Need one-on-one support for your personal finances? Book a 50 minutes 1:1 coaching session to create a budget, eliminate debt, how to save for large expenses or any financial goals you have.
Here is exactly how it will work. Immediately after the purchase, you will get 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 get the signed coaching agreement back and confirm the time, I will send the link to the video-conferencing session.
It is recommended to gather 3 months of bank and credit card statements before the session.
No availability between 10 PM MST to 9 AM MST. Investment advice and product recommendations cannot be discussed.