Confidential One-One-Series

Everyone’s financial situation is different. Personal finance is just that—personal. The one-on-one sessions provide personal attention and afford you the opportunity to ask specific questions in a private environment. You will have your very own coach to encourage you throughout your journey on the road to financial wellness. You will meet with your personal finance coach for multiple sessions to assess your financial challenges and identify opportunities for improvement.

Meeting #1: Free 30-minute consultation

Meeting #2:  In-depth assessment of your personal situation, goal setting, assignment of homework

Meeting #3:  Review assignment, develop spending plan based on your goals and resources

Meeting #4: Presentation and explanation of your personalized written Plan of Action for continued success

Post-meeting phone consultations:  Up to three phone consultations.

Schedule your free 30-minute