Consultation
During your complimentary consultation, you'll learn how we work with clients, the value you can receive from financial coaching, and if our coaching program is right for you.
(30 Minutes - Telephonic - Free)
Coaching Session
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 - $79)
Discovery Session
A deep dive into your finances and unpack some habits, thoughts, and feelings about money. We will discuss your goals and identify any roadblocks that may be preventing you from reaching them. We will identify strategies for lowering your expenses and create a personalized plan you can follow that aligns with your goals, values, and lifestyle. Plus, you will receive a free budgeting tool and a free net-worth tool to help you monitor and track your progress until you reach the finish line.
(2 Hours - Virtual - $299)
Financial Wellness Workshop
This workshop is designed for small groups and focuses on money-related subjects individuals face today.
Workshop topics include:
- Creating A Spending Plan
- 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 - Virtual)