The Process

Financial coaching is an ongoing, personalized process designed around your goals and needs. Contact me to get started.

Pattern

The Consultation

Contact me to schedule your complimentary consultation. In this virtual session, we’ll explore your situation and see if financial coaching is the right fit for you. The session typically lasts around 45 minutes. At the end of the session, if coaching is the right fit for you, we will book your first coaching session.

Coaching Sessions

Coaching sessions are one hour and primarily held virtually. For local clients, I’m happy to meet in person when it feels especially helpful. Most clients complete 6–9 sessions, though some prefer ongoing support or occasional check-ins to stay on track.

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