Book Your Complimentary Consultation
01
Schedule Your Complimentary Call
Use the scheduler below to book a complimentary 30-minute financial coaching session in my calendar. Choose a time that works best for you!
02
Answer a Few Quick Questions
Before our session, you’ll fill out a short intake form so I can understand your goals, challenges, and what you’re hoping to get out of coaching.
03
Join the Call and We'll chat
We’ll meet via Zoom at your scheduled time to discuss your financial situation, explore potential strategies, and see if coaching is the right fit for you.
04
Receive Personalized Next Steps
I’ll share tailored insights and action steps you can start implementing. If we’re a good fit, I’ll walk you through the steps for working together.
The Smartest Money move You'll Make Today
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