Personal Finance Coaching

How It Works

Financial Coaching is a collaborative, educational process for individuals and couples looking to improve their financial well being, establish good financial habits, and achieve financial goals. We meet for 60-minute coaching sessions, by phone or Skype or Google Hangouts.

Who It's For

Whether you are looking to make real and positive changes to your current financial situation, get some answers to specific questions, or just have someone point you in the right direction, financial coaching may be right for you.

  • Do you make good money but just don’t know where it all goes?
  • Do you want to be more intentional with your money?
  • Does keeping up with your money cause you stress?
  • Are you struggling to achieve financial goals such as saving or paying off debt?
Due to the financial coaching and counseling services I provide to military service members through a different program, I am unable to provide members of the Armed Forces services through my website.

What It Costs

I am a short-term coach. I get you started by clearing away the resistance, obstacles, and limitations that get in the way of your success. We’ll develop a custom personal finance program for you to follow on your own. This typically takes 3-6 sessions, spread out over a several months. Sessions can occur more or less frequently depending on your needs.

The cost for each 60-minute session is $140, payable at the end of each session.

I do not recommend or sell financial products, and I do not receive commissions or other rewards. Because of this, my clients know they will receive advice and guidance that is not biased by compensation.

How to Schedule

If you would like to schedule a coaching session with me. Please complete a Coaching Appointment Request.  I will respond within two business days with my availability.

New clients will need to read and sign my Financial Coaching Agreement prior to our first session.