The initial consultation/call is a time to get to know each other. During this session, the objective is to get a good base of understanding of your current financial situation as well as the goals you would like to achieve through financial coaching. The first session typically lasts about 1 to 1.5 hours and allows me a chance to get to know you and your goals as well as a chance for you to see if financial coaching is a good fit for you. If you determine that financial coaching is a good fit for you, we will discuss a coaching and pricing plan that is customized to help you achieve your specific goals at the end of your first session.
Additional Coaching Sessions:
During the financial coaching process there are often assignments for you to work through between sessions. Due to this, it is rare that all your financial coaching needs can be addressed in one session. Depending on your specific need, coaching could last 3, 6, or 12 sessions and can be done on a weekly, or monthly basis. Everyone’s situation is unique, which is why I get to know you and your situation before recommending a coaching plan that will help you meet your specific goals.
Coaching sessions will be done in approximately 1 hour to 1.5 hour sessions that could be as short as one session, but will typically span over a few weeks or months. Longer or shorter sessions times can be accomplished to meet your specific needs. Most coaching will span at least 3 months and in rare instances can be accomplished in one session if your need is very specific.
Please note that unlike other professionals that may charge for all time they work on your case and meet with you, I charge a flat rate for each session. The cost includes the time we meet, my preparation time and the follow-up recommendations that I send after each session.
Speaking and teaching engagements can also be arranged. I have done specific teaching/speaking on either a single personal finance topic or as a multi-topic/multi-session presentation. If you have a group or organization that would benefit from a fun and engaging talk about personal finance, please contact me for further options and availability.
Payment is due prior to coaching sessions. In the same way as I recommend that people save up to pay in full for purchases, I ask that you do the same with my services. Another benefit to this practice is that since the payment is complete we can fully focus on building a strong coaching partnership versus worrying about when the next bill is due.*
If you are married it is critical that both parties are present at all of our coaching sessions. Without both partners committed, it will be difficult to experience the financial freedom you desire.
I respond to emails Monday – Friday and will endeavor to reply to emails within 1 business day.
*No refunds are available for services.