Financial Coaching

How It Works

Financial Coaching is a collaborative, educational process for individuals and couples looking to improve their financial well-being, establish good financial habits, and achieve financial goals. We meet for a 60-minute coaching session by Phone, FaceTime, Skype, Zoom, Google Meet, or FB Messenger Video.

Who It’s For

If you want to make real and positive changes to your current financial situation, get some answers to specific questions, or just have someone point you in the right direction, financial coaching may be right for you.

  • Do you have too much month left at the end of the money?
  • Do you want to be more intentional with your money?
  • Does keeping up with your money cause you stress?
  • Are you struggling to achieve financial goals such as saving, investing, or paying off debt?

What It Costs

I am here to help you reach your goals. I get you started by clearing away the resistance, obstacles, and limitations that get in the way of your success. We’ll develop a custom personal finance program for you to follow on your own. This typically takes 5-7 sessions spread out over several months. Sessions can occur more or less frequently, depending on your needs.

The cost for each 60-minute session is $150, payable by the end of each session. The cost of a 30-minute session is $50.

I do not recommend or sell financial products, and I do not receive commissions or other rewards. Because of this, my clients know they will receive advice and guidance that is not biased by compensation.

How to Schedule

Let’s start with a free session to discuss how I can help you. To schedule, visit my scheduling page to schedule your free financial coaching session with me. If you can’t find a time that works for you, send me a message, and we will see what we can work out.

New clients will need to read and sign my Coaching Agreement prior to starting the coaching relationship.