The consultation is the first step towards succeeding with your finances.
The Initial Consultation
During the initial financial coaching consultation we will discuss your financial situation. We will discuss the things about your finances that you are concerned about. You may share things that you are doing well with, as well as things that you are struggling with. You may also feel free to mention more specific items such as debt, or inability to follow a written budget, or frustration with financial situations specific to you.
The goal is for me to learn as much about your situation and how I can help you. The more information you provide during the consultation, the better picture I will have. This will help me to figure out what things we can work on first during the official financial coaching sessions.
The initial consultation is also a time for you to learn more about the coaching process. You can also ask specific questions to learn how financial coaching can work for you. During the consultation, we will decide if financial coaching is right for you and for your situation. Then we will discuss the cost and schedule a date and time for the first coaching session.
What to Bring With You
Here are some things to bring with you to the coaching consultation
How to Get Started
Are you ready to meet to see what coaching can do for you?
The First Step
The very first step in setting up the consultation is to fill out the form below or give us a call. If you are ready to make a change, and see what financial coaching can do for you, contact us today. We are ready to meet with you.
Schedule an Appointment
Please fill out this form to schedule a financial coaching consultation.