Let's Talk! ☕️
There are a number of different ways you can work with me. I discuss each of them on the Services Page. But no matter which path is right for you, the quickest way to get moving down that path is to have a relaxed chat with me! 🤠
The way I look at it, one of the primary benefits of financial planning is that it facilitates healing in the area of finance and money. Sitting down and sharing with another person what's on your mind is how we begin that journey.
That's why I offer a complimentary, thirty-minute consultation & fit meeting. There's no pressure, no obligation, no sales pitch and no expectation that you make any decision in this initial meeting. The goal is simply for us to get to know one another a bit.
And I get it. It's uncomfortable to sit down and share about something so personal. There's no rush! Book the meeting when it feels right for you.
And I might encourage you to sit with any discomfort and see if it has anything to tell you. 😉
And If you'd rather get started by shooting me an email, please do!
Contact details can be found on the Contact Page!
Three Intentions
I hold three intentions for every meeting we have together, including this initial consultation meeting.
First, to hold a safe, non-judgmental and shame-free space for you to share what's on your mind.
Second, to be of service in whatever way possible. If I don't have the right solution for you, I'll do my best to connect you with other resources which might be a better fit.
And third, to help you decide for yourself what the next right step is. In the beginning, that of course includes helping you decide if my services are a good fit for you.
Looking for some DIY resources to get started on your own? Check out my free Guide to Financial Planning for Therapists. Click here to access!