90-Minute Kick-Off Session
We’ll explore your relationship with money, addressing a critical aspect of finance most financial advisors skip over. Unfortunately, this is where many people’s relationship with money breaks down so if you get this right you can become a money pro. (Hint: It has nothing to do with Dave Ramsey’s 7 Baby Steps.)
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Financial Milestones Checklist
Many people put off improving their finances for some arbitrary time in future when they hope to make more money. But there’s an untapped goldmine in your current financial situation that can get you to a better place within a few paychecks. My BFF Shakira sings, “Why wait for later? I'm not a waiter, I like to make things happen.” Be like Shak. 😉
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Unlimited E-mail Support
Since a lot of the work happens between our monthly financial coaching sessions, you’ll have access to me via e-mail. If something comes up as you begin working on your personal recommendations, I got you. I think we can all agree that feeling supported > flying solo, right?
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Individuals: $357/mo.
Couples: $497/mo. |
Individuals: $337/mo.
Couples: $467/mo. |
Individuals: $327/mo.
Couples: $457/mo. |