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- Progress Call
This is a 30 minute call included with the price of your coaching session to ask questions, express concerns, and to help keep you on track with your goals.
- Coaching Session - Check In
This private coaching session is for those who have already completely their financial coaching plan with me. If you no longer need regular monthly coaching, this is for you. This is a designed for the occasional check in session as needed so we can evaluate where you are now and work through any struggles you may be experiencing. If you feel you need to reconnect and talk things through with me, this will be a great check in for you. This coaching session is not part of the membership plans and will be paid in full at the time of booking. If you feel you are in need of consistent private coaching again, please contact me. The membership plans are discounted and include progress calls, so you will get more for your money with a plan. You have the option to meet in person or on Zoom. If you prefer to meet in person, I will contact you with options for meeting places.
- Discovery Session
This complimentary consultation is required to begin coaching with me. It is an important part of getting to know you and your financial situation. This session will help me understand your goals and how to help you achieve them. You have the option to meet in person or on Zoom. If you prefer to meet in person, I will contact you with options for meeting places.
- Coaching Session - Quarterly Membership
This private coaching session is for those who have already completely their original financial coaching plan with me. If you no longer need regular monthly coaching, this is for you. This is a great way to check in every 3 months to make sure you are still on track with the plan and headed toward your goals. Included in this plan is a one hour coaching session every 3 months plus a once a month progress call as needed. Similar to the Monthly Membership Plan, you will pay your first payment when you start the plan and schedule your first quarterly coaching session. You will have an automatic payment every month following that first payment. I will reach out to remind you of your payment, and you are welcome to change the date, pause, or cancel at any time. You have the option to meet in person or on Zoom. If you prefer to meet in person, I will contact you with options for meeting places.
- Coaching Session - Membership Plan
Now you are ready to start your financial coaching plan. This is exciting! During your coaching sessions, we will go through your budget and debt in detail. Together, we will work through any obstacles along the way as I walk alongside you during your financial journey. I can't wait to see what you accomplish! Your coaching sessions are part of the membership plan of your choice. During your Discovery Session, I will go over the membership options and what I recommend for you. Prices range from $225-425 per month. It is strongly advised that you continue your membership for the length of time I have recommended to you in order to gain the most from your coaching. You have the option to meet in person or on Zoom. If you prefer to meet in person, I will contact you with options for meeting places.
- Financial Coaching Continuation
If you have already had private coaching and are still in your financial journey, this group coaching session is a great option for you. You will have a community as well as your financial coach to support you throughout this journey. This will be a safe setting to talk through your struggles and get ideas from myself as well as others in the group going through the same things. At this time, we have one session on the third Thursday each month. You can join as little or as often as you'd like. That said, attending every month will help keep you accountable and on track to accomplish your goals faster! *At least 3 private coaching sessions are required to join the Financial Coaching Continuation sessions.