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Ready to move forward with your finances? Read more about my two intro sessions, and choose your adventure below!

1. Free Financial Fitness Q & A Session - We will meet via Zoom (a web conferencing software) for 20 minutes to talk about how coaching can help you move forward with your financial goals. I will listen to what problems you’re currently experiencing in your finances, share with you why the typical money management systems don’t work well for personal finances (they work for businesses), and teach you how financial coaching can help you implement the processes that will get you back on track with your finances.
   

2. Initial Coaching Session (“HIIT” Session) - In my HIIT (High-Impact Initial Training) Session, we will meet via Zoom for 2 hours and create your personalized financial fitness plan. We will take a deep dive into your specific numbers, search for leaks in your spending, and analyze each spending category to find ways to allocate more dollars toward your #1 goal. I will also teach you my custom money management system, so that when you walk away from the session, you will be able to implement any changes you want to make and continue to use your new, organized system successfully.
   
   Note: There is a significant amount of prep work needed prior to this session so that we can use the entire two hours to talk strategy, so I recommend booking about 10-14 days from now to allow yourself time to complete it. Included in the cost of the HIIT Session is up to two hours of me reviewing that prep work before our call and a 15-minute “Stretch It Out” call a few weeks after our session to help you tackle any snags might arise during the implementation process. In order to fully review your prep work ahead of our HIIT Session, I will need the prep work returned (via email or Google Drive) 48 hours ahead of time.