30 min

All clients begin with a Q&A Session. This allows for both of us to see if financial coaching is a good fit. This session is perfect for those who are new to financial coaching and want to learn more about how it can help.

COST: Free

Up to 2 hrs

All clients who would like to continue after the Q&A Session will follow up with a Discovery Session.

In this session we first look at your money history, money psychology, and habits. Then we'll take a look at your numbers and make a plan to address your primary financial concerns, and I'll provide some initial guidance and recommendations.

For those who feel they can accomplish their goals on their own this will be where we stop. For those that would like a program that will help fulfill their goals then the Financial Wellness program is the next step.

COST: $150.00

Up to 1 hr per session

Take control of your finances and start living your blessed life with this package, which focuses on building a spending plan and debt management. This package is ideal for those who need help managing their day-to-day finances. It includes 10 Coaching Sessions covering:
• Customized planning for your situation
• Debt reduction strategies
• Goal setting & exploration of values influencing money decisions
• Saving and spending practices tailored to your goals.

This is intended for those who want a advanced level of coaching to achieve their financial aspirations.

COST: $750.00