Personal financial coaching within Dave Ramsey’s Seven Baby Steps.
I work one-on-one with individuals and couples within the framework of Dave Ramsey’s Seven Baby Steps to Financial Freedom. Every person’s and family’s situation is different and every journey is unique.
Whether you’re paying off debt, saving for a first home, preparing for retirement, or just want everyday peace of mind, I am here to walk the path with you. Together, we can create a unique strategy that fits your unique life situation to help you reach your financial goals.
First Consultation
This first meeting is a one-hour one-on-one meeting to discuss your financial situation and goals and see if we are a good fit for each other. Pricing is also discussed during this meeting.
The consultation can be held virtually or in-person.
Pay-Per-Session
After the first consultation, you can choose to pay for each session as we schedule them. Each session is one hour and can be used to review goals or budgets, talk through any issues that come up, or celebrate a win!
Coaching sessions can be held virtually or in-person.
Session Packages
After the first consultation, you can also choose to prepay for multiple coaching sessions upfront. There are three packages, a 3-session, 6-session, and 12-session coaching package.
Coaching sessions can be held virtually or in-person.
Ready to move forward?
Send me a quick note, and I will reach out to schedule your consultation at a time convenient for you.