What will you do for my financial situation?
So many Americans feel hopeless. They feel lost. They think they will have to work forever. They think debt is just part of life. What we will do is look at your individual circumstance and apply a proven plan to drastically improve your financial situation in the shortest amount of time. If you have never budgeted before, if you have debt up to your eyeballs, if you’re hoping to retire in the near future, if you are thinking of filing for bankruptcy, if you think you’re on track for retirement but aren’t quite sure…wherever you are with your finances, we will work together to get you on a path for a prosperous future.
Do you sell investments or insurance?
No I do not. I do not sell anything.
Is what we discuss confidential?
Absolutely! I take my responsibility of coaching you very seriously and what we discuss stays completely confidential.
Where do we meet for coaching sessions?
We can meet at a nearby location, which is TBD due to COVID-19, or we can meet virtually on Zoom.
Does my spouse have to be at the coaching sessions?
Finances are an especially important part of any marriage, and it is crucial that both spouses are on the same page. Both spouses will be required to be at every coaching session. If one spouse is unable to make it, we will reschedule the session.
How many sessions will I need?
That will depend on your individual situation. Most clients will need anywhere from 1-6 sessions. The best way for me to determine an idea of how many sessions you may need would be to schedule a 15-minute complimentary phone consultation with me.
So many Americans feel hopeless. They feel lost. They think they will have to work forever. They think debt is just part of life. What we will do is look at your individual circumstance and apply a proven plan to drastically improve your financial situation in the shortest amount of time. If you have never budgeted before, if you have debt up to your eyeballs, if you’re hoping to retire in the near future, if you are thinking of filing for bankruptcy, if you think you’re on track for retirement but aren’t quite sure…wherever you are with your finances, we will work together to get you on a path for a prosperous future.
Do you sell investments or insurance?
No I do not. I do not sell anything.
Is what we discuss confidential?
Absolutely! I take my responsibility of coaching you very seriously and what we discuss stays completely confidential.
Where do we meet for coaching sessions?
We can meet at a nearby location, which is TBD due to COVID-19, or we can meet virtually on Zoom.
Does my spouse have to be at the coaching sessions?
Finances are an especially important part of any marriage, and it is crucial that both spouses are on the same page. Both spouses will be required to be at every coaching session. If one spouse is unable to make it, we will reschedule the session.
How many sessions will I need?
That will depend on your individual situation. Most clients will need anywhere from 1-6 sessions. The best way for me to determine an idea of how many sessions you may need would be to schedule a 15-minute complimentary phone consultation with me.