Take the first step
Use the links below to either schedule an initial consultation or pay for a coaching session.
Schedule a Complimentary Consultation
This is a 30-minute conversation about where you are financially, your goals, and your concerns. I’ll describe the financial coaching process and answer any questions you may have so that we can determine if financial coaching is a good fit for you. If married, both spouses must attend. The meeting is held online over Zoom video conferencing.
Pay for a Coaching Session
After deciding to move forward following the initial consultation, use this link to make payment for a coaching session. I will send you a form to fill out in advance, which will prepare you for our 1-hour session. You will then receive an email with a link to schedule either an in-person or virtual session, at your convenience.