Services

Monthly Budget/Spending Plan ... $75

With this option you will receive an individualized budget created specifically for your financial situation. This service includes an analysis of your current income and expenses and a detailed budget to get you started on taking control of your finances. This service also include a call with me to go over the budget and answer any questions you may have.

Discovery Coaching Session ... $250

A 2 hour coaching session to gain clarity around your current financial situation and to identify your goals for changing your situation. During this time, we will identify current financial problems or needs and solutions to those problems. We will also identify action steps you will take to achieve those goals. To get started with this service, schedule an introductory call to begin the process.

Financial Coaching Program

The coaching program is designed to offer you more in-depth support to help you transform your relationship with money and your money habits. During these coaching sessions, we will explore your current money habits, the changes you want to make and a plan to make those changes. These sessions will also incorporate financial education and increase your sense of control over your money and also get you well on your way to reaching your definition of Financial Freedom. The program is customized based upon individual needs and looks different for each person. Some of the topics covered in the coaching program include:

 Budgeting/Cash Flow/Spending

Debt reduction

Increasing liquid cash savings

Saving for minor or major expenses

Reducing expenses

Identifying additional sources of income

Changing your money mindset

Understanding different financial areas (ie. investment, retirement, wealth building)

Four Month Program

This package includes 8 weekly coaching sessions and 4 biweekly coaching sessions.

The coaching program also includes email access to me in between sessions to ask questions or address issues that arise.

What To Expect Next…

The first step in the process is to schedule a 20 min Introductory phone call.

This phone call will give us the chance to ensure we are a good fit for each other and begin understanding your financial needs and reasons for seeking services. This will also be a time when you can ask any questions you have about our services.

Once we have decided to work together, we will schedule your Discovery Session and you will receive all of the paperwork necessary to prepare for that session.