THE PROCESS

Contact me for your first coaching session. We will agree on a day and time to meet. Once you complete your pre-meeting checklist, I will review your finances and questions before hand. I will then listen to your concerns and address your questions at your session.

MY ROLE

It is my job to provide the information and direction for you to reach your personal and financial goals. I will help you understand your current financial situation. We will discuss your goals and together we will cover your monthly budget, debt repayment strategy and investment options.

YOUR ROLE

Be prepared to discuss, in confidence, your finances as well as your feelings about money. After our meeting you will have decisions to make. There may be sacrifices and difficult decisions. But the journey to your financial freedom will provide you with peace you are looking for.

Next Steps...

Begin your financial transformation today.