FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Initial Consultation My goal for this session is to understand your situation and the challenges that you are facing. I will offer you guidance and encouragement to work through these challenges. Initial 30 minute consultation is always complimentary One Month At A Time Let's get to work! Whether it's small changes that have a big effect or big changes that propel you forward, we will work on getting you on the path that you want to be on for now and the future. $125 per 60 minute session 3 Month or 6 Month Plan I want to give you options to work on your financial challenges while balancing the rest of your life. With these plans, you can take time to see your new strategies take place and how they are making changes to your financial future. $325 for 3 sixty minute sessions $600 for 6 sixty minute sessions
- What is your typical process for working with a new customer?
We will find a good time to meet virtually (or in person for local customers). Before the meeting I will send you forms to fill out to give me an idea of the financial challenges you are facing and the goals you are working toward. Then we can take the time for our initial consultation to work on starting a plan. To continue we will either establish a long term schedule or one meeting at a time.
- What education and/or training do you have that relates to your work?
I have a BS in Business Management, worked in Customer Service, Logistics and Production Planning for 10 years, 5 years experience owned and operated a small print marketing company helping other small business owners, Financial Coach Master Training and Financial Peace University class lead coordinator