top of page

Services

Your guide to where you want to be with your money.

Image by Sigmund

Discovery Call

The first step to getting started is to talk with me by videocall.

 

I want to know who you are!

 

Let me get to know about you and your financial story. Where have you been? What have you done? What has brought you here?


If you’ve never worked with a financial coach before, or you feel completely overwhelmed by your next step, this 20 minute consultation is the perfect place for you to start. You’ll be able to talk about your situation, and what your vision is.

Road Map Session

This (45 Minute) Session is designed to give you a quick overview of your financial health. Are you sinking, barely hanging on, or ready to be chilling on a beach drinking margaritas.
 

This Road Map session will require a little bit of prep work from you before the meeting. This preparation helps you maximize your time with me, so that you can walk away at the end with a framework in place to have a successful financial life.

 

The goal is to see where you are and decide if you are truly ready to take the actions steps to gain Financial Freedom by picking a PROGRAM that will best suit you. In addition, deciding if we’re a great fit to work together.

 

**BONUS:

  • Money saving ideas and tips to find more money with your current income.

  • Answer to any additional questions you may have regarding financial issues.

  • Give guidance on reaching goals and coach you on ways to attain them.

Image by Matt Duncan
Image by Kelly Sikkema

The Four-Month Program

Do you want to be responsible with your money but don't know how? Do you want to grow your financial knowledge, habits and behaviors?

Then this four-month Foundations Program is for you!

 

The goal is to help evolve a better relationship with money, ease conflicts about money, and develop a spending habits that works for you by CREATING A PLAN.

What's Included:

1. One month of weekly coaching sessions, and then three months of every-other-week sessions.

2. Goal-setting (We will focus on 3 goals that you want to accomplish during this 4-month period).

-Each session you will have homework to accomplish prior to our next session.

- Develop a personalized budget plan specific to the goals you want to accomplish.

- Customized Workbook via google sheet.

- Unlimited Questions and Answers via Email/Text.

- Most importantly, an accountability partner to reach the goals we set together.

Calender

Ongoing Monthly Coaching

*(Milestone Clients Only) Once you’ve completed th Foundations Building Program, I am ready to help you stay accountable to your goals on an ongoing monthly basis.

What’s Included:

  • Once- or twice-monthly sessions (45 Minute)

  • Unlimited email support between sessions

  • Most importantly, an accountability partner to reach the goals we set together.

bottom of page