With my 4 step plan, I will help you get organized and start immediately making progress toward accomplishing your goals!
Document | Plan | Review | Revise
Personal finance is a lot like dieting. Chances are, you already know right from wrong: Choose the salad – not the cheeseburger. But sometimes when it comes to money, we are hung up on behaviors we’ve had for a long time, or maybe still paying for bad decisions made in the past. The point is not to just create a budget and stick to it, but to learn skills to overcome those barriers when they arise.
Initial Consultation – FREE
This brief phone appointment will help you get a better idea of what to expect if you decide to start working with me.
Introductory session – $150
Ready to get started? In this 90 minute session we discuss your specific goals. We will create a budget together and put together an action plan to help you achieve your goals. You’ll get a binder outlining everything where you are today and how to move toward your goals. This session is packed with information!
4 session package – $400
This season includes the introductory session and 3 follow-up sessions to ensure that you are staying on track. Changing your financial habits is hard…I’ll continue to work with you for 3 months to make sure your plans are working smoothly.
Add on sessions:
For those who have had an introductory session and are now looking for additional follow-up.
1 session $75
Credit Report Review – FREE
You can pull a free credit report for any of the 3 major bureaus by going to www. AnnualCreditReport.com, or online with other sites such as www.CreditKarma.com
In this 30 minute session, we’ll discuss any information that you might need to dispute, what steps you can take to improve overall credit profile, and answer any questions you might have about how the information on your report will affect future lending possibilities.
Speaking Engagements – Contact me
For conferences, team-building, classroom, or panelist, I am available to speak on a variety of personal finance topics always with the underlying goal of motivating audience to seek out the path to reaching their goals.