Let's Get Started
It's normal to feel nervous about making financial commitments, but remember, you are investing in yourself. With financial coaching, you are taking the first step towards a better financial future. Trust the process and let's work together to achieve your goals.
The path to financial success is a journey, and the key to a successful journey is a good map. I've developed The Path to Financial Success, a roadmap that will guide you through the steps to achieving your financial goals.
As your financial coach, my goal is to navigate you through each step to significantly improve your rate of success. I will provide personalized insights, accountability, and support. Together, we can identify your financial objectives, develop a strategic plan, and make informed decisions that pave the way to lasting prosperity.
How does it work?
1. Complimentary Introductory Call
- Start your journey with a free 20-minute introductory call, where we will discuss your needs and explore how I can support your financial goals. If you find that we're a good fit, you can then choose from one of our coaching packages.
- Before our meeting, I will send you a Financial Health Assessment to fill out. This 35-question comprehensive assessment will ask you a variety of financial behavior questions. The results will be shared with you during our call to guide our conversation. It will provide personalized insights and help us create actionable steps to improve your financial health.
2. Select a Package
- Packages include a Discovery Session, a Solutions Session, and Accountability Check-Ins. Everyone is at a different point in their financial journey. If you are just starting out and need to spend time on many of the topics shown in the list below, or have a complicated financial situation, a Plus or an Ultimate Package may be right for you. These packages are best to create a plan and then have Accountability Check-Ins throughout the year to make sure you stay on track to your goals. If you only need guidance in a few areas on the list below, then the Essentials package may be best for you. Not sure which to choose? That's okay. During your free complimentary call, we will assess your situation and decide which is best for you. All sessions will be via Microsoft Teams. Outside of the scheduled meetings, you will have unlimited access to me via email.
- Discovery Session
- This 45-minute session will be your chance to share your current financial situation and receive an initial vision for your financial future. Post-session, you might have some assignments to complete so I can develop a tailored plan for you.
- Solutions Session
- During this 45-minute session we will review a finance roadmap made just for you, clarify any questions, and refine your strategy.
- Accountability Check-In:
- We know life sometimes gets in the way of getting things done. That's why 30-minute Accountability Check-Ins are so important to help us make sure progress is being made.
- Essentials: 2, 30-minute sessions
- Plus: 6, 30-minute sessions
- Ultimate: 12, 30-miniute sessions
- We know life sometimes gets in the way of getting things done. That's why 30-minute Accountability Check-Ins are so important to help us make sure progress is being made.
- Discovery Session
- During the Sessions we can cover a wide variety of topics, including but not limited to...
- Budgeting, debt management plan, and creating an emergency fund
- Investing in retirement and non-retirement funds
- Identifying retirement needs and goals
- Ensuring you have the appropriate investment portfolio diversification based on you age, risk tolerance, and goals
- Tax advantaged accounts
- Large purchase guidance including home and car
- Tax advantaged college savings
- Understanding the importance of Estate Planning (Trusts, Wills, and Healthcare Directives)
- Do you have the right home and auto insurance in place?
- Life Insurance: do you need it, how much, and what kind?
- Financial changes when expecting a baby
- Wedding Budget Planning
- Newlywed Financial Planning
- Young Professional Finance Review
- Resume Reviews and Interview Prep
- Financial "Setup for Success" after landing your first job
Choose the package that best suits your needs and let's get started on your path to financial success!
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