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.