Starting financial coaching can be overwhelming.  And in order to help the process make sense, I’d like you to understand the process entails and what will be expected from you.

Get to Know You Call:

What to Expect:

The free Get to Know You Call is a time for you to get a feel for me and the process. During this 30 minute session we will talk about your needs, goals, and any roadblocks you are currently facing. Also, this session will allow you to understand the process and commit to improving your financial situation.

You Should Bring:

When you come to your free consultation, you should bring your worries and financial concerns. Additionally, if you have a burning financial question, come ready to ask it. I would also like you to come with some targets or goals that you’d like to achieve to feel like coaching is a success!

Jump Start Financial Coaching Appointments

What to Expect:

The Jump Start Financial Coaching sessions are built to help you tackle financial issues you are facing and find solutions.  These sessions are primarily driven by specific questions you have and issues you are dealing with.  

You Should Bring:

When you come to your coaching appointments you should bring any financial information that we will need to address the issues you want to discuss.  This may include budgets or expense trackers we have generated, online account logins, receipts and any homework from previous sessions.

Money Mindset Coaching 1 Hour Appointments

What to Expect:

Each of our monthly money mindset calls will focus on moving you from where you are to where you want to be financially. We will create goals for our time together, break them into steps, and work on strategies to reach these steps. If you are running into any issues, we will troubleshoot these and find solutions.  We will also celebrate the wins.

You Should Bring:

When you come to your coaching appointments you should bring any financial information that we will need to develop or measure progress on your goals.  This may include budgets or expense trackers we have generated, online account logins, receipts and any homework from previous sessions.

Money Mindset Coaching 15-Minute Check-ins

What to Expect:

These weekly check-ins are calls that will take place in between your Money Mindset calls.  During these calls we will see how things are going and if you are making progress towards your goals.  We will also be able to troubleshoot issues as they come up to help you achieve better success!

You Should Bring:

These calls are only 15-minutes long so you should bring any pressing issues or questions.  Also, if there is a part of the process we discussed on our last Money Mindset call that isn’t working you should let me know so we can make adjustments.

Please Note: Both the free consultation and financial coaching appointments will be held over the phone or via a video chat service (Zoom, Skype, Google Meets, FaceTime).

If you are ready to book your free Get to Know You Call, click here.

For additional information about pricing, click here.