Single financial wellness coaching session
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:
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Whether or not you're ready to buy a home
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Questions about your Health Savings Account
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The best way to handle a large expense
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Investing versus paying down debt
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Choosing the best way to refinance your debt
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Strategies to improve your credit score
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Choosing benefits at open enrollment
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Optimizing your 401(k) or 403(b)
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Contributing to a back-door Roth IRA
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The best way to save or pay for college
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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.