Financial bootcamp

The journey through our Financial Bootcamps is one of empowerment and education, setting you and your family on a path to financial resilience and success.

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Financial Bootcamps: Tailored Plans for your life events

In our Financial Bootcamps, you’ll embark on a transformative journey tailored to prepare you for significant life events that impact your finances. These personalized, intensive sessions are designed to equip you with the knowledge, strategies, and confidence needed to navigate the financial aspects of major milestones such as marriage, divorce, having children, or entering retirement. Over the course of these bootcamps, you’ll delve deep into financial planning, budgeting, and management techniques that are critical for adapting to and thriving in these new chapters of your life.

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Achieve exceptional results
with a Financial coach!

In our Financial Bootcamps, hosted in-person in Phoenix, AZ, or virtually, you’ll step into a purpose-driven, intensive learning environment crafted to prepare you for the financial aspects of major life events. These sessions are highly personalized, focusing on equipping you with the necessary tools, strategies, and confidence to navigate changes brought on by milestones such as marriage, having children, divorce, or retirement. It’s a proactive approach to understanding and managing your finances, where practical skills are emphasized over theoretical knowledge.

Each bootcamp is specifically designed to address the unique financial situations and goals of its participants. Whether it’s adjusting to a new financial reality post-divorce, planning for retirement, setting the groundwork for marital financial unity, or preparing a budget for a new addition to the family, our Financial Bootcamps offer detailed, action-oriented guidance. Under the leadership of our experienced financial coach, Caroline Kelly of Phoenix, AZ, you’ll delve into crucial financial planning areas, receiving tailored advice and an actionable plan for your finances.

Why Financial Bootcamp?

Focused Learning

Dive deep into the essentials for your specific financial life change

Concise & Timely

Receive tailored advice for your life event over a few sessions

Actionable Plan

Create an actionable plan with an expert for your financial change

Andy A.
February 12, 2024

I cannot speak highly enough of Fit Financial Coaching LLC. Not only were they quick to respond and work with my schedule, they listened attentively and helped me break down my finances in a way that made sense. Finances tended to be a big scary nebulous cloud that I didn't even want to confront, and they helped me break it down into something that I can work with

Andrew L.
February 7, 2024

Delightfully relatable, and helpfull. Great reccomendations.  

Lynda D.
January 23, 2024

Caroline is a wonderful advisor. She really listens to you, asks a lot of questions, and really gets to know your situation in a very personal way. She also has you be an active participant in your planning, working with you to achieve your goals. I am looking forward to continuing our relationship as we work to help my elderly parents have a successful life in assisted living. Thank you! 🙂

Sam K.
January 18, 2024

My introductory call with Caroline helped me understand the differences between financial coaching (what she offers), and financial advisory services (what she referred me to during our call). Caroline listened well, and patiently discussed a wide variety of topics related to retirement, charitable giving. Although I didn’t need her services immediately, I found that she takes genuine interest in learning about her clients’ needs and offers the right advice, referrals, or perspectives. I recommend her!

Rona R.
November 1, 2023

I reached out to Caroline after needing more insight with my finances and someone to hold me accountable. Caroline helped me figure out a budget for myself and a plan to pay off debt.

I’m excited for the next few months to see my financial responsibility grow and my debt become non-existent.

John D.
September 2, 2023

I only met via phone with Caroline. In the 90 minute conversation with her, she opened my eyes to so many strategies, how to start, and what direction to go. In one meeting she made the weight of the world lift off my mind! I’m so excited to continue working with her and my goals. I will definitely write another updated review in 6 months to explain my updates!

Leila B.
September 2, 2023

Glad to be working with you! You make a difference.  

Daniel S.
August 5, 2023

A+

Beth R.
July 20, 2023

I reached out to Caroline because we didn't know what else to do about our financial situation. Having Caroline as a coach/cheerleader/marriage counselor lol is great to have on your side. Without her my husband and I would not be on the same page. He doesn't always listen so I needed a third party. She was quick to respond and guided us on how to begin our financial journey. She made sure this was a real eye opener for us. She helped us understand each other better and why we were spending the way we did. We do not like seeing red numbers, so only positive numbers in our future. It is not easy but with future goals, determination and having an accountability partner you can rely on, you will get through it. I highly recommend Caroline, she is truly the best!

Kay A.
July 8, 2023

Great experience working with Coach Caroline! She’s very experienced and knowledgeable in this field. She listens, very patient and will give practical advice. I am very comfortable talking to her even the first day. She builds great connection with her clients including me. She’s a great coach and i highly highly recommend her to those who are seeking financial advice!

Hannah G.
October 19, 2022

Coach Caroline is very supportive and insightful. She's made our seemingly huge burden feel easier to bear and like it might actually be manageable. Caroline is very open minded and willing to work with you right where you're at. She helped explain things that were confusing us, and assuaged our anxieties. I would highly recommend her. And the app she uses is very intuitive, and even though the free version is pretty good, the paid version is so worth it.

Vanessa M.
October 17, 2022

She went above and beyond my expectations and I look forward to working with her !  

Paul E.
October 14, 2022

Caroline’s abilities and experience will bring you value that reaches far beyond an accountant’s value proposition. She is a life coach credentialed with empathy, transparency, and authenticity. Her expert advice is communicated from own her own life experience, adding a quality of relatable trust and wisdom to professional council. You will find the strength of friendship in Caroline; community and kindness. She is excellent at this.

Laurie S.
February 28, 2022

Caroline’s coaching brought so much financial freedom to me. I could be totally transparent with my wants , needs, and spending. She brought wisdom, encouragement without judging me when I didn’t stick to my budget. With this type of coaching I would get right back on track and achieve my financial goals.

April S.
February 12, 2022

I attempted the Dave Ramsey plan by myself for 2 years, then decided to try a financial coach. I have never related to another person so much. I have worked with Caroline for almost 2 years now and she is a staple in my life and debt free journey. Having a financial coach for your financial journey is like hiring a personal trainer for fitness goals.

Pike L.
February 9, 2022

Caroline was attentive and helped me realize the root of my problem, and then offered support in solving it.

Christine M.
October 26, 2021

She provides great direction and excellent ideas to help me through my debt free journey

Bryan J.
October 25, 2021

She's is amazing!

Frequently Asked Questions

Have questions on our Financial Bootcamps? Read some of our most commonly asked questions to get a better understanding of how our services are designed to help you and your family escape the burdens of financial strain and debt.

Financial Bootcamps are intensive, short-term programs designed to equip participants with the knowledge, strategies, and confidence to navigate significant financial events and transitions in their lives. These bootcamps cover a range of topics, including budgeting, saving, investing, and debt management, tailored to prepare individuals for specific life changes such as marriage, having children, divorce, or retirement. Led by experienced financial coaches, these sessions provide a concentrated dose of financial education and practical advice in a group setting, fostering an environment of mutual support and shared growth.

Financial Bootcamps are ideal for anyone facing or planning for a significant life event that will impact their financial situation. Whether you are getting married, planning to start a family, approaching retirement, or going through a divorce, these bootcamps offer tailored advice and strategies to help you manage your finances effectively during these transitions. They are suitable for individuals at any stage of financial knowledge, from beginners looking to build a solid foundation to more experienced participants seeking to refine their skills for specific situations.

By the end of the Financial Foundations & Accountability Coaching program, you can expect to have a clear understanding of your financial situation, a personalized financial plan, and the skills to manage your money effectively. You’ll learn how to budget, save, and reduce debt, all while building healthy financial habits that will support your long-term financial goals. Additionally, the accountability aspect of the program ensures that you stay on track, making consistent progress towards achieving financial stability and independence.

The some of the life events which there is a Financial Bootcamp available for include, but are not limited to:

  • Marriage
  • Divorce
  • Having children
  • Retirement
  • Graduation (both high school and college)
  • Home ownership
  • And more!

If you have a life event which you are seeking a Financial Bootcamp for that is not listed above, please contact us to inquire!

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Take the Leap With
Fit Financial Coaching

Are you ready to transform your financial situation and achieve your dreams? Opt for a Financial Bootcamp package offered by Fit Financial Coaching, located in Phoenix, AZ, to prepare you for your financial life change.

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