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.
For Individuals
Individual sessions are customized to meet your personal needs and financial goals. Each session is 1-hour long and costs $85.
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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.
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*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
Couple sessions are customized to meet your family's needs and financial goals. Each session is 1-hour long and costs $125.
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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.
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*Topics for selection include: Improving Your Communication Style as a Couple, 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.
ADDITIONAL PACKAGES
I need more sessions and more topics...
I get it, you need just a little more support! That's why my 5-session package is the best option for you. After booking (and completing) your initial private session with me, you're then eligible to book my 5-session package. Additional topics for selection include:
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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.
