✨ 90-Day Guided Financial Coaching Experience
Reset Your Finances.
Rebuild Your Future.
Take control of your finances
with a personalized Financial
Snapshot, Spending Leak Audit,
Debt Elimination Strategy, and
action plan designed to help
you build lasting financial
confidence.
Trusted by Clients Working Toward:
✔ Financial Stability
✔ Debt Elimination
✔ Smarter Spending
✔ Long-Term Wealth Building
THE PROBLEM
You make money… but somehow it still disappears.
The issue is not always how much you make. Sometimes it is the lack of a clear system,
hidden spending leaks, and no real plan for where your money should go.
💸Spending Leaks
Small purchases, subscriptions, eating out, and impulse spending quietly drain your income every month.
💳 Debt Stress
Minimum payments keep you stuck, and without a payoff strategy, debt can feel like it never moves.
😩Financial Overwhelm
You know something needs to change, but you do not know where to start or what to fix first.
You don't need to earn more money first. You need a better financial system.
That's exactly what the Financial Reset Experience provides.
WHAT’S INCLUDED
Inside Your Financial Reset Experience
This is more than a budget. You’ll receive a personalized financial analysis,
clear action plan, and monthly progress reviews designed to help
you understand your money and move with confidence.
📊Financial Snapshot
A clear overview of your income, expenses, debt, savings, and current financial position.
💸Spending Leak Audit
We identify where money is quietly leaving your account so you can redirect it with purpose.
🧾Budget Reset
A realistic money plan built around your income, bills, goals, and lifestyle.
💳Debt Elimination Strategy
A clear payoff plan that helps you know which debts to prioritize and how to make progress.
📈Personalized Dashboard
A customized dashboard to track savings, spending, debt progress, and monthly financial wins.
🔄Monthly Progress Reviews
You’ll upload updated documents every 30 days so we can review progress and adjust your plan.
Every piece is designed to give you clarity, structure, and a realistic plan you can actually follow.
THE PROCESS
A Simple Process. A Clear Financial Direction.
We've designed the Financial Reset Experience to remove the guesswork.
You'll know exactly where your money is going, what to do next, and how to measure your progress.
①
Join the Program
Enroll in the Financial Reset Experience and complete your secure onboarding.
②
We Build Your Financial Strategy
We review your financial documents, identify spending leaks, and build your personalized strategy.
③
Follow Your Plan
Implement your custom action plan with confidence and monthly accountability.
④
Track Your Progress
Upload updated documents every 30 days so we can measure your progress and make strategic adjustments.
Small consistent changes create lasting financial transformation.
MEET YOUR COACH
Helping You Build Financial Confidence—One Decision at a Time.
Many people aren't struggling because they don't earn enough, they're struggling because no one ever taught them how to manage money with intention. I created the Financial Reset Experience to give you the clarity, strategy, and accountability needed to take control of your finances. Together, we'll identify what's holding you back, create a personalized action plan, and help you build lasting financial confidence.
✓ Financial Reset Strategy
✓ Credit & Budget Education
✓ Personalized Client Dashboards
✓ Monthly Accountability Reviews
— Brandy Lofton,
Founder of CapitalB Financial Services
CLIENT TRANSFORMATIONS
Imagine Where You Could Be 90 Days From Now
Every financial journey is different, but the goal is the same:
greater clarity, less financial stress, and more confidence in your decisions.
The Financial Reset Experience is designed to help you build habits
and systems that support long-term financial progress.
📉 Before
Feeling overwhelmed by bills and unsure where your money is going.
📊 During
Following a personalized financial strategy with monthly accountability and measurable progress.
📈 After
Making confident financial decisions with a clear plan, stronger habits, and greater peace of mind.
Real financial change starts with one intentional decision.
INVESTMENT
Start Your Financial Reset Today
Choose the payment option that works best for you
and begin your 90-day Financial Reset Experience.
Pay in Full
$197
One-time launch investment
✓ Financial Snapshot
✓ Spending Leak Audit
✓ Budget Reset
✓ Debt Elimination Strategy
✓ Personalized Dashboard
✓ Monthly Progress Reviews
Payment Plan
2 Payments of
$111
Flexible payment option
✓ Same full Financial Reset Experience
✓ Two easy payments
✓ Secure onboarding
✓ Monthly progress reviews
✓ Personalized action plan
✓ Client dashboard access
Your financial reset begins with one decision.
Secure Checkout • Instant Access to Onboarding • Cancel Anytime Before Analysis Begins
FREQUENTLY ASKED QUESTIONS
Everything You Need to Know
Before You Get Started
We want you to feel confident before starting your Financial Reset Experience.
Here are answers to the questions we receive most often.
How long is the Financial Reset Program?
The program is designed as a 90-day guided financial coaching experience. You'll receive your personalized financial strategy and complete two monthly progress reviews to help keep you on track.
When will I have my first coaching session?
Your Results Session is scheduled after your payment is complete, all required documents have been submitted, and your financial analysis has been completed. This ensures we spend our time reviewing your personalized strategy and not gathering information.
What documents do I need?
*You'll upload:
*Last 30 days of bank statements
*Recent pay stubs
*Monthly bills
*Debt information
*Financial intake questionnaire
Will I receive a personalized plan?
Yes. Every client receives a customized Financial Snapshot, Spending Leak Audit, Budget Reset, Debt Elimination Strategy, Action Plan, and Personal Dashboard tailored to their financial situation.
Is this credit repair?
No. The Financial Reset Experience focuses on budgeting, cash flow, debt reduction, savings, and financial organization. While it may support healthier financial habits that can positively affect your overall financial profile, it is not a credit repair service.
Can I pay over time?
Yes. During the launch period, you can choose either:
One payment of $197, or
Two payments of $111.
IS THIS PROGRAM RIGHT FOR YOU?
This Program
Is Perfect If You...
✔ Make good money but still feel like it disappears
✔ Want to stop living paycheck to paycheck
✔ Need a realistic debt payoff strategy
✔ Want someone to review your finances with you
✔ Need accountability to stay consistent
✔ Are ready to finally understand your money
This Program
Is NOT For You If...
✘ You're looking for a quick fix
✘ You're unwilling to review your spending habits
✘ You don't plan to complete the action steps
✘ You're looking for credit repair instead of financial coaching
YOUR FINANCIAL RESET STARTS TODAY
The Best Time to Take Control
of Your Money Was Yesterday.
The Next Best Time Is Today.
Every month you wait is another month of unnecessary
financial stress, missed savings opportunities,
and uncertainty about where your money is going.
The Financial Reset Experience gives you the clarity, strategy,
and accountability to finally build a financial system that works.
✓ Secure Checkout
✓ Instant Onboarding
✓ Personalized Financial Strategy
© 2026 CapitalB Financial Services
Privacy Policy
Terms & Conditions
Refund Policy
Disclaimer