Coaching Consultation

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.

Schedule an Appointment

The first step is to schedule an appointment for us to meet. You can fill out the form below or call to set the time and date for the consultation.

In Person Consultation

If you are able, we will schedule the first meeting in person. The consultation is approximately a one hour meeting done locally at our office.

Video or Phone Meeting

If we are unable to meet in person, the initial meeting can always take place over the phone or utilizing Zoom to meet.

What to Bring With You

Here are some things to bring with you to the coaching consultation

General Information

Please bring information that is pertinent to our consultation. These items might include balances on debt accounts, or investment accounts. It will also be helpful to know your income and expenses, or if you have a written budget of any kind.​

Account Statements

If there are any specific financial documents that you want to discuss during the consultation, please bring those. These could be account statements, or bank letters. These items could be helpful in our discussion.​

Written Questions

Please write down any questions that you would like to ask during the consultation and bring them with you. I want to make sure that I provide you all of the information you need in order to make an informed decision about financial coaching

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.