My coaching sessions typically have three main goals
- I start by getting to know you, your passions, and your struggles
- We work together on creating a financial plan (I don’t just give you a pre-made, slightly edited plan and expect that you will follow it)
- We fine tune the plan as we see how it fits reality
Coaching sessions are very flexible. Do you need an hour long coaching session every week? Twice a week? Do you just need a 15 minute check in? These things are impossible to know when you are just beginning your journey. My plans provide a bank of time that you can schedule as you need or as we deem necessary.
Financial Coaching
- Option 1: FREE 20 minute consultation
- Option 2: $75/hr – One-on-one
- Option 3: $600 – One-on-one 10 hour bundle
- Option 4: $varies Group financial coaching (great if you have a group of friends that want to work on financial goals and help to hold each other accountable)
What Will We Work On?
My financial coaching philosophy is to provide individualized financial feedback, suggestions and tips. If two clients came to me with the same job, living in the same city, with the same income, expenses, similar home and family, my coaching would still look different between those clients based on their goals, hobbies and priorities. We can work on setting up for retirement, we can work on basic savings, basic financial education, accountability, full financial plan, or any other financial aspects of your life that you would like to discuss.
I do not engage in day trading, stock picking, or any other complex investing strategies that involve a lot of time. I see investing as a tool, not a hobby. I am happy to work with anyone who has those hobbies, I just will not have any constructive feedback related to those investing styles. I do have experience investing in real estate, stocks, bonds, mutual funds, ETFs and businesses.