Let me guess. At the beginning of this year, you set all of these financial goals. You were going to finally pay off debt. Start investing. Get your spending under control. And now? You’ve made some progress, but you’re not where you want to be.
Don’t worry, I’ve been there. Making financial changes in your life is tough. That’s why having accountability and a coach to get you through can make all the difference. But what options are really out there for regular folks? Financial planners can cost a fortune. Not only that, most of them won’t look at you twice unless you have a certain amount of assets. It sucks.
The good news is there is a new financial initiative in town that can help: The Financial Gym.
What is The Financial Gym?
The Financial Gym is a brick and mortar gym based in New York City. The gym has financial trainers to help their clients get their finances in shape. It’s a brilliant idea and so amazing. I had the pleasure of helping plan the opening and being there to witness it in all its glory.
The Financial Gym is the brainchild of my good friend Shannon McLay. If you listen to Martinis and Your Money, where I’m a regular guest, you probably know her. She is fun, passionate, hilarious and hard working. She is a mom, a good friend, and a financial services veteran working hard to turn the financial industry on its head…and actually help people.
What the Financial Gym does
At the Financial Gym, financial trainers work with you one-on-one to help you create a financial roadmap. Shannon always talks about how saving for retirement is like planning a roadtrip. You know you want to go from New York to California, but how will you get there? What pit stops will be along the way? Shannon and The Financial Gym team can help you get there.
Their clients have seen positive results, too. In fact, 90 percent of their clients have reached their financial goals, and their clients’ assets improved 50 percent over the course of two years. They’ve paid down a bunch of debt and boosted their credit scores. Not only that, but their relationship with money has shifted from one of stress to one of empowerment.
How you can work with the Financial Gym
Though The Financial Gym is located in NYC and you can see their kick-ass space if you’re in the area, they also take clients over the phone or Skype. In other words, anyone can take advantage of their services.
Currently, as part of a March Madness promotion (so good for only a few more days!), they are offering a kickstarter package for 50 percent off the standard price. The typical price is already a steal at $250, but for the month of March, they are offering this package at $125.
This includes:
- Two sessions with a financial trainer
- A full financial plan
I will say that if you sign-up with my link, I will get a referral bonus. But let me assure you that I would not recommend this if I didn’t wholeheartedly believe in what they’re doing. You see, I’m a blogger and financial writer. I can give advice and suggestions, but I’m not a “professional” or an “expert”.
Shannon is a former financial advisor at Merrill Lynch and quit her job so she could work with people like you and me who don’t have a lot of assets, but who could use the help. She’s the real deal, and I’ve seen firsthand how she has impacted others.
If you’re ready for a little more accountability and assistance on your financial journey, then I recommend this as a great investment in your financial future.
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3 comments
Hahaha, this is a cute idea. Love the tie-in with New Year’s resolutions, which I’m sure 70% of us have conveniently forgotten about now. 🙂
Some people are self-directed. Some people need a taskmaster. We see this education and sports, should we be surprised then that it also happens in personal finance? Some people simply need a coach keep them moving forward. The Financial Gym is a wonderful idea. And, you’re right, the normal $250 fee is very reasonable. The $125 fee is a steal.
Sounds like a good deal for people looking to get drunk and get a financial plan at the same time. LOL. She is doing a good service for the people. I like it.