30-minute Q&A Call

Complimentary

Schedule this complimentary 30-minute call if you have questions about coaching and getting started with a Money Strategy Session.

I’ll help you decide if financial coaching is right for you and answer your questions. No charge, it's simple, and you have nothing to lose, but a lot to gain!

Money Strategy Session

$247, 2-hour Session

This session is right for you if...

• you want to spend less time stressed and overwhelmed by day to day finances

• you want to feel smart with money so you can confidently make decisions

• debt or lack of savings is holding you back from what matters most (more time with your family, money for the kids, paying off debt, saving, and giving)

• you want to clearly see where money is going so you are in control

• you want to get back on track with money but don’t know where to start

• you’ve tried budgeting and it just hasn’t worked

*If married or engaged, both partners are encouraged to meet.

What you’ll get:

• a detailed picture of your financial situation, so you’ll have a clear understanding of where you are, where you want to go, and how to get there

• a personalized plan with concrete steps, so you can confidently move forward

• strategies for spending and saving that align with your goals and values, so you can make changes in a way that feels right

• On Track Call after a month to make sure you’re making progress, with invitation to ongoing coaching if needed , so you’ll have the support and accountability you need to reach your goals

*Your investment of $247 is due before session. Session is typically 1.5-2 hours.