Finally Take Control of Your Finances in 2025
The 2025
Financial Fitness Challenge
Get the Financial Coaching and Plan you need for a healthier bank account in 2025
Struggling to Feel Financially Secure
You've Made Some Money, But Where Is It?
Life is expensive—housing costs, lingering student loans, credit card debt, and everyday expenses leave you wondering how you’ll ever get ahead. Look, you’re earning a decent income but still struggling to get ahead. And achieving financial goals like homeownership, saving for retirement, or even just a decent vacation feels like a far-off dream.
Introducing
The 2025 Financial Fitness Challenge
Over the first 3 months of 2025, you'll work with a licensed Financial Haus Advisor to:
- Organize your finances, from income and expenses to savings and investments.
- Define clear goals for your future.
- Leverage financial tools to track everything, all in one place.
Think of Us Like Personal Trainers for your Money
Start the year off right
Your Financial Fitness Check-Up for 2025
Everyone's financial situation is different. So we don't have a one-size-fits-all approach. Instead, we sit down and get to know you, your situation, your goals, and what keeps you up at night. It's not 'Life Coaching,' but it can sometimes feel that way.
Organize Your Finances
In two one-on-one sessions with a Financial Haus Advisor, you’ll gain clarity on your cash flow, monthly expenses, discretionary spending, and current savings/investments.
Set Your Goals
Collaborate with your advisor to define realistic and actionable financial goals based on your unique situation.
Access the Right Tools
Use AdviceWorks to consolidate all your accounts, track progress, store important documents, and work closely with your advisor—all in one easy-to-use platform.
Ditch the Generic Advice and Get Financial Coaching that's Designed for You.
As San Diego’s leading financial coaches for Millennials and Gen-Z, we offer a fresh approach that combines expert financial planning, debt management, and accountability— all designed to fit your life today and secure your future.
Join The Challenge
Take charge of your finances and start the year off right. This New Year Financial Challenge will help you understand how much money you have, where it needs to go, and ways you can reach your financial goals.
One time payment
$299
normally $600
The 2025 Financial Fitness Challenge
Take the next 3-months and get a grip on your money.
Two personalized, one-on-one sessions with a licensed Financial Haus Advisor
Access to the AdviceWorks financial platform for organization and goal tracking
A detailed breakdown of your household cash flow—what’s coming in and what’s going out
A high-level assessment of your financial goals
GET STARTED NOW
What Our Clients Are Saying
Check out some of these client testimonials left on our Google page. And join this growing community of people who are now in control of their finances.
“My husband and I have been working with Kenza and Andrew over the past year! We love the level of care and education we receive during our quarterly meetings. We finally feel on track and have a better understanding of our financial goals. Very happy!!!!”
Sara F.
“Financial Haus has helped me manage my money for the last couple of years. I’ve gone through many different seasons of life in that timeframe and my finances have fluctuated with those changes, but I’ve been able to stay secure with where I stood financially because of the team at Financial Haus! One of the biggest accomplishments was being able to purchase a home 🙂 I always recommend this team to all my friends and family in the area.”
Christina O.
“Working with Financial Haus has truly been been something I’m forever grateful for. For me, the whole world of finance is overwhelming, but Financial Haus has made the process simple and stress-free. Through a plan, my advisor and I put together, I was able to buy my first home—something I couldn’t have done, or even thought was possible, without their support, and I always feel confident that Financial Haus has my best interests at heart.”
Taylor H.
"I have been with Andrew for over 5 years and he has enabled me to grow finically and intellectually. He’s always been available for me when I needed help or had questions and is the reason I can sleep well being more than well off with my financials!"
Megan J.
“Financial Haus has changed my relationship with my finances. They’ve truly been like a personal trainer for me with my money and have helped me gain knowledge and comfort in my financial decision making.”
Emilie C.
“Working with Financial Haus has been an absolute game-changer for me! I’ve not only gained clarity on my financial goals, but have also accomplished so many tasks that were sitting on my to-do list for ages. They made the process easy to understand and empowering. Thanks to Kenza's guidance, I can confidently say I’m in a much better place financially. Highly recommend!”
Sierra H.
Start Your Financial Coaching Application
We begin by asking you some background info about your current financial situation. Your Financial Haus advisor will review your answers and come prepared to discuss them during your free strategy session.
Don't Waste Another Year Hiding From Your Finances
The truth is this.... the sooner you take control of your finances and learn how to make money work for you, the better off you're going to be in the future.
Act Now because this special offer ends the end of February, 2025.
Start now
