Do you wish you had a money expert you could talk to confidentially about an issue affecting your spending plan? You are not looking for deep financial coaching or to create a spending plan.
You want to laser focus on one topic!
No tax, insurance, or investing services are offered.
You will receive an email from me after booking asking for details so I can be prepared in advance.
There are no refunds, cancellations, or rescheduling due to the nature of this offer. Limit one session per client.
This time is for deep dive into your finances. You will leave with a spending plan we create together in one 2 hour session or 2 one hour sessions - your choice. You will be ready to move forward on your own or follow up with a financial coaching package.