Our Services

 
 

The first step is having a conversation. Schedule a free consultation to find out if financial coaching is right for you.

 
 

Let us pay your bills for you so you can spend more of your time doing what you enjoy.

 

Financial Coaching

Free 15 Minute Consultation

The first step is finding out a little about each other and determining if my services are a good fit for you. Many coaches and consultants call these “Discovery” meetings. You certainly shouldn’t have to pay to find out if I can help you or not so let’s have a free 15 minute conversation first. After that, we will be in a better position to decide if you should move forward with our Foundation Training Session.

Foundation Training Session

Once we decide to work together, the next step is to schedule a Foundation Training session. I will send you a client questionnaire and other “homework” that you will complete and return to me. Then we will schedule a two hour one-on-one coaching session where we will talk about your goals and challenges. Your session will be held via video conferencing, giving you more scheduling flexibility and eliminating your need to travel. We will discuss in detail your income, expenses and your current spending plan. At the end of our meeting, I will provide specific steps for you to take to get started on your path to financial fitness.

Other Services

Longer term services are also available after completion of your Foundation Training. These programs are designed to help you with both technical and behavioral challenges in implementing your plan. I also provide ongoing accountability as you move closer and closer to complete financial fitness. Extended coaching will help you gain confidence in implementing the techniques presented in your Foundation Training.


Daily Money Management

Bill Payment Services - starting at $294/month

We offer personal bill payment services to help manage the personal financial tasks of individuals, couples, and busy professionals. By outsourcing your bill paying responsibilities, you gain freedom to do more important things and enjoy your life.