See What a Financial Plan Looks Like

Every client situation is unique. The sample plans below show the depth and detail of a DG Financial Coaching engagement — real numbers, real scenarios, real action steps.

Browse through and see if you recognize yourself in one of these stories. If you do, that is exactly the conversation we should be having.

Mike Smith is a 45-year-old California business owner navigating life after divorce with $48,000 in debt, no retirement savings, and a $1M revenue business that leaves him with $249 a month to spare. His plan shows how a draw increase and a disciplined debt payoff strategy transforms his financial picture in under 18 months.

Jennifer Jones is a 35-year-old marketing manager in a dual-income household earning $118,000 a year with nothing left at the end of the month. Her plan shows how $230 in monthly spending cuts and a 401(k) enrollment puts her family on a path to nearly $1,000,000 in retirement savings.

Ready to see what your plan looks like? Book a free discovery call today.