Service Description

This private coaching session is for those who have already completely their monthly 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. At least 3 months of the Monthly Membership is required before graduating to the Quarterly Membership. 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 three months 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.