schedule your meeting
THE in-depth session
Outline money goals and get a customized action plan to follow in jumpstarting your personal finance journey. The session is one-time only in which you will receive a budget tracking worksheet, your financial goals tracking template and a customized plan for specific money goals
The onboarding questionnaire and financial information (Pre-Work items) should be completed and submitted at least seven (7) days before your appointment. Allow yourself time to gather all the financial information and submit before our meeting so that your coach will have a chance to review and prepare for the meeting. Your welcome email will contain all the necessary items that need to be completed before the meeting. Check to make sure you will have time before the appointment time to complete all items.