top of page

Intro Coaching Session


Discounted call for first-time clients

Experience the magic of financial coaching in a 1x thirty-to-sixty-minute coaching session.

If you're wondering... "What can we cover?"

It's easier to tell you what we can't cover:

- Specific insurance & investment advice

- Estate planning

Or, please book a chat so we can make sure I'd be the right person for the job!

Website Photo.png
Sample Coaching Session
Running a Marathon_edited.jpg

Financial Sprint

payment plan available (2 payments of $400)

An accelerated six weeks to go from "Huh?" to "Hell yeah!" as we conquer your most pressing financial challenge.


3 sessions during the six weeks + Voxer support

Financial Sprint

VIP Strategy Session

payment plan available: three payments of $400

Whether you have a financial system (spreadsheets, app, other) in place & want someone to review/refine it, or you want to set up a new system... I've got your back!

One 3.5-hour intensive, curated action plan, one 30-minute follow-up + Voxer support between your two calls

VIP Strategy
bottom of page