Turn your financial worries into financial strength as we co-create your spending plan. Picture yourself after your session feeling hopeful and confident about your financial future. You have action steps and a plan to start your new financial journey!
Do any of these situations apply to you?
For the price of a dinner and a concert, I will provide professional and confidential financial coaching as we will create a spending plan which puts you in control of your money.
Are you ready to get started?
After you schedule and pay, I will send you a detailed questionnaire and a financial worksheet to complete before our meeting.
You will complete the questionnaire and the worksheet. Allow yourself about a week or so to complete the forms and then return them to me. The fee you pay includes the time I spend reviewing the information sent in advance of our meeting. This process allows us to make the best use of our time together!
We meet for either 2 one-hour sessions or 1 two-hour session. We will review your worksheet, discuss possible changes and fill in action steps to make.
You will have the finalized spending plan (aka budget) at the end of our meeting (or the second meeting in 2 one hour sessions).
You can choose to use the spending plan to move forward on your own or select a follow-up coaching package.
All communications are confidential. I have been in your shoes, and I know how hard it is to bare your financial soul! I am here to empower you and inspire you on your financial journey.
HOW DO YOU FEEL NOW COMPARED TO BEFORE YOUR GET STARTED! SESSION?
"Gained a great deal of knowledge regarding my own financial situation as well as implementing new practices to improve my finances." E.W.
"Clearer. More focused. Have a plan." A.N.
"More informed" D.K.
"More on track" T.L.