For financial well-being professionals:

  • Financial Advisors
  • Financial Coaches
  • Financial Counselors
  • Financial Educators
  • Financial Planners
  • Financial Therapists

Rate: $55 per half-hour for AFCPE and FTA members*

  • Case consults
  • Skills coaching
  • Business consulting
  • Practice management advice
  • Pick my brain

Contact me about scheduling.

Free: You may copy and reuse my policies, procedures, and elements from my intake forms or financial coaching agreement with the understanding that I make no warranty with regard to usability and hold no liability relating to your use of such. In other words, I don’t mind if you use it, just don’t blame me if it doesn’t work out for you.

* If you are not a member of the Association for Financial Counseling and Planning Education (AFCPE) or the Financial Therapy Association (FTA), my rate is $75 per half-hour.