Why do I need a Financial Consultant or Coach?

Ever thought finance was a foreign language? Ever had a hard time breathing or sleeping with finances keeping you up? Or how can my company make more money?

This is where I come in. I help navigate the financial world, and will be your guide to making it easier so you can breathe. You will be able to sleep knowing there is a plan and a way to your financial freedom. Let me take the worry on, so you can live your life.

How do we start working together?

First things first, don't be nervous. We'll start with a free consultation to determine YOUR needs. I want to understand your situation or personal projects so we can develop a plan that works for you

What should I do to prepare for the first session?

Individuals/Families- Bring any and all questions you have! What is it you are trying to achieve? I want to get to know you, so we can work together to on YOUR goals.

Businesses- Lets discuss what you are looking for and what financial problems you need solved.

What are your prices?

Pricing is based upon what is needed.

If you are an individual or family, there is a monthly plan.

If you are with a business, there is an hourly rate based upon what type of project we will be partnering on.

How long does an Engagement last?

Working with individuals/families have a minimum of 3 months. This is so we can establish a plan, work on tweaking habits, and start to see results.

Engagements for special projects will vary.