Achieve your goals together

One-on-One

Coaching

If you want to make clear financial choices or need help with your finances, scheduling a coaching session can be a good move. I can help you create a plan for your financial story, so you can express your vision for the future. We'll work together to ensure your decisions support your goals. Let me help you draft your money story. Together, we can craft the storyline you wish to tell.

What Are My Options?

What is the Drafting Session?

Drafting Money Plans

The initial and sometimes one-off session is called the Drafting Session. This session has some initial prep work, and once completed, we do a two-hour session. This session is designed to bring some clarity to your money and help draft a money plan to help you embrace the story that you are good with your money.

Initial Q/A Call is required before booking.

  • Duration: 120 Minutes (Drafting Session)

  • Intensity: Personalized

  • Investment cost: $250

Want more one-on-one time?

Booking Additional Sessions

At the end of the drafting session if you want to pursue a longer-term program. We have the Short Story. It is our 6-month program that includes 11 one-hour sessions. We hone your skills to evaluate and make financial decisions, improve your confidence when talking about money, and help create a system that works with you and is scalable on your own.

  • Investment cost: $2100- Paid in Full

  • Investment cost: $375- A Month

  • Duration: 60 Minutes Per Session

SHORT STORY: TABLE OF CONTENTS

CHAPTER 1

Weekly One-on-One Sessions for the First Month

(4 Total)

Identify and set up personalized money system

CHAPTER 2

Bi-Weekly One-on-One Sessions For Two Months

(4 Total)

Continue tweaking system and work on aligning actions with values

CHAPTER 3

Monthly, one-on-one Sessions for the remaining 3 months

(3 Total)

Honing the money talking and decision making skills

"Financial success, as well as most success in life, is not about perfection. It's about direction."

-Donald Lynn Frost

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