Rediscover joy & flow through clarity & conscious action.
Financial coaching is at the heart of what we do. Its purpose is to bring you to financial health so that your thoughts, feelings & actions are in alignment with your money.
The First Meeting
In our first meeting, you and I will find out if I can truly serve you, establish your first goals & start on your Action Plan.
Before our first meeting, email these items:
The top three to five financial goals for each person. Put a star next to the one that’s most important to you today. It’s essential that:
– each person who will be coached sends goals
– the goals are written rather than told to me verbally, as writing helps with focus & clarity
– couples or groups not share or discuss it with each other before we meet
Your most recent active account statements including checking, savings, credit cards, lines of credit, mortgage, brokerage, retirement accounts, annuities, etc for 1 month.