How It Works If You Become My Client
My coaching sessions are offered face to face, Skype, email or phone no matter where you are in the world, we can work together!
When you choose to work with me, I begin by sending you a financial overview and budget form to fill out. These must be received back to me two full business days in advance of your scheduled appointment. If any requested materials, documents or information is not submitted within that time frame, we may reschedule your coaching session. You assume all responsibility for providing accurate and complete materials documentation, and facts upon which our coaching is based.
All coaching will be subject to this general policy. If you are married, both spouses must commit to, and take part in, all scheduled coaching sessions including the 20 minute financial consultation.
Our initial 90 minutes coaching sessions, together with you: We will work diligently to understand and evaluate your current budget, goals, and resources; begin developing a strategy to meet and exceed your goals and recommend course of action we believe you should take. We will then schedule ongoing sessions weekly, bi-weekly, monthly or quarterly based on the progress of your financial goals.
When you choose to work with me, I begin by sending you a financial overview and budget form to fill out. These must be received back to me two full business days in advance of your scheduled appointment. If any requested materials, documents or information is not submitted within that time frame, we may reschedule your coaching session. You assume all responsibility for providing accurate and complete materials documentation, and facts upon which our coaching is based.
All coaching will be subject to this general policy. If you are married, both spouses must commit to, and take part in, all scheduled coaching sessions including the 20 minute financial consultation.
Our initial 90 minutes coaching sessions, together with you: We will work diligently to understand and evaluate your current budget, goals, and resources; begin developing a strategy to meet and exceed your goals and recommend course of action we believe you should take. We will then schedule ongoing sessions weekly, bi-weekly, monthly or quarterly based on the progress of your financial goals.
If you’re ready to start your road to financial freedom, I can help. Schedule your free 20-minutes financial consultation down below.