My Services
Step 1:
Complimentary
phone call
Begin your journey to financial empowerment with a complimentary call. This initial phone meeting allows you to discuss your unique financial situation, goals, and challenges with me.
Through this conversation, I will better understand your unique financial situation and will provide practical insights to support your path toward financial empowerment.
Schedule your call today to start working toward your financial goals.
Step 2:
The Discovery
Session
This personalized Discovery Session is a 2 1/2 hour meeting where we will thoroughly review your financial situation. We will review your entire financial picture including, assets, liabilities, income, and financial goals. We will cover your short and long term objectives, such as saving for retirement, buying a home, or paying off debt.
I will guide you through a structured process that includes a complete Financial Review, Budgeting Strategies, Risk Assessment, Goal Setting, Creating an Action Plan, and Q & A Session.
Step 3:
Pick your Financial
Coaching Package
In this phase, I will guide you through the Financial Coaching Package that best fits you. I currently offer 3, 6, and 9 session packages as well as custom designed coaching packages. Each is structured to provide clarity, support, and actionable steps tailored to your individual financial aspirations. I will help you choose a package that best aligns with your goals so that we can embark on a transformative financial journey together.
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Designed for individuals seeking to establish a solid financial base.
This package includes:
3, one-hour sessions, every 1-2 weeks
Comprehensive financial assessment
Goal setting and action plan development
Budgeting tools and strategies
Regular check-ins to review progress and encourage growth
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Ideal for those looking to build upon their existing knowledge and practices.
This package features:
6, one-hour sessions, every 1-2 weeks
In-depth review of spending and saving habits
Goal setting and action plan development
Budgeting tools and strategies
Investment basics and options analysis
Debt management strategies
Credit rating review and analysis
Additional cost saving strategies
Regular check-ins to review progress and encourage growth
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Perfect for individuals ready to take full control of their financial future.
This package includes:
9, one-hour sessions, every 1-2 weeks
Comprehensive financial assessment and personalized goal setting
Detailed action plan development with tailored strategies
Advanced budgeting tools and techniques
In-depth investment analysis and portfolio development
Enhanced debt management and reduction strategies
Comprehensive credit rating review and improvement plan
Evaluation of insurance, will and trust needs
Access to exclusive financial resources and tools
Regular check-ins to track progress, adjust plans and ensure continuous growth