Consultation (Free)
A one-on-one session with a financial coach to ask questions and get answers to questions you have to see if financial coaching is right for you.
(30 Minutes - Telephonic)
Coaching Session *($99)
Ask questions. Review your situation. Get some financial focus.
· Do you have finance-related questions?
· Have you had a life event that affects your finances and like to explore your options?
· Making a big financial decision like buying a home and want to review with a 3rd party?
· Worried about saving for retirement and want a game plan?
If you answered YES to any of these questions, this session is for you!
(1-Hour - Telephonic) *For a limited time only!
Discovery Session ($299)
A deep dive into your finances and unpack some habits, thoughts, and feelings surrounding money. We'll discuss your goals and identify any roadblocks that may be preventing you from reaching them. We'll review and discuss your investment risk tolerance results, plus you'll receive a free budgeting tool and a free net-worth tool to help you stay on track until you reach the finish line.
(2 Hours - Zoom Session)
Financial Wellness Workshop
This workshop is designed for small groups (not to exceed 8) and focuses on money-related subjects individuals face today.
Workshop topics include:
- A Spending Plan vs. A Budget
- Strategies for Getting Out of Debt
- How to Make Saving Fun; and Fund College
- Retirement – How Do You Prepare Yourself For It Today!
(2 Hours - Zoom Session or In-Person) based on the requester's geographical location.