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Money Coaching Services

There are many ways to engage with a personal finance coach. All of my coaching kicks off with an introductory call for us to get to know each other and a 2-hour "You Are Here" call. Clients can choose to continue with long-term coaching for 3-4 months to solidify healthy money habits, go deeper into investing / saving / debt strategies, and accomplish goals with greater accountability.

Let's Chat

A free 20 - 30 minute introductory call for me to learn about you and you to learn about me. You'll tell me about your goals and struggles and I'll tell you about what my coaching can offer.

2

"You Are Here"

In this 2-hour deep dive call, I will share an analysis of your current financial state. We will discuss your financial goals, obstacles, and strategies. Walk away with a concrete action plan and resources.

3

Continuous Coaching

Partner with me for 3 - 4 months to build new habits and make real changes in your finances. Topics include: aligning finances and values, making big financial decisions, investing, saving strategically, and more.

Sliding Scale Pricing

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Group Workshops

I offer free 50-minute workshops for groups. Please reach out to learn more about bringing me to your book club, soccer team, family reunion, etc!

Phone

301-257-1398

Email 

Let's get going!

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