Financial coaching begins with identifying financial goals, then finding a starting point and developing a step by step plan to get to the finish line.
“Nothing happens without focus. Don’t try to do everything at once. Take it one step at a time.”
-Dave Ramsey
Initial Coaching Session
This session begins well before the actual meeting date. I’ll send you “homework” to help you get started on your financial journey. Once the forms are completed we will schedule our first session where we will dive into your financial goals and together we will make a plan that works for your unique situation.
Follow Up Sessions
These sessions will be scheduled based on a frequency of your preference. The objective of these sessions are to have an accountability partner to discuss the success as well as the pitfalls that you have encountered on your financial journey.