top of page

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!).

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.

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


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.

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


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.


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:

  • 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!​

Thank you!


bottom of page