Success Stories

The combination of getting to know you, learning how you work with money, uncovering obstacles and giving you customized tools are something that only a coach can do. Books, courses and other guidance can only cover the low hanging fruit of financial tips. Coaching provides that deep-dive solutions that provide sustainable results and the accountability you need to make it happen. I will cut through all the generic financial tips, suggestions and advice to deliver the information that’s right for you.

I work with you and your schedule.  At a minimum, we will have an initial two-hour intake session followed by seven coaching sessions. The duration of the sessions is usually 30-60 minutes and they are held by-weekly.

If we need to connect outside of these times, you will be able to set additional meetings as necessary.

Because I don't sell insurance or investments, clients find my unbiased approach refreshing. 

I focus on education, mindset, behavior and habits.  My role is to help you understand the importance of surrounding yourself with wise counsel, answering any questions you may have, etc. but I do not provide advice on products to choose.   

If we determine a need for an educational program, online course, or coaching program, there may be an additional charge for those services.

While there are some foundational habits and behaviors everyone needs to master, the benefit of my coaching process and extensive training is I will adapt the concepts, principles, action items and resources to your unique needs.  While the tools and resources may be similar from client to client, how they are implemented varies so they actually work for the long term.

Most coaching is performed virtually via Zoom but if you are local, I'd be open to meeting in person. 

What happens in a coaching session, stays in a coaching session. 

I also don’t collect any personal data (social security number, bank account info, etc.).  I do not share your email or any other contact information with any outside agency, vendor or partner without your approval.

You need to feel safe in the coaching relationship and I do everything I can to make you feel comfortable.

This is a judgement free zone. 

Coaching is about moving forward, not beating ourselves up over past mistakes. Regret, embarrassment, and guilt are common feelings clients share with me, but my job is to offer solutions that empower and uplift you.

Results vary by client and the effort they put in, but most clients report that ‘peace’ has started even after their first meeting.  It’s also common for my clients to experience improvement in their relationships and sleeping within 45 days. Financially, clients fully implementing the program report an average improvement of cash flow of $600 per month.