Free 30-minute Discovery Conversation
We want to ensure this is the right process & fit.
If you agree to move forward we will schedule our first full session.
During Covid 19 we will meet via video chat or phone.
Coaching by the Hour
$125/hour or
Annual Package
4 Sessions for $400
You need to make a financial decision "to get you where you want go".
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You call & brief me on your situation, questions, goals, etc.
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We set a meeting in-person or via Zoom.
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You send me your financial data & I prepare a draft plan.
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We meet to define goals, discuss your options & pros and cons.
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Create "Save & Spend" strategies that work for you!
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(This can be one or two sessions depending on your current situation and goals. You decide! You leave your investments where they are.)
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Benefit from support and guidance along the way.
Future add-on: Schedule sessions to Celebrate & Adapt every 6 to 12 months,
