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.