performance coaching (discussion of goals and action items to achieve goals);
  • Six month budget specifically designed for the client;
  • Restructuring of personal financial portfolio;
  • Session notes sent by email after the conclusion of the session.

Investment: US $89

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Join The Money Société

The Money Société is a 7-month program that is designed to change your life! Every month, the Société meets for training on a topic of personal finance (including but not limited to budgeting, investments, retirement planning, offshore banking), along with a session geared towards personal development (including but not limited to “How To Build A High Networth Network”, “The Psychology of Sales” and “Business Development”. 

Membership Types

  1. Overdrive Membership

Includes:

  1. Monthly training on 7 topics of Personal Finance including but not limited to Investing in the Jamaican Stock Market, Real Estate Acquisition, Offshore Banking and more;
  2. Monthly one-on-one personal financial coaching with Anna;
  3. Monthly group coaching session (session on personal or business development);
  4. Book Club Access;
  5. Access to training by industry leaders

Investment: 2 payments of J $30,625 (1 instalment as a deposit and the other due 3 months after the program has started)

     2. Basic Membership

  1. Monthly training on 7 topics of Personal Finance including but not limited to Investing in the Jamaican Stock Market, Real Estate Acquisition, Offshore Banking and more;
  2. Monthly group coaching session (on topic of personal finance);
  3. Book Club Access;
  4. Access to training by industry leaders.

Disclaimer: This membership type does not include monthly 1:1 coaching with Anna. This membership type only includes group coaching.

Investment: 2 payments of J $15,315 (1 instalment as a deposit and the other due 3 months after the program has started)

Discovery Call

If you would like Anna to help you flesh out an idea or if you’d like to get Anna’s detailed opinion on a topic of your choice, this option is for you. This is where you can pick her brain and ask her questions to help you gain clarity on one area of your choice. Note – this area does not have to be finance-related.

This session runs for 20 minutes. To gain the most from this session, it would be great to come prepared with your questions.

Note – if you have mostly finance-related questions, it would be best to book a coaching session instead of a Discovery Call as Discovery Calls are merely question-and-answer sessions. They are not coaching sessions.

Investment: US 30 per 20-min session

Private Virtual Coaching

If you are strapped for time on a monthly basis and are not interested in the group educational component of The Money Société, the private coaching option is for you. Clients who choose this option tend to be entrepreneurs who are interested in high-performance coaching.

The option includes:

  1. Private lessons of the topics of “Millionaire Mindset”, “Insurance”, “Investing in the Jamaican Stock Market” and “Real Estate Acquisition in Jamaica”;
  2. An assessment of your current portfolio (and business, if applicable);
  3. Identification of gaps/weakness in your portfolio (and business, if applicable);
  4. Clarification of your goals and assignment of targets to remedy gaps;
  5. Monthly coaching of 45 minutes each month to achieve these goals;
  6. This program runs for a minimum of three (3) months and never involves any group settings.

Note – You must be employed to take advantage of this option.

Investment: US $350 for 3 months of coaching

Upon successfully booking this service, you will be contacted to arrange mutually convenient dates for coaching.

Private In-Person Coaching

The private in-person coaching option is usually exercised by:

  1. Entrepreneurs (both full time entrepreneurs and part-time entrepreneurs) who are interested in high-performance coaching for both their business and personal portfolio and they need the bulk of the coaching to be delivered in two sessions;
  2. Entrepreneurs whose businesses are consistently failing to meet targets (including revenue targets); or
  3. Sales agents (usually life insurance agents) who are interested in growing their client base and increasing commission.

We meet in-person for 3 hours for each session where detailed strategies (marketing and sales) are developed by Anna for the client’s business/client base, along with strategies for the client’s personal portfolio.

In addition to the above, this package also includes:

  1. Private lessons of the topics of “Millionaire Mindset”, “Insurance”, “Investing in the Jamaican Stock Market” and “Real Estate Acquisition in Jamaica”;
  2. An assessment of client’s current personal and business portfolio;
  3. Diagnosis of gaps/weaknesses in portfolios;
  4. Clarification of goals and assignment of targets to achieve these goals.

Disclaimer:

  1. Coaching under this option is done only in-person;
  2. You should be able to meet in Kingston, Jamaica;
  3. Each month the session runs for 3 hours and lunch is included.

Investment: US 670 for two months of coaching (a total of 6 hours across two months)

Upon successfully booking this service, you will be contacted to arrange mutually convenient dates for coaching.

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