1:1 Coaching

This is where the magic happens.  My passion lies in helping people flip a switch when it comes to their finances.  The Ignite Session is designed to do just that.  It is a 2 hour session that can either be in person or via video conference ($25 discount).  This is where all clients begin.  We will focus on assessing your financial situation, establishing a fresh way to approach money, and set the beginning stages of planning.  If you would like to have a quick conversation before scheduling an Ignite Session, you can setup a phone call here


 
 
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Assess

  • We will do a rundown of what your finances look like today. Do you need to kick the debt habit or are you ready to initiate a freedom plan now?

  • Do you have an immediate problem that needs addressed? We will review it in depth.

  • What's most important to you? My job is to help you enhance your life, not restrict it. Let's dive into what is most important to you, so that it is baked into our planning.


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PLAN

  • The key lies in creating a simple, executable plan that is personalized to help you align your finances with the rest of your life. Everyone's will be unique.

  • We will develop a system for tracking your money easily and with purpose. Most budgets focus on the present. Your budget will help guide you today; but more importantly, will set the direction for tomorrow.

  • My job is to help you become CEO of your own life. You don't have to be a numbers expert. You just need to understand the key metrics that ensure that you're on your way to financial freedom.


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EXECUTE

You can expect the following takeaways from our coaching sessions together.

  • A new level of confidence when it comes to money. We will develop a plan that will transform the way you think about money, and I'll provide you the tools to help you get there.

  • Your personal growth will take a huge step forward. Money problems creep into so many different facets of our life that making progress with your finances will pay big dividends elsewhere. This should remove a couple of layers of stress from your head space. Replace it with growth in other aspects of your life and watch the dominoes fall.

  • Your values and your money will be more closely aligned. My program is designed to help you find the right balance between living for today and living for tomorrow.

 

Who Are My Typical Clients?

 

Why'd I Get Into Coaching?