FINANCIAL COACH Work with me

FINANCIAL COACH Store

Initial coaching session $99

Subsequent coaching session (existing clients only) $60

Subsequent coaching ½ session (existing clients only) $30

Package of three coaching sessions $179 ($59.67 per session)

Package of ten coaching sessions $539 ($53.90 per session)

Included in each session:

  1. Before each session I’ll review the following documents, you’ll provide. I provide the templates to you and you returned the completed documents to me.
    1. Financial coaching agreement
    2. Personal financial snapshot
    3. Personal cash flow form
    4. Small business cash flow form (if applicable)
    5. Student loan summary (if applicable)
    6. Any other documentation we agree upon during your free initial consultation
  2. Immediate feedback during the session and you’ll receive written recommendations within one to two business days after the session
  3. Within the first two weeks after any full session, a follow-up phone conversation is included to address any outstanding issues which may need attention.

If a package of coaching sessions is purchased and if I am unable to provide any remaining coaching sessions, you will be entitled to a refund of any remaining credit.

Initial
coaching session

The initial session lasts about an hour, usually a little longer. There is preparation work for everyone involved before the session occurs.

$99

Continuing
one-hour coaching

Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.

$60

Continuing
1/2 hour coaching

Any subsequent coaching time can be used in increments of at least 10 minutes. These sessions are usually by phone to follow up the initial session and address any new financial matter.

$30

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Package of three
coaching sessions

The initial session lasts about an hour. Then two hours of coaching time to follow up the initial session and address any new financial matter. The special brings down the average cost per session to $59.67.

$179

Package of ten
coaching sessions

The initial session lasts about an hour. Then nine hours of coaching time to follow up the initial session and address any new financial matter. The special brings down the average cost per session to $53.90.

$539

1. Depending on your personal situation you may need just one session or several. After any full session, a follow-up phone conversation is included to address any outstanding issues which may need attention.

2. Of course, you may purchase a session or package for your friends or family.

3. If a package of coaching sessions is purchased and I am unable to provide any remaining coaching sessions, you will be entitled to a refund of any remaining credit.