Discovery Call with Kelley
To learn about Find Your Financial Bliss & see if we're a good fit.
- 30 min30 minutes
- Via Zoom, audio only
On the call I’ll get to know you, ask some questions about your finances, lifestyle, the journey you’ve been on with money so far, and learn about your values and goals. At the end of our call, we’ll determine if you’re the perfect fit for the program. If so, I’ll invite you to sign up and we’ll kick off your onboarding to get the pathway started! If it’s not a good fit, that’s totally okay too. There are no obligations on your end, and we’ll still be great friends! I will suggest something else you can do to achieve your goals and point you in the right direction. Let’s find your financial bliss™! N O T E S : • Bookings close 2 days before the session starts. • Cancellation Policy: You may cancel or reschedule your session within 2 days of the session start date. If you need to make changes after that, please contact me to explore options. No-shows who do not contact me before the session time are not eligible for refunds in cases where the session has a fee.
Please respect my time and reserve the time you schedule a call with me as an important obligation. If you need to cancel or reschedule, you may do so via my website within 2 days of the session start. If you need to make changes after that, please contact me to explore options. No-shows who do not contact me before the call time may not be offered the opportunity to reschedule.