Frequently Asked Questions
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I offer financial coaching services to young college-aged men who are fresh out of college looking to get started on the right financial footing. Coaching is not investment advising or portfolio management. Coaching assists individuals with setting up a manageable budget, a doable debt reduction plan, and establishing health money habits that will give them confidence and clarity!
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Getting started is simple! Start by filling out the form below requesting a 30-minute free consultation. During the consultation, we will meet & greet to establish if coaching is a good fit for you right now and if I am the right coach for you. If so, then we will discuss next steps!
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You can reach me anytime via the email listed below, or send me a message through the website. In addition, sign-up for the weekly Five Win Friday emails to stay up to date on the latest posts and offerings. I am also active on Facebook and Instagram! There’s lots of ways to connect!
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The cost of financial coaching covers the time it takes to prepare for each session and it reflects the immense value that will be added to your financial future through establishing these healthy financial habits. I offer two pricing options. The first is an appointment-to-appointment option. This is best for someone who already has established financial habits and just wants to guidance on a specific scenario. The cost is $100.00 per session.
I also offer a 4-session package that costs $375.00 dollars (a $25.00 discount). We will meet two times a month for two months on the first and fifteenth of the month (approximately, schedules allowing). This is best for someone looking to establish the habits of monthly budgeting and debt reduction.
Payment is due at the time of appointment scheduling and is non-refundable.
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Collaborative, honest, and straightforward. I’m hear to be your coach…not your hero. This is your story that you need to win at! I’m just here to cheer you on and watch you crush the financial game!
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You can reschedule your appointment at any time prior to within 48 hours of your appointment.
Due to the fee-for-time nature of financial coaching, I do not offer refunds for scheduled appointments. You can reschedule (prior to 48 hours before your appointment), but no refunds. I promise you will get out of coaching what you put in!
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Both! I am local to the Lynchburg, VA area and prefer to meet in-person. However, virtual works just fine as well! Whatever meets the needs of the season that you find yourself in.