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Financial Coaching
If you are ready to take the next step to reaching your financial goals, I'd love the opportunity to work with you one-on-one. There's no greater time than now to get financially clear and confident.
How it works?
Start with an introductory video call by selecting an individual or couples session below. After booking (and completing) your introductory session with me, you're then eligible to book my 3-sessions package.
For Individuals
Your introductory individual session is customized to meet your personal needs and financial goals. This session is 1-hour long and costs $85.
Step 1: Select a date and time for your session.
Step 2: Complete the financial questionnaire.
Step 3: Select ONE topic you wish to cover in depth.
Step 4: Submit your payment to reserve your session.
Step 5: Prepare for your private session.
*Topics for selection include:
Building an Emergency Fund, Creating Multiple Streams of Income, Debt Elimination Strategy, Credit Improvement Strategy, Investing in the Stock Market, Maximizing Your Retirement Account and Money Management/Budgeting.
For Couples
Your introductory couple session is customized to meet your family's needs and financial goals. This session is 1-hour long and costs $125.
Step 1: Select a date and time for your session.
Step 2: Complete the financial questionnaire.
Step 3: Select ONE topic you wish to cover in depth.
Step 4: Submit your payment to reserve your session.
Step 5: Prepare for your private session.
*Topics for selection include: Improving Your Communication Style, Building an Emergency Fund, Creating Multiple Streams of Income, Debt Elimination Strategy, Credit Improvement Strategy, Investing in the Stock Market, Maximizing Your Retirement Account and Money Management/Budgeting.
3-SESSIONS PACKAGE
I need more sessions and more topics...
I get it, you need just a little more support! That's why my 3-sessions package is the best option for you. After booking (and completing) your introductory video call with me, you're then eligible to book my 3-sessions package. Additional topics for this package includes:
College 529 Savings Plan, Initiating a 401K/IRA Rollover, Real Estate Investing, Investing in the Stock Market: Part II, Investing in Exchange Traded Funds (ETFs), Index Funds, REITs, Cryptocurrency and more.
