How can I afford your services if I’m having money troubles? It doesn’t make sense.

This is a fair question, and clients are often surprised to learn the answer during the Freedom Session, a 2-hour appointment where we discuss and assess your money situation. I have helped countless people, friends and family included, with creating short-term money management plans (see Services page) that have completely changed their course of life. Since my services last for a lifetime, I feel the price point is fair and worth the value.

Is this program for individuals or couples?

This program is designed for either individuals or couples. It’s also okay if partners are on different pages with how they save, contribute or spend money. My role as a coach when helping develop budgets brings a new different perspective to my clients, offering value beyond the black and white numbers.

Can we meet in person or virtually?

We would meet virtually using Zoom. This app is super user friendly with a quick download. If you are local and would like to meet in person, just let me know.

How many sessions are included in the First Steps to Financial Freedom (4 month), and Financial Freedom Forever (7 Month) programs?

For each program in the first month we will meet for an hour once per week. After the first month we will meet biweekly. If something comes up any time in between, you have unlimited email access to me. I will respond to your email within 24 hours. If you have a financial issue that you need to work through between scheduled appointments, we can discuss adding an additional session. I am willing to add one additional hour-long session at any time it is needed during your coaching package - for FREE.

Will you put together a budget for me?

Yes! If you register for one of my ongoing coaching packages I will build out your personal budget. This will be prepared for you after the Freedom Session. In our first scheduled session we will begin to go over the numbers. Over the course of the first months we will fine tune these numbers. This will move you that much further on the path to financial freedom!

Can I cancel my appointment?

I have a very strict “no cancellation” policy. I do this just as much for you as me, maybe more. I know that handling your money can be stressful. To look at the situation yourself can be overwhelming - but to let someone else in, to see where you are, to put yourself out there can be scary. I know that you will more than likely get cold feet. I am going to urge you to KEEP YOUR APPOINTMENT. We can work through this together. I assure you, there is nothing that you could show me that I haven’t seen or done before. I am in your corner. We got this!

Can I set all of my appointments up in advance?

Yes! If that is most convenient for you, please go into my Acuity scheduling page and schedule every one. If it is easier, you can schedule just a few ahead.