top of page

Coaching Session - Quarterly Membership

  • 1 h
  • Zoom or in person

Service Description

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 if needed. Similar to the Monthly Membership Plan, you will pay your first payment when you start the plan and scheduled your first quarterly session. You will have an automatic payment every 3 months following that first session. 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.

Cancellation Policy

Please cancel your appointment at least 24 hours prior to the scheduled time. A $25 cancellation fee may be applied if appointment is cancelled less than 24 hours prior to the scheduled time.

Contact Details


bottom of page