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Personal Growth Financial Coaching
Personal Growth Financial Coaching
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Session Info

Before your first session

Contact me and say "hi".  Let me know what your interests and goals are.  Let's find out how I can help you.  If we agree that you'd like a session,  I'll send a questionnaire and a few forms to get more details (e.g. goals, incomes, expenses, debt, and savings) and we'll set and date and time to meet for about 90 minutes.

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Your first session - MUCH more than just an introduction

Using the information you supplied, I'll do my homework and prepare for our first meeting.   I'll analyze your financials in the context of your goals and prepare a comprehensive document for you. 


 This document  includes

  • detailed analysis and visualizations for your income, expenses, savings, investments, and debt 
  • a proposed plan on how you can achieve the goals you've outlined
  • reference material that I've assembled and curated to provide easy-to-understand explanations on topics relevant to your goals.  


We'll sit down with this document and review it together.  I'll ensure that you walk away understanding every bit of it and take as much time to explain it as you need.  Towards the conclusion of our session, we'll come up with a plan together to help you progress towards your goals.

Four examples pages

Example pages from an Initial Session document - click to view

Pricing

I currently charge $60 for our initial 90-minute session.  This fee includes all my analysis and document preparation, as well as any help you might need preparing for the session.  For many clients, this single session is enough for them to take the plan we develop and move forward with it on their own.


Should you want additional sessions for continued coaching, they are currently priced at $95 per hour.  If you wish to prepay for multiple sessions, I can give a significant discount based on the number of sessions.


There's no contract needed for any of my services.  You're not locked into anything.  I do this to give my clients the highest degree of flexibility and comfort.


And it's all RISK FREE

Here's the best part:  If you decide that this introductory session was all you need and you'd like to take the plan forward all by yourself, you pay me, we shake hands, and we both walk away happy that you got what you needed in just one session. Tell your friends what a great deal it was.   (If you ever change your mind, you can reach out to me for another session, of course!)


If by some chance you feel like the session was not worthwhile or useful, you don't need to pay me.  You heard that right -- our first session is risk free.  I'm confident that I will give you value for your money and your time, so if you feel like you didn't get that, I'm not going to take your money.  Tell your friends I treated you with integrity.


And if you liked our session and see the value with continued coaching, we can talk about setting up future coaching sessions that meet your individual needs and schedule.  Tell your friends that you're working with a coach who's helping  you kick ass and build wealth.


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