"The one thing financial advice shouldn't be is unaffordable."
I will review your budget and we will discuss ways to cut costs. You will be connected to resources to get you one step closer to your goals. Don’t have any goals? No problem! We can figure them out together.
Session One (1 hour): We will review your income, expenses, debts, and assets.
Session Two (1.5 hour): You will receive a detailed picture of your current financial situation with recommended next steps and resources to help you with your biggest financial concerns. Depending on your needs, you may receive the following:
If you want someone to walk beside you, encourage you, and hold you accountable, regular coaching sessions might be right for you. We will discuss what works best for you and you can choose from weekly, bi-weekly, or monthly check-ins.