Single financial coaching session

Service Description

Here's how it works: Think of this as an "Ask Me Anything" for when you have questions or need clarity on a course of action. A single session is typically best when you're looking for decision support around a specific topic, including: - Whether or not you're ready to buy a home - The best way to handle a large expense - Investing versus paying down debt - Refinancing debt - Strategies to improve your credit score - Choosing benefits at open enrollment - Optimizing your 401(k) or 403(b) - Making the most of your HSA - Contributing to a back-door Roth IRA - The best way to save or pay for college - Student loan debt management Once you've booked and paid, I'll send you a pre-session workbook to complete ahead of time so I can learn as much about you and your situation as possible ahead of time and make the most of our time together. I'll record our hourlong session and send you to you so you can rewatch and reference whenever you need! You'll have two weeks of unlimited email support to ask any follow-up questions or use me as an accountability buddy.

Cancelation Policy

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.

Contact Details