WHY A FINANCIAL COACH?

Schedule a no obligation call with me to discuss your financial concerns.   I'll ask you some questions and you'll ask me some questions.  I'll be honest and tell you if I think I can help.  You'll have a clear understanding of what to expect if we move forward working together.  

Once we commit to working with one another, I'll give you homework to complete.  Taking inventory of your financial life, along with defining your values and goals will allow us to make a plan unique to you.   

After I've reviewed your homework, we'll talk again to make sure I understand where you have been financially, where you are today and where you want to go.  Clarifying your needs and wishes is crucial to building a plan that will actually work.   

I'll present your plan in a face to face meeting (or Zoom if that's your preference).  We'll hash out the details, break everything down into manageable steps and discuss the obstacles you may face along the way.  I'll show you how to track your progress so you can be motivated by even small successes and celebrate on the way to reaching your biggest financial (and life) goals.   

Once we've gone through your plan and I've given you the tools you need to succeed, you'll still have access to me for a full month.  As your coach, we'll have scheduled check-ins to ensure you are sticking to the plan, discuss challenges that arise and make adjustments as needed.    

Now's the time to decide if you want to take the map and go, or keep me on as an accountability partner, your coach, your co-pilot.  As your coach you'll have access to me for questions, concerns and advice, scheduled check-ins and first dibs to any additional content and workshops.  Plus, you can cancel the monthly coaching program at any time.