Financial Coaching
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 and 6 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
Post-Divorce Financial Coaching
From We to Me — Rebuilding Your Financial Life with Confidence
Divorce changes everything emotionally, mentally, and financially.
Once the paperwork is done, many people are left wondering “Now what?”
The truth is, the financial transition after divorce can be one of the most overwhelming parts of the journey, but it’s also where your new beginning begins…
At AIO Financial Coaching, I help clients move forward with clarity, confidence, and control over their money.
Together, we’ll rebuild not just your finances, but your sense of stability and independence.
The legal settlement may be finalized, but there’s still a long list of financial tasks that need to be addressed to fully transition to your new life. Together, we’ll create a customized checklist so nothing slips through the cracks.
Click on the link below to receive the most common post-divorce financial steps I help clients navigate:
Let’s Create Your Fresh Start! You’ve already done the hard part — now it’s time to rebuild on your terms. Together, we’ll get your Affairs in Order and create a financial plan that supports your next chapter with confidence.
Schedule a complimentary call to learn more about how I can help you thrive after divorce.