FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
I believe in making financial coaching accessible, which is why I offer a FREE initial consultation to better understand your goals and challenges. After that, pricing will be based on the personalized services you need, whether it's a one-time plan or ongoing support. I aim to provide value that fits within your budget, so you’ll always know exactly what you’re paying for. Discounts and packages are available for long-term coaching, and I’ll make sure to discuss all pricing details upfront, ensuring you feel confident and comfortable moving forward.
- What is your typical process for working with a new customer?
Free Consultation – We start with a no-cost, in-depth consultation to understand your financial goals and challenges. Personalized Plan – I create a customized financial plan tailored to your unique needs, whether it’s improving credit, eliminating debt, or preparing for homeownership. Step-by-Step Guidance – I’ll walk you through each stage, breaking down complex concepts into simple, actionable steps. Ongoing Support – You’ll have my full support throughout the process, with adjustments made as needed to ensure you stay on track.
- What education and/or training do you have that relates to your work?
I am currently pursuing a Bachelor of Science in Finance with a concentration in Real Estate, which has deepened my knowledge of financial planning, investing, and real estate principles. Alongside my academic background, I’ve gained valuable hands-on experience by transforming my own financial situation, including improving my credit and successfully investing in rental properties. This combination of formal education and real-life experience allows me to provide practical, actionable financial guidance to my clients.