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Discovery Session

  • 45 min
  • Complimentary
  • Zoom or in person

Service Description

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.

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


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