Introductory Call with Kelley
To chat about your needs and see if we are 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 we'd like to work together and how that will look. If not, no worries - not everyone is a fit and I typically offer some guidance on alternative solutions when that's the case. 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 both of our 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.