“OUR CHOICES CAN BE OUR BEST FRIEND OR OUR WORST ENEMY. THEY CAN DELIVER US TO OUR GOALS OR SEND US ORBITING INTO A GALAXY FAR, FAR AWAY. EACH CHOICE STARTS WITH A BEHAVIOR THAT OVER TIME BECOMES A HABIT. EVERY DECISION, NO MATTER HOW SLIGHT, ALTERS THE TRAJECTORY OF YOUR LIFE. IT’S TIME TO WAKE UP AND MAKE EMPOWERING CHOICES.”

PARTNERSHIP ANALYSIS & COMPREHENSIVE ANALYSIS

Both Include:

·       30-minutes to discuss your goals and values (via zoom)

·       I review your financial situation and prepare a spending plan (based on current spending habits, goals, and values), debt pay-off plan, and work up your current net worth, solvency, etc.

·       90-minute coaching session (via zoom)

·       Email support will be available during this entire process so that you never feel alone

The Difference:

In the Partnership Analysis, you pull together 3 months of bank statements and complete the financial worksheets on your own.

In the Comprehensive Analysis, you send me 3 months of bank statements and I complete the financial worksheets for you.

• Financial Worksheets include: Goal Planner, Asset Inventory, Liabilities List, Income Assessment, Expenses by Category with built in Budget and Net Worth Calculator.

MONTHLY ENCOURAGEMENT MEETINGS (60 minutes)

Monthly encouragement meetings are designed to give you the support and accountability you need to meet your goals. During these meetings we will review the previous month’s budget, progress towards your goals, and make adjustments as needed to ensure your financial success.

If you are ready to take control of your financial life, set up an appointment now.

*A few things to note:

1 – If you are married, you and your spouse should commit to and take part in every meeting.

2 – I will always tell you what I think you need to hear, although it may not be what you want to hear.

3 – All information provided via email or during our meetings will be held in strict confidentiality. 

4 – Payment must be received prior to each meeting.