Individual Coaching

Every person has a different relationship to finances, informed by culture, personal history and circumstances; and we all deserve a balanced financial life. Getting there requires an individualized approach that helps you understand your history, your goals, and your present situation. I’m the guide that can help you establish that balance. 

HEALTHIER FINANCES START HERE

WHAT TO EXPECT

  • 01

    A free consultation to discuss what brought you to financial counseling and make sure our personalities are a good fit.

  • 02

    Counseling is a six month commitment, which will allow us to build a relationship and learn what strategies are the most successful for you.

  • 03

    We will meet twice a month via teleconference to challenges and wins.

WHAT YOU’LL GET

  • 01

    A tailored budget based on detailed assessment of your income and outgoing expenses.

  • 02

    A solid plan for approaching your short term, long term, and pipedream goals.

  • 03

    Between-session support via text, phone, or email.

  • 04

    Homework.

 Are you a business owner? Learn more about microbusiness consulting here.