How it works

  • Schedule a 30-minute complimentary consultation. Our first meeting is a discovery session where I will learn about you, your situation, and how I can best be of help to you. We’ll discuss how often we should meet and the right coaching package for you.

  • Complete and return a simple financial snapshot.  This helps me to prepare for our first coaching session so that we can focus on your unique needs.

  • Schedule your first one-on-one coaching session! You choose the type of session that works for you: in person or virtually, using Skype or Zoom.

My Promise to you

  • Our coaching sessions and your private information are always confidential
  • I will work with you and your spouse as a team
  • Our sessions will focus on your needs and goals

Ready to to transform your life?

Let’s work together