Services

FINANCIAL CHECK UP

 Why it’s right for you:
  • You really want to take action but don’t know where to start
  • You have emotional barriers to financial wellness
  • You have a specific problem that you want to work through
How does it work?
  • Come prepared with what you want to accomplish and some financial data and numbers that we can analyze
  • We will spend 90 minutes talking through your questions and goals, identifying action steps you can take over the next quarter
  • We’ll schedule a 30-minute check-in call for three months later to hold you accountable

ONE-ON-ONE COACHING

Why it’s right for you:
  • You have financial goals that you are serious about accomplishing
  • You hate looking at numbers and tend to avoid your finances
  • You want someone to hold you accountable to your financial goals
  • You’re not sure what financial planning is and you want to learn more
How does it work?
  • I work personally with you over a year, geting to know you, learning about your goals and money mindset, and helping you envision your ideal life
  • Through analysis of your financial data, I’ll gain a comprehensive understanding of your unique financial situation
  • Together, we’ll create a plan that aligns with your goals, personal values & unique financial situation
  •  I’ll hold you accountable to your action steps through regular check-ins

VIP DAY

Why it’s right for you:
  • You need a financial plan to implement quickly

  • You’d like a little TLC with your financial wellness

How does it work?
  • We’ll spend a day talking about your ideal life and financial goals
  • Come prepared with financial numbers and data and we’ll collaboratively create a financial plan, identifying areas of opportunity
  • You’ll leave with action steps for the next 6 months
  • We do all of this while enjoying breakfast, lunch, time outside and a relaxing massage
  • You’ll leave feeling financially empowered but also physically and mentally relaxed
  • We’ll schedule a 30-minute check in call for six months later to identify next steps