One Conversation Could Change Everything
Financial Counseling Intro Session
Do you know if you are living on less than you earn or living beyond your means?
Are you living just for today or actively taking care of yourself now and in the future?
Do your emotions interfere with your ability to make good choices financially?
This Introductory Session is designed to help you experience greater clarity about what you most need to change in your relationship with money so you can align money with meaning to create a life you love.
We will use our time to review any goals and concerns you have at this time to determine how you can best take care of yourself financially.
How would you like to use your session?
Depending on your unique needs, we can:
Review money mindset or emotional triggers,
create a spending plan (Budget),
determine a debt-payoff schedule,
create a savings strategy,
or address any goals or concerns not mentioned.
Once I receive confirmation of your payment, I will send you a questionnaire to fill out before we meet so we can determine how to best use our time together.
$99 for a 50-minute Intro Session
Retirement Coaching Intro Session
How do you want to spend your time, energy and money now that you’re retiring?
What do you value most? How and when will you integrate it into your life?
Have you thought about the non-financial aspects of retirement and their impact on your future?
The purpose of this Introductory Session is to clarify what matters most to you in this next, great phase of your life so you can create a vision for your ideal retirement lifestyle.
We’ll review your personal goals and concerns to identify which area(s) of retirement to focus on so you can begin to create your vision and plan.
Where would you like greater clarity?
Think about what changes will impact you most:
Personal Fulfillment
Identity + Sense of Purpose
Structure + Routine + Social Connection
Physical Health + Financial Well-Being
Or anything not mentioned above.
Once I receive confirmation of your payment, I will send you a questionnaire to fill out before we meet so we can determine how to best use our time together.
$99 for a 50-minute Intro Session