Schedule Session
Using the links below, please select a coaching session that best meets your needs.
To schedule a Free 15-Minute Consultation, click on the link below.
Initial Consult
Once a coaching session is confirmed, you will be asked to share a financial snapshot.
We will begin understanding your current situation, future needs, and next steps.
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Action Planning
Create goals and action plans, and conduct a budget review and/or development.
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Focus on proven life-changing solutions to eliminate debt, increase savings, and build wealth
Follow-Up
Coaches will follow-up in writing to provide recommendations, action plans, and to share resourcs that will support the progress and success of the client.
60-Minute
Financial Coaching Strategic Session(s)
$130
15-minute Free Consultation
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60-minute personalized virtual or face-to-face Coaching Session
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Post-meeting follow-up with recommendations and action plans
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Emails, texts and brief calls between sessions for accountability and support
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7 Session
Financial Coaching Immersion Series
BEST VALUE!
$500
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30-minute Free Consultation ($65 value)
(3) 1-hr face-to-face or virtual Coaching Sessions ($390 value)
(3) 30-minute virtual Coaching Sessions ($195value)
Post-meeting follow-up with recommendations and action plans
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Emails, texts and brief calls between sessions for accountability and support
630-327-1765
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