How My Financial Coaching Process Works

STEP ONE: SCHEDULE YOUR DISCOVERY CALL

During this free 30-minute call, we will discuss what is going on with your money right now. We’ll talk about what’s going well and what changes you would like to make. Then we can decide if we are a good fit.

STEP TWO: BOOK YOUR GET STARTED! SESSION

All clients start with our Get Started! Session. This is a private, two-hour, one-on-one financial coaching session. Cost: $397. I will send you a detailed questionnaire and a financial worksheet to complete at least 72 hours before our meeting. This lets us make the most of our time together! You choose one to three areas to focus on since our time is limited.

STEP THREE: WHAT HAPPENS DURING THE SESSION

During our two hours together, we review your numbers and focus on one to three areas to help you take the next steps toward your goals. I will meet you where you are and treat you with respect, without judgment. I will ask questions to clarify your numbers. We will discuss how you feel about any changes I suggest. You are in control! I will make suggestions, and you will decide on the action steps you believe will work best for you.

STEP FOUR: WHAT YOU WILL RECEIVE AFTER THE SESSION

I will send you the finalized spending plan (aka budget) we worked on during our meeting. Based on the information you provided, you will have a clear picture of where you stand financially and action steps to move closer to where you want to be. You can use the spending plan to move forward on your own or choose a follow-up coaching package.