The coaching process
01
call for a free phone consultation
Discussing financial details can be intimidating, especially if you find managing bills or money stressful. During our first 30 minute phone meeting we will go over your concerns, goals and how I can help you achieve them.
02
gather your numbers
You will receive a 'homework' packet to complete. With financial numbers gathered and goals established we can be immediately productive when we meet.
03
book your appointment
When you are ready to get started with your your first coaching session, you will send in your completed paperwork and the fee for one, or a bundle of three, coaching sessions and we are ready to get to work!
04
start winning
With bills, income numbers, goals and other details at the ready, we can chart your road map to success, taking into account your personal goals and preferences.
We will create an individualized plan for you to pay off debt, create a budget, plan for college or retirement and achieve financial security.
