Financial Coaching

Do you need to get your financial life on track? Are you unsure how to approach debt repayment, investments, budgeting and other financial issues? Let’s schedule a Financial Coaching session and get started. Call for a free 15-minute introduction phone call then choose from one of three packages.

Starter Pack – $200. This is a great option for people that need to assess their current situation, make a decision about debt reduction, better understand their monthly cash flow and put together a basic investment plan. This package includes an initial meeting (1-2 hours), financial analysis/projections and a follow-up meeting.

Quarterly Plan – $500. This includes everything in the Starter Pack plus three additional meetings, roughly every quarter throughout the year. We’ll monitor progress, address any issues that arise, work through debt repayment schedules and any other financial matters that need to be addressed.

Annual Plan – $1200. This plan includes 12 monthly meetings. We can really get into detail about your specific financial issues, build a great financial foundation and start you on the path to financial success.