Does the thought of your financial situation bring anxiety? Even when you're debt-free, dealing with finances is hard. A financial surprise isn't usually that you found $1,000,000 in your bank account (although mysterious emails from faraway places usually indicate that you will be the recipient of treasure from a long-lost relative... right!).

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The reality is that surprises and challenges await us at seemingly every turn of life. By creating a plan with a financial coach, you can build safeguards into your financial situation to help you be prepared for the unexpected.

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As your financial coach, I can help you develop a plan, tailored to your financial situation, that allows you to prepare for the future!

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HOW DOES IT WORK?

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It's simple. When you're ready to live with peace and contentment, schedule a financial coaching session. I will have you fill out a Financial Snapshot, which is an online form that gives me the 30,000 foot view of your situation. We will schedule a one-hour session where we will talk about your finances, dreams, goals, and challenges. By the end of the session, I will give you a clear, doable plan with specific action steps for you and your family. If you choose multiple sessions or want to return for a follow-up session, we can review your situation and help you with new or challenging obstacles.

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I recommend new clients to meet every 3-6 months for a year or two, then once a year as a financial checkup.

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BUT DOES IT WORK?

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There are no​ get-rich-quick schemes that actually work. This method is a proven, time-tested way to prepare for the future and build wealth through hard work and dedication. But I give you the tools that you need to organize your finances, and a roadmap that provides the direction to achieve a financial future that is ready for unexpected financial obstacles.

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NEXT STEPS

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Don't delay preparing for your financial future! When you're ready to take the next step, follow these instructions to schedule your first financial coaching session:

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• Choose which coaching plan is right for you. A single Financial Coaching Session costs $150, but if you sign up for three sessions today, it will cost only $300, which represents a $150 savings

• Pay the fees to schedule your Financial Coaching Session

• Fill out the Financial Snapshot at least 24 hours before the Financial Coaching Session

• Prepare yourselves to live in financial freedom!​

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Thank you!