How Coaching Works
Free Consultation
The first step is to book a free 30 minute consultation with me. We will address the current issues you may be facing with your finances, see if we are a good fit, and more importantly figure out how I can help you. This can be done over the phone, zoom, or in-person depending on which option you select when booking the appointment.
Forms & Payment
If you and I decide that financial coaching is a good fit then we will move forward. Once payment is received, I will send you a link to forms that are applicable to your situation. These will give me a clearer picture on how to help. When the forms are complete, we can now book a time for our coaching session.
Coaching Session
During the coaching session, we will work together to work through your financial issues and build plans to solve them. The goal of the coaching session is for you to leave with an action plan to implement. The ultimate goal being that you eventually don’t need me to coach you, but you are always welcome to book appointments in the future. When the forms are complete, we can now book a time for our coaching session.