Services

Free Consultation Meeting

If you are interested in learning more about what you can benefit from financial coaching, please schedule a free consultation meeting with me. During our conversation I'll get a better understanding of your unique situation and whether or not financial coaching would be a good fit for you. If coaching seems like it would be something that are ready for and can benefit from, this is when I will talk to you about what financial coaching would look like.

Financial Coaching Sessions

Following a free consultation meeting, you can sign up for financial coaching sessions. After the initial consultation, I will personally provide you the link to schedule your financial coaching sessions.

Depending on your situation, we will talk about whether or not one or two sessions per month would best help achieve your goals. In the meantime, here is information so that you can consider what you'd like to commit to.

Session Packages Available:

  • One Single-Hour Session

      • Most often I recommend this kind of session to help with those who need a "tune-up," are on track, and just need a brief but detailed hour to review where they've been, and refocus on where they're going.

  • 3 Single-Hour Sessions

      • This time frame would allow me to give more guidance to those who need more help with cleaning up the "numbers" aspect of their finances, and gives us time to practice implementing the new habits I'll teach.

  • 6 Single-Hour Sessions

      • This package would maximize the time we have to really make great progress towards setting you up towards your goals. We would really be able to dive deeper into the roots of positive habit changes to help you change the course of your financial path.

Have you worked with my coaching sessions before? Are you doing well yet wondering if you could still benefit from more coaching sessions?

If this sounds like your situation, welcome back! I'd love to continue meeting with you on an annual or semiannual basis. Email me to find out more about this offer. I am excited to hear about the continued progress you have made since our last meeting!