Money Coaching packages

During this meeting, we'll take a broad look at your financial goals, assets and liabilities, and create a basic plan using strategies and tools that will help you on your journey to reach these goals. Also included will be a 30-minute follow up meeting over the phone or on Zoom two weeks after our initial meeting to make sure you're on the right track with your plan. During  this two-week period, please feel free to email me with any questions. 

In our initial two-hour meeting, we'll discuss your financial goals, unpack your history with money, discuss your assets and liabilities, and create a roadmap forward for you using effective tools and strategies to help you get to where you want to go. 

Also included will be four 30-minute follow-up  Zoom meetings to make sure you're on track. These meetings will be every two weeks after the initial meeting. During these two months, feel free to communicate via email if you have questions.