Frequently Asked Questions

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Unfortunately, by law, a financial coach cannot recommend specific investments.  (What you want for this is a registered financial advisor such as a Certified Financial Planner)  However, I can definitely give recommendations on the types of investments to consider and explain the pro's and con's of each, as well as point you towards some helpful articles on making wise choices to invest in.  I also love explaining what I know about different investment types, so if you're interested in learning about them, I'll gladly talk your ear off.

The risk-free introductory 90 minute session is $50.  (Please see Session info for more details)

My 2024 rate for subsequent sessions is $90 per hour.  (A quick google will show this is well-below what most coaches charge).  I'd also be happy to discuss lower rates for pre-paid packages of multiple sessions.

I currently accept cash, credit cards (including Apple Pay and Google Wallet), Zelle,  and checks for payments. 

Where we meet is mostly up to you. We can meet at a coffee shop, park, or restaurant.  I'm also happy to meet where you live.  I'm willing to travel within 20 miles of my home in Norwalk, CT.

Since I work a 9-5 career, I’m only available for coaching on weekday evenings and weekends. However, I’m confident we can find lots of mutual times to meet. Contact me and let’s discuss!

While face-to-face sessions are my preferred means of coaching, I now offer remote sessions via Google Meet for those who are over 20 miles away.

I will never sell or share your data and I take your privacy very seriously.  I keep any details I have on encrypted, private drives and I will delete any of your information at your request.  

The only exception of data I cannot delete are any billing records for taxes.  (I do not store any personal data in these billing records)

Nope and nope.  The only way this business makes money is through the coaching sessions themselves.  I'm not selling anything other than my time.  I have no partnerships with any company, product, or service.

For 2024, I offer my initial sessions at a discount of 60% -- just $20 for the following groups:

• Active US military
• Veterans of the US armed forces
• Norwalk CT First Responders
• Teachers teaching in Norwalk CT Public Schools

Just let me know when you book!

As of May 2024, I now offer a 90-minute presentation on multiple personal finance topics suitable for groups.  Please contact me for pricing.

My daughter Sophie designed my fantastic logo. Check out her gallery and contact her for collaboratively designed logos at a very low price.