What To Expect
You will receive a FREE 45-minute initial consultation.
We’ll meet face-to-face, via video conference, or over the phone (whichever is most convenient for you). If you are a couple seeking financial coaching, both partners must be present for coaching sessions.
You will enter into a judgment-free zone where confidentiality is paramount.
We’ll get to know each other and chat about where you want to be in the future and what your dreams, both financial and personal, are.
We will discuss with you all of the critical areas that are necessary for financial freedom. That will include a personal budget, insurance check-up, estate planning, debt structure, investment check-up, and ways to allow your money to work for you.
We will create a clearly-defined, written plan for you that will be trackable and personalized.
The number of recommended coaching sessions will be dependent upon your individual financial situation and objectives. Please contact us to start this new journey.