I have a passion to understand, educate, and inspire clients to better their financial situations. Coaching sessions are a non-judgmental zone. The financial choices made in the past are in the past. We will focus on your future financial plan, showing you how to eliminate debt, create security, and build wealth.
YOUR FINANCIAL COACH HAS…
How do I know if financial coaching is right for me?
Financial coaching is beneficial for anyone that needs a financial plan, has debt, wants increased security, looking to maximize retirement and education savings, or simply needs an accountability partner. We will help you develop and implement a customized plan specific to your situation.
Do you do payment plans?
We charge a flat monthly fee for coaching so there is no need for payment plans. We know it is a great investment in your future, that will save you, and make you more money in the long run.
Are coaching sessions confidential?
Absolutely! All matters discussed are 100% confidential. We do not share client information.
What is your refund policy?
We do not offer refunds. We are a fee for time based service and count on our fees for success. However, if you need to reschedule, we are happy to accommodate! Please give 24 hour notice.