Services are available in person or via web meeting or telephone

 

Initial Consultation                                 Free

This free consultation (up to 30 minutes) is an opportunity for you to get to know me and have your questions regarding personal finance coaching answered.  If you decide to move forward with my services, we fill out an intake questionnaire that allows me to tailor services to your needs.

 

Coaching services                                 $40 per hour

Just have a few financial questions to discuss?  Not ready to commit to a plan?  My services are available on an hourly basis.  There is no commitment – you bring your questions and you pay per hour for a one-on-one meeting.  Coaching sessions can vary from 15 minutes to 2 hours depending on your needs.

 

3 Month Plan                                         $240 or $90 per month

The first month is 4 hours of personalized financial literacy education designed to teach you how to build a financial plan.  In the second and third month, you receive 4 hours per month of my services.  We work together to build and refine your financial plan and I provide accountability coaching to help you stay on track.

 

Personal Finance Classes                 Varies by class

From time to time I offer online and in-person financial education classes.  Classes vary in length and price.  Included in the class is 1.5 hours of one-on-one coaching for each participant.  Contact me to find out more and get a list of classes starting soon.  Topics include:

  • Budget Like a Pro
  • Mission:  Debt Relief
  • Long Term Planning:  Investing and Saving for College & Retirement
  • KISS Methods:  Reduce stress through organization and simplification
  • How to Adult:  Personal Finances in your 20s