INTRODUCTORY SESSION

Financial Counseling

Are you living on less than you earn or living beyond your means?

Have you determined how much to set aside for non-monthly and emergency expenses?

Do you have a debt payoff and/or retirement savings plan?

This Introductory Session is designed to help you determine if you are on the right path financially for the lifestyle you desire. It will guide and support you in reviewing your basic needs and ideal lifestyle so you can create a plan that empowers you in making better decisions for yourself and your future.

$99 for a 50-minute Intro Session

Retirement Coaching

What do you value most and how will you integrate it into your life?

How do you want to spend your time, energy and money now that you’re retiring?

Have you thought about the non-financial aspects of retirement?

The purpose of this session is to empower you to clarify your values and create a vision for your ideal retirement lifestyle. You’ll determine what is possible for you so you can create a retirement transition plan that resonates with who you are and all that you want to experience in the future.

$99 for a 50-minute Intro Session

Introductory Sessions are optional add-ons to the free KNOW Your Numbers exercise.

The purpose of these Introductory Sessions is to provide you with an opportunity to work one-on-one with me at a reduced fee so you can walk away with even greater clarity, confidence, and a customized plan of action.

If you haven’t already, click on the KNOW Your Numbers link at the bottom of this page to access the exercise.

Find Out More About the Benefits of Working Together