Let's Get Started! ☕️
Oftentimes getting started is the biggest challenge. When you look at your financial life, it might feel overwhelming or it might be difficult to know where to begin.
My Quick Start Coaching Intensive will get you on the right path! 🚀
Here's how it works:
👉 You'll answer a short questionnaire about your financial life. (See the questions here.)
👉 We'll have 90 minute coaching session. We'll clarify the key challenges for you and identify a prioritized plan of action. You'll know where to focus for maximum impact.
👉 I'll send you a summary of our discussion outlining your prioritized action plan and next steps to consider.
Often there are a small number of powerful financial moves that can dramatically improve your overall financial health. After my Quick Start Intensive, you'll know what those moves are and have a clear path towards putting them in place.
The cost of the Quick Start Intensive is $497. If cost is a barrier, please contact me - I have a limited number of scholarship slots available.
Limited Number of Complimentary 30 Minute Meetings
Convinced holistic financial planning is right for you? Interviewing several different financial planners?
I offer a small number of complimentary 30 minutes meetings to discuss what's on your mind and how we might work together.
Holistic Planning is ideal if you're looking for a partner to help you align your money with the life you want to lead. And it isn't the right fit for everyone. The standard annual fee is $4,997. (I offer a limited number of scholarship slots which can reduce the price to as low as $2,997). Contact me to see if I have any scholarship slots currently available.
Complimentary 30 Minute Meeting slots tend to fill up fast, so I encourage you to schedule as soon as you see an opening!
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.
