Services
There are a number of ways to work with a financial coach. Based on our interactions, we’ll come up with a plan together.
Our initial conversation is free and meant for us to get to know each other. During this meeting, we will assess your situation as well as make sure the relationship is a good fit for both of us. The services recommended will be tailored to meet your specific needs.
Single Sessions
Whether you’re just beginning to build you’re personal finance foundation or you’re well on your way to achieving a financial goal, a single session can be exactly what you need. If after our initial conversation you feel that you could use another discussion, I am available for individual sessions.
Short Term Coaching
Short Term Coaching is designed to focus on client goals that can be accomplished in a relatively short amount of time. The process typically entails 3 to 4 consecutive conversations followed by monthly scheduled check-in conversations, typically an hour in length, within the next 6 months. This service is offered for a flat fee and topics vary based on specific client needs.
Long Term Coaching
Long Term Coaching is just how it sounds. It is designed to focus on goals and plans set at least one year into the future. The process typically entails 5 to 8 consecutive conversations followed by monthly scheduled check-in conversations, typically an hour in length, over the next year. This service is offered for a flat fee and topics vary based on specific client needs.