How to Get Started

What to Expect & Online Services

It’s easy to get started and invest in your future 
The process is as follows:

  1. Make the decision to hire a financial coach and change your life.
  2. We would discuss what coaching session works best for you.
  3. Complete and sign a financial coaching agreement that you will be provided.
  4. Complete the personal financial snapshot form that you will be provided.
  5. Complete the cash flow form that you will be provided.
  6. Return the completed documents to your financial coach.
  7. Schedule a session, at a time that is convenient for you, to meet with your coach by phone call, Zoom or GoToMeeting.

In addition to immediate feedback during the session, you will receive written recommendations within one business day.

  1. Depending on your personal situation you may need just one session or several sessions. After any full session, a 15-minute follow-up phone conversation is included to address any outstanding issues which may need attention.
  2. You may also purchase a session or package for your friends or family.
  3. If a package coaching session is purchased and I am unable to provide any remaining coaching sessions, you will be entitled to a pro-rated refund of any remaining credit.
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