Need one-on-one support for your personal finances? Book a one-on-one coaching session to create a budget, eliminate debt, how to save for large expenses or any financial goals you have. You'll get:
- 50-minute 1:1 video conferencing call
- Set & Don't Stress Budget Planner Printable
- One week of Email Support
Here is exactly how it will work. Immediately after the purchase, you will receive an email from me with the coaching agreement, pre-coaching questionnaire, and a request for your preferred dates, days, and times for the meeting. Once I receive the signed coaching agreement and confirm the time, I will send the link to the video-conferencing session.
It is recommended that three months of bank and credit card statements or transaction listings be gathered before the session.
There is no availability between 10 PM MST and 9 AM MST. Investment advice and product recommendations cannot be discussed.