Our services
In person or online sessions to talk through your finances and create a plan and budget customized to you.
Intro Meeting - 15min (Free)
Quick online phone call or meeting to go over if Financial Coaching is a good fit for you!
Financial Coaching Session - 1-2 Hours
In this session, I will take a deep dive into your finances, learning about your situation and develop a strategy that will set you up for success.
Follow Up Session - 30 Min to 1 Hour
A quarterly meeting to see how far you've come in your financial journey, and change the financial plan based on various new anomalies in your life.