Our coaching programs provide you with the support and resources you need to overcome obstacles, eliminate regret, and live abundantly.
You can expect to be supported and encouraged (even if you’ve made some mistakes in the past). Most coaching appointments take about an hour and can be done over the phone or via Zoom.
Introductory Strategy Session [$197] – Coaching is affordable and requires no ongoing commitment. We will review and organize your financial data and ask questions about your priorities, values, challenges, and hopes for the future. We will educate you so you are empowered to make wise choices. And, we will provide basic (non-technical) recommendations and a written summary of the advice for you to use as a check-list as you fine-tune your financial life.
Need more than one session? – Custom coaching packages can provide you with the additional support you need.