FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Personal Financial Coaching Session I: $25 - Initial Personal Finance Assessment (1 hour) Session II: $50 - Budgeting Strategy Session III: $50 - Debt Elimination Strategy Session IV: $50 - Saving Strategy Session V: $75 - Long Term Strategy Session VI: $75 - Saving for Retirement Note: Each Session is 2 hours. $25/ ea. hr over 2 Session VII: $50 - Each 1 Hour Follow Up to determine progress Option 1: Choose the assessment plus any other parts II thru VI, individually priced. Option 2: Choose the assessment plus all of II thru VI. ALL-INCLUSIVE PRICE of $299 (Regularly $325) Small Business Coaching Session I: $25 - Initial Small Business Assessment (1 hour) Additional Business Coaching: Strategic start-up coaching specific to your business needs. ($50/hour) Business Plan Development - $99 - $299
- What is your typical process for working with a new customer?
I am a Financial Strategist and Business Coach with a passion for assisting individuals with establishing and achieving their goals. The coaching process begins with the initial assessment (Financial or Business). During this assessment, the client's objectives are determined and then a 60-90 day plan is developed. The follow-up is recommended for accountability.
- What education and/or training do you have that relates to your work?
I am a lifetime learner. I aim to consistently gain knowledge of industry trends and changes in society, especially as this positively impacts clients that I work with. As for my formal education, I have a BA in Business Management (Finance) from North Carolina State University, a MA in Administration from Central Michigan University, and over 20 years of experience in the following career fields: fiscal and grant management, college financial aid counseling, insurance, personal finance, and small business coaching.