Free Initial Session

During your initial session, we will get to know each other, I learn more about you and your personal finance goals, and we discover if personal finance coaching is a good fit for you. What's more, this session is free!

Stage 1: Weekly Sessions

If we agree that personal finance coaching is a good fit for you, we will enter into the first, intensive coaching stage of your journey. During this stage, we will meet online weekly and ensure you are continuing to work toward your goals.

Stage 2: Monthly Sessions

Once we have determined that you have started to achieve some of your personal finance goals, we move on to monthly check-in sessions. During these sessions, we continue to ensure you are working toward your goals, but with the understanding that you are able to do this on a more independent basis.

Stage 3: Ad Hoc Sessions

Dedicated to your success, my goal for you is to able to self-sufficiently work toward your goals, with a decreased need for coaching sessions. After your monthly sessions, you'll continue to have access to coaching services--whenever you may need them--just to ensure that you can continue to stay on track.