The first step in our coaching process is a two-hour session focused on you, your goals, and making a plan for how to get there. For many people, this is all they'll need. Priced at $350.
You will leave with a step-by-step plan tailored to your exact financial situation.
Having a plan relieves the stress around money. There's peace in knowing you are in control of your finances.
Seeking additional skill development, accountability and feedback to reach your goals? We've got your back!
No payment is due up-front, just pay as you go.
Follow-up sessions are billed at $170/session.
Upon completing your foundation session, we'll meet three more times to avoid procrastination, boost motivation, and ensure commitment to achieving your financial goals.
Motivated to make massive changes, achieve large savings goals, or need additional skill development, accountability and feedback to reach your goals? Working independently can be a challenge, over five sessions, I'll be with you every step of the way to make sure we overcome.
Over the past 20+ years, I've helped people work through all sorts of challenges from bookkeeping & accounting to taxes and beyond. Let's create a coaching plan that's right for you.
When I lost everything financially in my 30s, it motivated me to start my 20+ year career in finance. Later, I became a financial coach because I saw so many people suffering from the stress, anxiety and guilt that surrounds a lack of understanding of money. The same feelings I felt when I went bankrupt. Whether you have income and goals big or small, are under lots of stress, or just excited about the future, we will work together to reach your goals!