Services

Q&A Call

Let’s have a 15-minute talk! This is FREE. You tell me about your situation and the problem you want to solve. We’ll determine if my skills are a good fit.

How It Works

1. Schedule a time for a call.
2. You'll receive an email confirmation.
3. I'll call you at the appointed time and we'll chat.

Discovery Session

This in-depth 2-hour session requires you to do “prep work” ahead of time, including a questionnaire and a worksheet.

In your Discovery Session we’ll discuss your financial situation and recommended action steps for moving forward to your goals.

Your investment for this is $255. This session may be all you need to get yourself going in the direction you want!

How It Works

1. Usually we have a Q&A Call before this, but feel free to jump right in and schedule a Discovery Session. $255 will be due at the time of scheduling.
2. You'll receive a confirmation email with some prep work.
3. We'll meet on Zoom at the appointed time. Allow 2 hours.
4. You’ll receive a Recap of your Discovery Session and recommended steps to move forward to your goals.

Coaching Program

If, after your Discovery Session, we agree that you would benefit from ongoing coaching, we’ll talk about options that are best for you.