FINANCIAL
COACHING

Virtual appointments are available nights and weekends at a rate of $100/hr in 15-minute increments. 

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We typically start with a 30-minute conversation understanding your needs and quickly navigate the one-page financial template. Most clients complete the template independently and we are available to answer any questions. Afterward, we review the initial figures together and propose a reasonable solution. Once we finalize your strategy, you may schedule brief quarterly or annual follow-up visits to ensure you stay on track.