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Single financial wellness coaching session

Image by Avel Chuklanov
Here's how it works:

Think of this as an "Ask Me Anything" for when you have done all the research and just want to clarify a couple lingering questions or want an unbiased expert opinion on a course of action. This option 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

  • Questions about your Health Savings Account

  • The best way to handle a large expense

  • Investing versus paying down debt

  • Choosing the best way to refinance your debt

  • Strategies to improve your credit score

  • Choosing benefits at open enrollment

  • Optimizing your 401(k) or 403(b)

  • Contributing to a back-door Roth IRA

  • The best way to save or pay for college

  • Student loan debt management

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Hint: A lot of clients like to start with one session just to make sure we are a good fit, then we move into the ongoing subscription model.

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