Initial Consultation: 30 minutes – FREE
This session is our opportunity to meet each other and determine if financial coaching is a good fit for you. This meeting usually occurs via phone or video technology. During this time, you have the opportunity to learn more about us and what we do while sharing with us more specific details of your situation.
Initial Coaching Session: $175 flat rate (up to a 2 hour meeting)
This session includes: A comprehensive assessment of your current financial picture (before,during, and after the meeting), identifying financial goals and priorities, creating a concrete plan specific to your financial situation, and the opportunity to have your forms customized to reflect your unique financial situation. This session can occur face to face or via video technology depending on your needs and location.
*** After the FREE consultation, a $50 deposit is required to begin coaching services ***
Follow-up / On-going Coaching Session: $100/hour
These sessions vary widely based on your need. They focus on implementing the changes necessary to reach your goals while providing accountability and support. These sessions can occur face to face or via video technology depending on your needs and location. There is not a preset minimum number of sessions. We work hard to empower you with the tools and resources necessary to function independently of us at the pace that works for you.