My coaching sessions typically have three main goals

1. I start by getting to know you, your passions, and your struggles
2. 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)
3. 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: $399 Financial Alignment
• Option 3: $999 Basics to Independence
• 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?

Option 1: Let’s have a quick chat about what I can help you with. This is a no obligation call. If we discuss something that I cannot help you with, I can always provide resources or refer you to an expert in that field. If I can help you, we can discuss if Option 2 or 3 would better fit your needs at this time. No need to prepare anything, just book and chat.

Option 2: If you have driven a vehicle and your car veers to the right or left when you take your hands off the wheel, you might need to go to a mechanic to get your wheel alignment checked. When life gets busy, your finances might also start to veer off and you might lose track of where your money is going. Maybe you are thinking of combining finances with a new partner, maybe you just got married or are having a child. When life starts to throw changes at you, a Financial Alignment will help you see clearly and make sure you are still hitting your goals (or help you make new goals). A Financial Alignment can help you see financial opportunities that may be hidden to you. Are you taking your company match? Are your HSA, 401k, 457 accounts invested? What are the fees? Should I buy real estate or rent? What insurance might I need? These are all question you may face. I am advice only and I do not sell you products. I taught for over 10 years and enjoy helping people make sense of cents and take ownership over their own financial health.

Options 3: Basics to Independence is a 6 month program where we dive deep into your current financial situation, identify what you know, where you want to go, and create a plan to get you there. We then spend time setting short term goals and checking in to make sure you are on track to being independent with your own finances. You don’t need to pay someone 1 or 2% of your wealth to manage your investments if you understand how things work and make educated decisions. Check out my “influenced by” page to see who I have learned from. I coach differently depending on your goals.

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.