Seize Financial Freedom
Empowering education and proactive coaching for mid-level professionals.
Shift from financial uncertainties to a debt-free stability, shaped to align with your long-term visions.
Seize Financial FreedomSub-Headline
Empowering education and proactive coaching for mid-level professionals.
Shift from financial uncertainties to a debt-free stability, shaped to align with your long-term visions.
About Maria Dungo
I'm Maria Dungo, a dedicated life coach guiding mid-level professionals to achieve financial stability and a debt-free future. With over ten years of experience, I combine my expertise in healthcare as a Board Certified Nurse Practitioner with my financial skills to offer a holistic approach to financial well-being. My methods help clients integrate health and wealth strategies, ensuring they are equipped for today and prosperous tomorrow. Committed to each client's success, I transform financial goals into achievable realities.
MODULE ONE
Foundation of Financial Freedom
OUTCOME
Solid understanding of financial basics.
DESCRIPTION
Kick off your financial journey by building a robust foundation in financial literacy. Explore essential concepts like budgeting, saving, and understanding credit scores, empowering you to make informed financial decisions.
MODULE TWO
Strategic Budgeting
OUTCOME
A practical and personalized budget plan.
DESCRIPTION
Develop a budget that synchronizes with your personal and professional ambitions, learning to manage money efficiently. This step guides you to financially prioritize what matters most to you.
MODULE THREE
Debt Management
OUTCOME
Clear strategy for debt reduction.
DESCRIPTION
Implement effective strategies to manage and reduce debt. Grasp the principles of debt snowball and avalanche methods, setting you on a path to a debt-free life.
MODULE FOUR
Saving Smart
OUTCOME
Established consistent saving habits.
DESCRIPTION
Learn how to prioritize saving through innovative tools and behaviors that promote financial security. This module helps you turn saving into a habitual part of your financial routine.
MODULE FIVE
Investment Essentials
OUTCOME
Basic knowledge of various investment options.
DESCRIPTION
Demystify the world of investments by exploring different types starting safely. Understand the basics to make confident investment decisions with your hard-earned money.
MODULE SIX
Advanced Investment Strategies
OUTCOME
An investment plan that fits risk tolerance.
DESCRIPTION
Move beyond investment basics and create a diversified portfolio tailored to match your risk tolerance. This module equips you with the skills to enhance your investment strategy effectively.
MODULE SEVEN
Credit Score Optimization
OUTCOME
Improved understanding and improvement plans for credit scores.
DESCRIPTION
Learn how credit scores impact your financial health and discover targeted strategies to improve and maintain your score effectively, boosting your financial opportunities.
MODULE EIGHT
Insurance and Risk Management
OUTCOME
Comprehensive understanding of personal risk management.
DESCRIPTION
Understand the critical aspects of various types of insurance and evaluate your needs for comprehensive risk management. By the end of this module, you’ll know how to safeguard your financial future from unexpected events.
MODULE NINE
Retirement Planning
OUTCOME
A robust retirement plan.
DESCRIPTION
Outline the necessary steps for effective retirement planning. Calculate your required savings and explore the best accounts to secure a comfortable future, ensuring peace of mind in your later years.
MODULE TEN
Tax Optimization
OUTCOME
Knowledge of optimizing tax liabilities.
DESCRIPTION
Learn strategies to minimize your tax liabilities and maximize potential deductions. This module prepares you to keep more of your income by understanding tax-efficient planning methods.
MODULE ELEVEN
Legacy and Estate Planning
OUTCOME
Initial estate planning documents and understanding.
DESCRIPTION
Start securing your legacy by understanding and initiating the estate planning process, ensuring your legacies are protected and your intentions are clearly communicated and documented.
MODULE TWELVE
Achieving Long-Term Financial Goals
OUTCOME
Clear, actionable steps for achieving long-term goals.
DESCRIPTION
Set clear, attainable financial goals with a strategic plan, marking milestones and expected challenges. This final module helps you visualize and pursue your long-term aspirations with confidence.
Who is it for?
- Mid-level professionals between late 20's and early 60's.
- Looking to achieve stable financial footing and strive towards a debt-free future.
- Seeking to align long-term goals with tactical financial decisions.
Who is it not for?
- Not within the age range of late 20's to early 60's.
- Already financially secure and debt-free.
- Unwilling to make changes to current financial habits or behaviors.
Seize Financial Freedom
Empowering education and proactive coaching for mid-level professionals.
Shift from financial uncertainties to a debt-free stability, shaped to align with your long-term visions.
Seize Financial Freedom
Empowering education and proactive coaching for mid-level professionals.
Shift from financial uncertainties to a debt-free stability, shaped to align with your long-term visions.
