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All coaching begins with a Free Introductory Call. Book today to discuss your situation and determine which package is best for you.
All coaching begins with a Free Introductory Call. Book today to discuss your situation and determine which package is best for you.
Free 30 minute consult to learn more about my process, discuss your goals and decide if we're a good fit. I typically recommend proceeding with the Deep Dive as a next step, but some clients prefer to jump right into a 3 or 6 month package.
Deep Dive - $350
The Deep Dive requires completion of a couple of forms prior to our first 2-hour call. These forms provide me information about your knowledge and feelings about money, as well as a snapshot of your current financial health. During this call, we'll use the completed forms to guide our conversation, diving deep into the information you've provided so that have a clear picture of your current financial health and your goals. Depending on the completeness of the information provided, we may also have time to run scenarios and provide recommendations during this call. We will schedule a 30 minute follow up call to review the possible plans if we did not get there during the first call, otherwise, this time can be used to answer any questions you have after reviewing the plan. The Deep Dive includes:
One 2-hour session and a follow up 30 minute session
Draft Spending Plan
Net Worth Worksheet
3 month package - $1200
This package is structured with a weekly 1-hour session for the first four weeks and a 1-hour session every two weeks for the next eight weeks.
Eight 1-hour coaching sessions
3 months of email support in between sessions
6 month package - $1800
This package is structured with a weekly 1-hour session for the first four weeks, a 1-hour session every two weeks for the next twelve weeks and a 1-hour session every four weeks for the next eight weeks.
Twelve 1-hour coaching sessions
6 months of email support in between sessions
Maintenance - $200/month
This is only offered to clients who have completed the 3 or 6 month package. It includes ability to ask me a question via email anytime and one 1-hour session per month.