This is where everyone starts. It's a 90 minute call where we dive into your situation and you leave with clear financial action steps to get you closer to your goals.
Dogs are cool. Money is weird. Need I say more?
As a financial coach , I believe personal finance is personal. My goal is to help you create a plan for your money that you LOVE.
A plan that is realistic.
A plan that excites you.
A plan you can stick to.
It starts with a money coach.
Please book a 15 min call if you're questions aren't answered here.
We help you confidently handle your money. We help you:
I promise it's not scary. All clients start with 1 coaching session: the discovery session. It's a 90 minute zoom call, with a little prep work. We get clear on your goals and financial struggles. We then create a plan to get you closer to your goals. I send a follow up with your action plan, and become your built-in accountability partner.
Nope! Financial advisors typically handle things like insurances and investments. I help you with your day to day money decisions and get you to a place where you're ready to build wealth, which may include working with a financial advisor.
Everyone starts with a 90 minute Discovery Session. That session is $197. After the first session, if you want to talk about working together long term, we can explore 3-12 month coaching programs, ranging from $250/month to $500/month.
There's about 30-60 minutes of prep work for the first session. Then from there, it can be as little as 10 minutes of work per week. We get it. It's 2024 and schedules are hectic.
Do you want to improve your finances? You know the answer 🤗
Ahh I love this question. TOTALLY GET IT. Been there. I hired a coach when I was dirt poor. I was making less than $2k/month and had no savings when I hired my coach, Tony. I took a loan out for $7,400 to work with him for 6 short months. I "couldn't afford him" but chose to do it anyways because I knew I would get results. It's scary to think about where I would be if I HADN'T hired him. You're not paying for "money tips". You're paying for a transformation that is typically impossible to put a price tag on. We pay for what's important to us.
Financial counseling can be problem solving, or helping a client that's financially stable but needs to be more efficient with their resources in order to stay stable. Maybe you're doing well financially but not sure if you're gonna be able to retire. We can help and a session may still be beneficial.
Personal finance is personal. This is 100% up to you. Statistically speaking, couples who can openly talk about money and tag team their goals, tend to have a healthier relationship and reach their goals sooner, but not everyone is ready for that. If you'd like the first session to just be you, that's great too. Follow your gut for this one.
This is a 90 minute call where we dive into your situation and you leave with clear action steps to get you closer to your goals.
If you want to:
Let's chat.
This is a 90 minute call where we dive into your situation and you leave with clear action steps to get you closer to your goals.
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