Financial coaching occurs over the course of 4 to 6 one-hour meetings, offered in person or via Zoom.

At the very first meeting, clients explore their financial well-being and begin goal setting and prioritizing. Later, we discuss tracking spending and credit, develop plans to pay down debt & building short-term and long-term savings, talk about money history and values, and understand net worth and financial measures.

In later meetings, clients transform goals, building confidence to achieve these goals moving forward. After completing these sessions, clients have the opportunity to meet for financial check-ups every 3 to 6 months.